Our Team

Isaac Codrey, CFA
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