Naples Global Advisors

Isaac Codrey is a CFA® charterholder with nine years of industry experience. He has been with Naples Global Advisors since 2017 and previously worked at CreditSights from 2009 to 2016. Isaac holds the Series 66 designation. Naples Global Advisors provides discretionary investment management to individual and institutional clients, focusing on global, multi-cap value investing through a process that combines quantitative screening with fundamental analysis. The firm emphasizes managing portfolios primarily with individual securities and serves clients with approximately $1 million in investable assets.

Kelly Walker is a CFP® and holds a Series 65 license with six years of industry experience. She has been with Naples Global Advisors since 2019, following prior roles at Florida Southern College and the Collier County Public School System. Kelly is based in Naples, FL. Naples Global Advisors provides discretionary investment management to individual and institutional clients, focusing on global, multi-cap value strategies. The firm emphasizes fundamental company analysis and portfolio construction using individual equities and diversified fixed-income, serving clients with approximately $1 million in investable assets.

Grzegorz Debski is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at Naples Global Advisors since 2013. He holds a Series 65 license and is based in Naples, Florida. Naples Global Advisors provides discretionary investment management to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm employs a global, multi-cap value investment approach focused on individual equities and diversified fixed-income strategies, supported by in-house fundamental research and an employee-ownership structure.

Andrew Hartline is a CFA® charterholder with 23 years of industry experience. He is currently with Naples Global Advisors in Vero Beach, FL, where he has worked since 2017. Prior to that, he was with Northern Trust Securities, Inc. and Northern Trust Bank from 2000 to 2017. Naples Global Advisors provides discretionary investment management to individual and institutional clients, focusing on global, multi-cap value investing through a process that combines quantitative screening and fundamental analysis. The firm emphasizes managing portfolios primarily with individual securities and serves clients with approximately $1 million or more in investable assets.

Henry Venker is a financial advisor at Naples Global Advisors in Vero Beach, FL, holding a Series 65 designation. He began his advisory career in 2025 after graduating from Indiana University. Naples Global Advisors provides discretionary investment management to individual and institutional clients, focusing on global, multi-cap value strategies primarily using individual equities and diversified fixed-income. The firm serves clients with approximately $1 million or more in investable assets and operates with an employee-ownership structure.

Michael Morris is a Series 65-licensed financial advisor with Naples Global Advisors, where he has worked since 2011. He has 11 years of industry experience. Naples Global Advisors provides discretionary investment management to individual and institutional clients, focusing on a global, multi-cap value investment philosophy that combines quantitative screening with fundamental analysis. The firm serves high-net-worth individuals, retirement accounts, corporations, trustees, and charitable organizations, typically managing portfolios built from individual equities and diversified fixed-income strategies.

Austin Herzer is a financial advisor at Naples Global Advisors with a Series 65 credential and three years of industry experience. Prior to joining Naples Global Advisors in 2022, he held positions at Vive Health, Germain Honda, Artichoke & Co, Josephine Jasper MD PA, and the University of Florida. Naples Global Advisors provides discretionary investment management to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm employs a global, multi-cap value investment approach focused on quantitative screening and fundamental analysis, managing portfolios primarily with individual securities through an employee-owned structure.

John Suddeth is a CFA® charterholder with 15 years of industry experience, currently serving as an advisor at Naples Global Advisors since 2011. He holds a Series 63 license and is based in Naples, FL. Naples Global Advisors provides discretionary investment management to individual and institutional clients, focusing on global, multi-cap value investing through a process that combines quantitative screening with fundamental analysis. The firm manages portfolios primarily with individual securities and serves clients with approximately $1 million or more in investable assets.

Juan Botero is a financial advisor at Naples Global Advisors with a Series 65 designation and one year of industry experience. Prior to joining Naples Global Advisors, he worked at Citigroup for six years and New York Community Bank for two years. He also has a background in academia from Florida State University. Naples Global Advisors provides discretionary investment management to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm follows a global, multi-cap value investment approach focused on individual equities and diversified fixed-income strategies, supported by an employee-ownership structure.

Matthew Oleksak is a CFP® with 10 years of industry experience. He is currently with Naples Global Advisors and previously worked at Brighthouse Securities, LLC and MetLife. Naples Global Advisors provides discretionary investment management to individual and institutional clients, focusing on a global, multi-cap value investment approach that emphasizes fundamental company analysis and portfolio management primarily through individual securities.

Thomas Russo is a CFA® charterholder with seven years of industry experience. He is currently an advisor at Naples Global Advisors, where he has worked since 2023. Prior to this, he held positions at Goldman Sachs & Co. LLC, Columbia Business School, and Bloomberg LP. Naples Global Advisors provides discretionary investment management to individual and institutional clients, focusing on global, multi-cap value investing through a combination of quantitative screening and fundamental analysis. The firm manages portfolios primarily with individual securities and serves clients with approximately $1 million in investable assets.

David Griffis is a CFA® charterholder with 10 years of industry experience, currently serving at Naples Global Advisors. He previously worked at Northern Trust from 2011 to 2017 before joining Vero Beach Global Advisors, where he has been since 2017. Naples Global Advisors provides discretionary investment management to individual and institutional clients, focusing on global, multi-cap value investing through a process combining quantitative screening and fundamental analysis. The firm primarily manages portfolios with individual securities and serves clients with approximately $1 million in investable assets.

Kerry Geroy is a financial advisor at Naples Global Advisors with 10 years of industry experience. He holds the Series 65 designation and has been with Naples Global Advisors since 2011. Naples Global Advisors provides discretionary investment management to individual and institutional clients, focusing on global, multi-cap value investing through a process that combines quantitative screening and fundamental company analysis. The firm serves clients with approximately $1 million in investable assets and emphasizes managing portfolios primarily with individual securities.

Sara Perkins is a Series 65-licensed financial advisor at Naples Global Advisors with seven years of industry experience. She has been with Naples Global Advisors since 2017 and previously worked at Schlumberger / Cameron International for five years. Naples Global Advisors provides discretionary investment management to individual and institutional clients, focusing on a global, multi-cap value investment approach that combines quantitative screening with fundamental analysis. The firm serves clients with approximately $1 million or more in investable assets and emphasizes portfolio management using primarily individual securities.

James Davis is a CFP® with 29 years of industry experience, currently serving at Naples Global Advisors in Vero Beach, FL. His prior roles include positions at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Naples Global Advisors provides discretionary investment management to individual and institutional clients, focusing on global, multi-cap value investing through a process that combines quantitative screening with fundamental analysis. The firm primarily manages portfolios with individual equities complemented by fixed-income strategies and maintains an employee-ownership structure.