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.
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®.
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.
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.