Meet Our Team

Our Team - Michael Morris | Naples Global Advisors, SEC Registered Investment Advisor

Michael H. Morris

Founding Principal & Chief Executive Officer
Michael is a founding Principal and Chief Executive Officer of Naples Global Advisors. He has enjoyed a 30-year career in wealth management, trust and investment services and private banking. He earned his undergraduate degree in Finance and his M.B.A. from Millsaps College. Prior to co-founding Naples Global Advisors, Michael served in executive level positions with Suntrust, FNB Corp., and First National Bank of Florida. Previously, he was the co-founder with John Suddeth of Naples Capital Advisors. Michael is an Investment Advisor Representative of Naples Global Advisors registered with the Florida Office of Financial Regulation and FINRA, an accreditation granted for passing the Series 65 Exam.
Our Team - John Suddeth | Naples Global Advisors, SEC Registered Investment Advisor

John Suddeth Jr., CFA

Founding Principal & Chief Executive Officer
John has 25 years’ experience in investment management. In addition to his undergraduate and master’s degrees, John has earned the right to use the Chartered Financial Analyst designation, and has been a CFA charterholder since 1996. The CFA designation is globally recognized and attests to a charterholder’s success in a rigorous and comprehensive study program in the field of investment management and research analysis. Before co-founding Naples Global Advisors, John served as a portfolio manager with Suntrust and Northern Trust and was the director of investments for the A.I. du Pont Trust in Jacksonville, Florida. He joined with Michael Morris to form Naples Capital Advisors in 2007 and now serves as a founding Principal and Chief Investment Officer of Naples Global Advisors.
Our Team - Kerry Geroy | Naples Global Advisors, SEC Registered Investment Advisor

Kerry Geroy, CTFA

Principal & Chief Compliance Officer

Kerry has resided in Naples since 1981 and began providing trust and investment management services to clients in and around the Naples area in 1990. In addition to her undergraduate degree, Kerry graduated from the Florida Bankers Association Trust School in 1993 and later earned her Certified Trust and Financial Advisor (CTFA) certification. Before joining Naples Global Advisors as a Principal, Kerry served in key administrative roles with Suntrust, Comerica, National City and Naples Capital Advisors. Kerry now serves as the Compliance Officer for Naples Global Advisors and is the firm’s trust and estate administration specialist.
Our Team - Greg Debski | Naples Global Advisors, SEC Registered Investment Advisor

Greg Debski, CFA

Principal & Portfolio Manager

Greg started his career in financial services as a Junior Analyst with a Senior Wealth Management group at UBS. He worked closely with high-net-worth clients on portfolio management and investment analysis. After his time at UBS, Greg moved to a private alternative investment firm, where he invested firm capital as a derivatives trader and equity portfolio manager. Greg has earned the right to use the Chartered Financial Analyst designation. The CFA designation is globally recognized and attests to a charterholder’s success in a rigorous and comprehensive study program in the field of investment management and research analysis. Greg is an Investment Advisor Representative of Naples Global Advisors registered with the Florida Office of Financial Regulation and FINRA, an accreditation granted for passing the Series 65 Exam. Greg is a Principal with the firm, and serves as a Portfolio Manager and an Investment Analyst.
Our Team - Isaac Codrey | Naples Global Advisors, SEC Registered Investment Advisor

Isaac Codrey, CFA

Principal & Portfolio Manager

Isaac started his career in financial services with Raymond James in 2008 as a Junior Analyst in Naples, Florida. He worked with high net worth clients on portfolio management and investment analysis. In 2009, Isaac joined CreditSights, a leading independent global credit market research firm. As a senior analyst on the U.S. Strategy team, he was responsible for authoring research that focused on global macro-economic and credit trends in the U.S. high grade and high yield corporate bond markets.  In 2017, Isaac joined Naples Global Advisors.  Isaac holds the Chartered Financial Analyst® (CFA) designation.

B.A. Physics, Rollins College
M.B.A., Crummer Graduate School of Business at Rollins College

Our Team - Sara Perkins | Naples Global Advisors, SEC Registered Investment Advisor

Sara Perkins

Client Advisor

Sara began her career at Cameron, a division of Schlumberger Group, in Houston, Texas after obtaining a Bachelor’s of Science in Finance from the University of Florida.  During her time with Cameron, Sara was involved in an accelerated development program and held numerous roles in the Finance functions of the company including an invaluable global experience during a year-long project in Singapore supporting the startup of a new production plant.  After repatriating to Houston in 2014, Sara continued with Cameron and held roles as Finance Project Controller and Finance Project Manager.  In 2017, Sara moved to Naples and joined the NGA team where she serves as a Client Advisor.
Our Team - Ryan Gavin | Naples Global Advisors, SEC Registered Investment Advisor

Ryan Gavin

Investment Analyst

Ryan graduated from the Florida Gulf Coast University in 2017 with a Bachelor of Science in Finance. He is a native of Southwest Florida and joined Naples Global Advisors as an intern during his final college semester before transitioning to a full-time role upon graduation. Ryan is a Level 2 Candidate for the Chartered Financial Analyst designation. The CFA designation is globally recognized and attests to a charterholder’s success in a rigorous and comprehensive 3-level study program in the field of investment management and research analysis. Ryan is an Investment Advisor Representative of Naples Global Advisors registered with the Florida Office of Financial Regulation and FINRA, an accreditation granted for passing the Series 65 Exam. Ryan serves as an Investment Analyst for the firm.
Our Team - Jason Rundorff | Naples Global Advisors, SEC Registered Investment Advisor

Jason R. Rundorff, CFP®

Client Advisor

Jason started his career in the financial services industry with AmSouth Bank in 2005 after he was accepted into their management training program.  He subsequently worked as an assistant branch manager helping clients with a variety of lending, depository and insurance related services.  In 2007, Jason joined HBKS Wealth Advisors, where he spent the next 12 years as a financial advisor.  In that role, Jason was responsible for working with high net worth individuals and families to assist with their financial planning and investment management needs including: asset allocation analysis, retirement cash flow analysis, estate planning, and tax planning. In 2011, Jason obtained his CFP® (Certified Financial Planner) designation by completing an in-depth two-year program of study in financial planning, insurance, investments and retirement plans, tax, and estate planning. Jason is a Client Advisor with the firm.
Our Team - Kelly Walker | Naples Global Advisors, SEC Registered Investment Advisor

Kelly Walker

Client Services Specialist

Kelly graduated from Florida Southern College earning a Bachelor of Science degree in Mathematics as well as Economics & Finance.  She graduated top of her class and earned the Most Outstanding Economics & Finance Major award.  During her time at Florida Southern, Kelly served as the Director of Operations of the Southern Ambassador program as well as a Mathematics Department Student Assistant and a Student Solutions Peer Scholar.  After establishing a Rotaract Club on campus, Kelly served as the President of the service club.  Kelly grew up in Naples and is a graduate of Naples High School where she was an All-State Scholar Athlete and the school’s Winged Foot Award winner.  Kelly interned at Naples Global Advisors before joining the firm full-time.  Kelly serves as a Client Services Specialist.

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