Isaac Earl William Codrey

Isaac Earl William Codrey

Portfolio Manager-Equities at Naples Global Advisors LLC

Finance
Consumer Services

Profile

Mr. Isaac E.
Codrey, CFA MBA, is a Principal & Portfolio Manager at Naples Global Advisors LLC.
In 2017, he joined Naples Global Advisors.
Mr. Codrey 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, he 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.
Mr. Codrey earned his B.A.
in Physics from Rollins College and M.B.A.
from Crummer Graduate School of Business at Rollins College.
He holds the Chartered Financial Analyst designation.

Isaac Earl William Codrey active positions

CompaniesPositionStart
Portfolio Manager-Equities 01/01/2017
All active positions of Isaac Earl William Codrey

Former positions of Isaac Earl William Codrey

CompaniesPositionEnd
Corporate Officer/Principal -
Corporate Officer/Principal -
CNL Private Equity Corp. Corporate Officer/Principal -
Analyst-Fixed Income -
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Training of Isaac Earl William Codrey

Rollins College (Florida) Masters Business Admin

Experiences
Positions held

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Private companies

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Connections

47

1st degree connections

6

1st degree companies

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Female

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Linked companies

Private companies5

Finance

Finance

CNL Private Equity Corp.

Finance

Finance

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