A more thoughtful and thorough approach to investment management.

Our Vero Beach Global Advisors Team

Andrew Hartline, CFA

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.