Thomas Wyatt Russo
Investment adviser representative at Naples Global Advisors
16 yearsExperience
1 stateRegistered in
CFADesignation
$2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
16 years in the industry.
- Naples Global Advisors, LLCJun 2023 to now
- Goldman Sachs & Co. LLCMay 2018 to May 2023
- Columbia Business SchoolMay 2015 to May 2017
- Bloomberg LPOct 2010 to Apr 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 1 state (FL).
Naples Global Advisors
Legal name: Naples Global Advisors LLC
$2BAssets managed
306Clients
16Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6952397
- Firm CRD
- 158544