Meet Our Team
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.
John Suddeth Jr., CFA
Founding Principal & Chief Investment Officer
John has 25 years of 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.
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.
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.
Isaac Codrey, CFA
Principal & Portfolio Manager
Isaac earned his B.A. in Physics from Rollins College and M.B.A. from Crummer Graduate School of Business at Rollins College while playing basketball for the Tars. 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.
Sara Perkins
Principal & 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.
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.
Kelly Walker
Client Advisor
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. Kelly is a graduate of Naples High School where she was an All-State Scholar-Athlete and the school’s Winged Foot Award winner. She interned at Naples Global Advisors before joining the firm full-time in 2019. Kelly 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. Kelly currently serves as a Client Advisor.
Kent Cheesborough
Investment Analyst & Client Advisor
Kent began his career in financial services with Fisher Investments in 2010 as a Client Management Associate. He worked with high-net-worth clients managing the operational aspects of their relationship with the firm. His focus on investments later developed in his role in Institutional Fixed Income Sales and Trading with Carolina Capital Markets, a FINRA registered Broker-Dealer in North Carolina, and with Brownstone Investment Group, where he provided execution and advisory services to a variety of institutional fixed income clients. Prior to joining Naples Global Advisors, Kent served as a Wealth Advisor with Investors Trust Company, an investment management and financial planning advisory firm in Chapel Hill, NC. Kent 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. Kent is a Level 2 Candidate for the Chartered Financial Analyst designation and serves as an Investment Analyst and Client Advisor.
Austin Herzer
Investment Analyst
Austin graduated from the University of Florida in 2017, obtaining a Bachelor of Science degree in Finance. He then attended a Post-Baccalaureate Health Program at the University of Florida, which led to him obtaining a role at a healthcare technology company in its early stages. Austin has lived in Naples since he was 12 years old and graduated from Gulf Coast High School. He 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 and currently serves as an Investment Analyst at the firm.
Alexandra DiPasquale
Director of Compliance, Operations and Security
Alexandra began her career in the financial services industry in 2016, after obtaining a Bachelor of Science degree from the University of Dayton. As a primary relationship manager for Registered Investment Advisory (“RIA”) firm clients, she worked directly with firm executives to offer registration, compliance, and operations support. Her expertise in this space evolved while serving as a Senior Compliance Consultant for SEC-registered RIA firm relationships across the United States. Alexandra is a new Naples resident and joins Naples Global Advisors as the Director of Compliance, Operations, and Security.