Andrew Hartline, CFA
Principal
The Team
Deep expertise. Genuine care.
Our team brings decades of experience to every family we serve and takes the time to understand what matters most to yours.
Vero Beach Team
Naples Team
Juan Botero
Client Advisor
Leann Caprio
Client Services Officer
Kent Cheesborough
Portfolio Manager
Isaac Codrey, CFA
Portfolio Manager
Greg Debski, CFA
Portfolio Manager
Makenzie Falduto
Investment Analyst
Kerry Geroy, CTFA
Client Advisor
Austin Herzer
Investment Analyst
Michael H. Morris
Naples Global Advisors Chief Executive Officer
Matt Oleksak, CFP®
Client Advisor
Sara Perkins
Client Advisor
Wyatt Russo, CFA
Portfolio Manager
Meri Strapp
Client Services Officer
John Suddeth Jr., CFA
Naples Global Advisors Chief Investment Officer
Amy Tancreto
Operations Officer
Kelly Walker, CFP®
Naples Global Advisors Chief Compliance Officer