Our Team

Kevin Erndl
Partner | Portfolio Manager

With over 20 years of wealth and investment management experience, Kevin serves as Partner & Portfolio Manager of Capital Wealth Advisors¹. His responsibilities include managing the firm’s Global Core strategy and developing and executing long-term investment solutions.

Prior to joining Capital Wealth Advisors in 2016, Kevin began his career in financial services with The Vanguard Group in 2002 before moving to Naples in 2005 with UBS. He later served as an advisor to select families within a multifamily office.

He lives in Naples and is a competitive cyclist and avid fisherman.

Community Causes

  • Founder & Chairman of T2 Aquatics
  • Volunteer Swim Coach

Education

  • BA in Economics, University of North Carolina at Chapel Hill
    • All-ACC swimmer

Designations & Licenses

  • Series 66

 

¹Kevin Erndl is an equity partner in CWA Risk Management, LLC and CW Institutional, LLC an affiliate of CWA Asset Management Group, LLC (d/b/a Capital Wealth Advisors, FL, NC & LA) (“CWA”). Mr. Erndl is the Chief Investment Officer of First Trust Investment Solutions, LP an investment adviser managing options strategies which are recommended, if suitable, to certain CWA clients, for an additional fee.