About Our Firm
Vero Beach Global Advisors was founded as an alternative to wirehouses and broker-dealers. Operating as a fiduciary, the client’s interests are directly aligned with the firm’s allowing us to achieve the unique financial aspirations of our clients.
Independence and Transparency
- Funds invested by Vero Beach Global Advisors’ clients are held by an independent, unaffiliated third-party custodian.
- Vero Beach Global Advisors has no products to sell (such as high-cost insurance products, annuities, alternative investments and funds) and we are beholden to no one other than our clients
- We conduct our own independent research and resist the many potential conflicts prevalent in the investment industry.
- We are a fee-only advisor with the value of our client’s portfolios as the sole and explicit source of firm investment management fees.
Our Expert Team
Vero Beach Global Advisors has adopted a formal Code of Ethics that all firm professionals have pledged to be loyal and transparent in their dealings with clients. Refreshing, right?
Andrew Hartline, CFA
Principal
Andrew Hartline, CFA
Principal
Andrew has more than 25 years of financial services experience in the areas of portfolio management, private banking and commercial/corporate lending. He completed his Chartered Financial Analyst’s designation in 1999, earned the Certified Investment Management Analyst designation in 2005, is a graduate of the Southeast Bank Commercial Management Associate Program, and is a Series 7, 63, and 66 licensed. Andrew is a graduate of Stetson University, where he received a bachelor’s degree in business administration (Finance), the Florida Graduate Trust School, and the National Trust School at Northwestern University. Andrew is also actively involved in the Vero Beach Community having served as past president of Childcare Resources and numerous leadership and volunteer positions with the Environmental Learning Center, Community Foundation of Indian River County, United Way, Hibiscus Children’s Center, Community Church and First United Methodist Church.
David Griffis, CFA
Principal
David Griffis, CFA
Principal
David has 27 years of experience in Investment Management. In addition to his Undergraduate and Master’s degrees, David has earned the right to use the Chartered Financial Analyst designation. The CFA designation is globally recognized and attests to the charter holder’s success in a rigorous and comprehensive study program in the field of investment management and research analysis. Prior to co-founding Vero Beach Global Advisors, David served as a Senior Investment Officer/Senior Vice President at Northern Trust and as a Senior Portfolio Manager at PNC Bank. He joined with Andrew Hartline to form Vero Beach Global Advisors in 2017 and now serves as Managing Partner.
Grace Santangelo
Client Services Specialist
Grace Santangelo
Client Services Specialist
Grace was raised in Vero Beach after relocating with her family from Niagara Falls, New York in 2001. She graduated from John Carroll Catholic High School in Fort Pierce. Grace earned a Bachelor of Science in Public Administration with a focus in Policy Development from Indian River State College.
While attending college Grace worked in elementary education and administration at St. Helen Catholic School. In addition to her experience in the elementary education setting, she is client-focused and has a wealth of experience in the area of customer relations.
Jim Davis, CFP®
Financial Advisor
Contact Jim
Jim Davis, CFP®
Financial Advisor
Jim has more than 40 years of financial service experience. After graduating from the University of Georgia with a business degree in finance, Jim started his financial services career with Trust Company Bank of Georgia (now Truist Bank). In 2000, he moved to Vero Beach and held senior positions in wealth management and private banking. Jim spent the past 11 years at Fidelity Investments in the role as a Wealth Planner working with high net-worth individuals and their families. He is series 7, 63 and 66 licensed and obtained his Certified Financial Planner (CFP®) designation in 2014. Jim is active in the Vero Beach Community being a part of the Planned Giving Council and Estate Planning Council.
Jim serves Vero Beach Global Advisors as a Financial Advisor and CFP®.
Naples Investment Committee
Greg Debski, CFA
Portfolio Manager
Greg Debski, CFA
Portfolio Manager
Greg started his career in financial services as a Junior Analyst with a Senior Wealth Management group at UBS. He worked closely with high-net-worth clients on portfolio management and investment analysis. After his time at UBS, Greg moved to a private alternative investment firm, where he invested firm capital as a derivatives trader and equity portfolio manager. Greg has earned the right to use the Chartered Financial Analyst designation. The CFA designation is globally recognized and attests to a charterholder’s success in a rigorous and comprehensive study program in the field of investment management and research analysis. Greg is an Investment Advisor Representative of Naples Global Advisors registered with the Florida Office of Financial Regulation and FINRA, an accreditation granted for passing the Series 65 Exam. Greg is a Principal with the firm, and serves as a Portfolio Manager and an Investment Analyst.
Isaac Codrey, CFA
Portfolio Manager
Isaac Codrey, CFA
Portfolio Manager
Isaac earned his B.A. in Physics from Rollins College and M.B.A. from Crummer Graduate School of Business at Rollins College while playing basketball for the Tars. Isaac started his career in financial services with Raymond James in 2008 as a Junior Analyst in Naples, Florida. He worked with high-net-worth clients on portfolio management and investment analysis. In 2009, Isaac joined CreditSights, a leading independent global credit market research firm. As a senior analyst on the U.S. Strategy team, he was responsible for authoring research that focused on global macro-economic and credit trends in the U.S. high grade and high yield corporate bond markets. In 2017, Isaac joined Naples Global Advisors. Isaac holds the Chartered Financial Analyst® (CFA) designation.
