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.
City skyline in view of plane window
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 at Vero Beach Global Advisors

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 at Vero Beach Global Advisors

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 - Vero Beach Global Advisors Team

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.
Dominick Vende: Financial Analyst | Vero Beach Global Advisors

Dominick Vender

Financial Analyst
Dominick Vender
Financial Analyst
Dominick was born and raised in Northeast Pennsylvania. He is a recent graduate of The Pennsylvania State University, earning a Bachelor of Science in Finance, as well as a Bachelor of Science in Economics with a certificate of proficiency in the Economics of Business and Law. Throughout his years at Penn State, Dominick was active in a multitude of clubs and organizations honing his leadership and public speaking skills. He gained professional sales experience through an internship with GetSales. Dominick joined Vero Beach Global Advisors in 2022 as an Investment Analyst.
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
Aerial view of bay and American Flag in Vero Beach, Florida
City street in Vero Beach, Florida
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.