NAPLES GLOBAL ADVISORS LLC of NAPLES, FL is an SEC-registered investment adviser (CRD 158544). Regulatory assets under management: $2.0B.
Compensation: % of AUM.
Clients served: High net worth.
| Name | Role | Location |
|---|---|---|
| John Mixon Suddeth | CHIEF INVESTMENT OFFICER, MANAGING MEMBER | — |
| Michael H Morris | CEO/MANAGING MEMBER; CHIEF EXECUTIVE OFFICER, MANAGING MEMBER | — |
| Kerry Mcguire Geroy | CHIEF COMPLIANCE OFFICER, FIRM PRINCIPAL; FIRM PRINCIPAL | — |
| Grzegorz Stefan Debski | FIRM PRINCIPAL | — |
| Isaac Earl William Codrey | FIRM PRINCIPAL | — |
| Thomas Wyatt Russo | FIRM PRINCIPAL | — |
| Kelly Kramer Walker | CHIEF COMPLIANCE OFFICER, FIRM PRINCIPAL | — |
| Joel Francis Martineau | TRUSTEE, LIBERTY TRUST | — |
| SUDDETH JOHN MIXON | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER; CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER, MANAGING MEMBER (+1 more) | — |
| MORRIS MICHAEL H | CEO/MANAGING MEMBER; CEO/ PRINCIPAL | — |
| GEROY SARAH MCGUIRE | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, FIRM PRINCIPAL | — |
| FELTS NICOLE LYNN | CORPORATE OFFICER & FIRM PRINCIPAL; FIRM PRINCIPAL | — |
| DEBSKI GRZEGORZ STEFAN | FIRM PRINCIPAL | — |
| CODREY ISAAC EARL WILLIAM | FIRM PRINCIPAL | — |
| Michael H. Morris | CEO/MANAGING MEMBER; CHIEF EXECUTIVE OFFICER, MANAGING MEMBER | — |