Jason R. Rundorff, CFP®
Client Advisor
Jason R. Rundorff, CFP®
Client Advisor
Jason started his career in the financial services industry with AmSouth Bank in 2005 after he was accepted into their management training program. He subsequently worked as an assistant branch manager helping clients with a variety of lending, depository and insurance related services. In 2007, Jason joined HBKS Wealth Advisors, where he spent the next 12 years as a financial advisor. In that role, Jason was responsible for working with high net worth individuals and families to assist with their financial planning and investment management needs including: asset allocation analysis, retirement cash flow analysis, estate planning, and tax planning. In 2011, Jason obtained his CFP® (Certified Financial Planner) designation by completing an in-depth two-year program of study in financial planning, insurance, investments and retirement plans, tax, and estate planning. Jason is a Client Advisor with the firm.
Kelly Walker, CFP®
Client Advisor
Kelly Walker, CFP®
Client Advisor
Kelly graduated from Florida Southern College earning a Bachelor of Science degree in Mathematics as well as Economics & Finance. She graduated top of her class and earned the Most Outstanding Economics & Finance Major award. During her time at Florida Southern, Kelly served as the Director of Operations of the Southern Ambassador program as well as a Mathematics Department Student Assistant. Kelly is a graduate of Naples High School where she was an All-State Scholar-Athlete and the school’s Winged Foot Award winner. In 2023, Kelly obtained her CERTIFIED FINANCIAL PLANNER™ certification by completing an in-depth two-year program of study in financial planning, regulations, insurance, investments, tax, psychology, retirement plans, and estate planning. Kelly is an Investment Advisor Representative of Naples Global Advisors registered with the Florida Office of Financial Regulation and FINRA, an accreditation granted for passing the Series 65 Exam. Kelly currently serves as a Client Advisor.
Kent Cheesborough
Investment Analyst & Client Advisor
Kent Cheesborough
Investment Analyst & Client Advisor
Kent began his career in financial services with Fisher Investments in 2010 as a Client Management Associate. He worked with high-net-worth clients managing the operational aspects of their relationship with the firm. His focus on investments later developed in his role in Institutional Fixed Income Sales and Trading with Carolina Capital Markets, a FINRA registered Broker-Dealer in North Carolina, and with Brownstone Investment Group, where he provided execution and advisory services to a variety of institutional fixed income clients. Prior to joining Naples Global Advisors, Kent served as a Wealth Advisor with Investors Trust Company, an investment management and financial planning advisory firm in Chapel Hill, NC. Kent is an Investment Advisor Representative of Naples Global Advisors registered with the Florida Office of Financial Regulation and FINRA, an accreditation granted for passing the Series 65 Exam. Kent is a Level 2 Candidate for the Chartered Financial Analyst designation and serves as a Portfolio Manager.
Austin Herzer
Investment Analyst
Austin Herzer
Investment Analyst
Austin graduated from the University of Florida in 2017, obtaining a Bachelor of Science degree in Finance. He then attended a Post-Baccalaureate Health Program at the University of Florida, which led to him obtaining a role at a healthcare technology company in its early stages. Austin has lived in Naples since he was 12 years old and graduated from Gulf Coast High School. He is an Investment Advisor Representative of Naples Global Advisors registered with the Florida Office of Financial Regulation and FINRA, an accreditation granted for passing the Series 65 Exam and currently serves as an Investment Analyst at the firm.
Wyatt Russo, CFA
Portfolio Manager
Wyatt Russo, CFA
Portfolio Manager
Prior to joining Naples Global Advisors, Wyatt worked in the Market Structure & Partnerships group in the Global Banking & Markets division at Goldman Sachs. He was responsible for strategy and driving growth initiatives through the development of electronic trading capabilities, strategic investments, and partnerships focused on capital markets technologies. Wyatt began his career at Bloomberg LP where he held multiple roles in the financial products group. Wyatt earned a B.A. in Economics from Denison University and an M.B.A. from Columbia Business School. Wyatt is a CFA Charterholder. He is an Investment Advisor Representative of Naples Global Advisors registered with the Florida Office of Financial Regulation and FINRA, an accreditation granted for passing the Series 65 Exam and currently serves as a Portfolio Manager at the firm.
Decades of Experience & Trusted Professionals
With decades of experience, our team of trusted financial professionals work to prioritize your objectives and determine your comfort level for building your wealth management strategy.
Our Philosophy
It is a simple philosophy but not one that is practiced by many in the wealth management industry. At Vero Beach Global Advisors, it is the core of our service standards. Our team is dedicated and focused on quality relationships, rather than quantity. Each professional of the firm is responsible for no more than 50 client relationships. How else could we:
Advice & Understanding
Provide advice based on truly knowing our clients and understanding their aspirations as well as their concerns.
Follow the “Sundown Rule”
We will respond to a client request before the end of the day or explain a reasonable timeframe in which a resolution can be expected.
No Recordings
Answer the telephones ourselves (no call centers). You’ll never get a recording during business hours.
Excellent Communication
Regularly and consistently communicate and report to clients – a VBGA hallmark
We manage money as a Fiduciary. Simply put, Vero Beach Global Advisors will strive to always act in good faith and will always make decisions we believe to be in your best interests. This is at the core of everything we do. It is why our clients’ portfolios are individually-managed and custom-built rather than comingled and one-size-fits-all. It is why our investment philosophy drives our process rather than a list of investment products.
Individually-Managed and Custom-Built
Each client is unique. Therefore, it is logical to us that each clients’ monies be managed specifically for them. While the same investment process is applied to each client, no client portfolio looks exactly the same as another. They are custom-built to meet that specific client’s objectives and capacity for risk. That puts the odds of success more in your favor.