Our Team

Kevin Erndl
Partner | Portfolio Manager

With over 18 years of wealth and investment management experience, Kevin provides strategic direction and oversight for our Advisor Services Group and Family Office.  His responsibilities include developing and executing long-term plans for CWA’s investor services to ensure continuity between clients, investment professionals, and portfolio managers.

Kevin began his career in financial services with The Vanguard Group in 2002 before moving to Naples in 2005 with UBS and later serving as an advisor to select families within a multifamily office.

He lives in Naples with his wife and two sons and is a competitive cyclist and avid fisherman.

Community Causes

Education

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

Designations & Licenses

  • Series 65