Pat Antonetti Capital Management

An independent registered investment advisor providing objective investment management.

 
Pat Antonetti, MBA
Patrick George & Pat Antonetti

Antonetti Capital Management, LLC (ACM) is a fee-only, Registered Investment Advisor. We provide individuals, family offices and institutions with disciplined and tactical investment management. Our organizational and equity structure includes Halstatt LLC, which is the investment arm of the Sproul Family and member of the Barron Collier Family Legacy. Our experience with Halstatt, LLC provides an understanding of family office requirements and experience in providing customized managed solutions.

At the core of our investment philosophy is our dedicated commitment to service, communication and objective investment advice. We follow through on our commitment by using objective and thorough research, communicate investment performance quarterly and meet with clients to answer their questions and concerns. Clients' accounts are held by the leading custodian, Charles Schwab Advisor Services, in an effort to provide further confidence and peace of mind. As a result, our clients know where their money is invested and how they are doing. Simply put, we endeavor to do what is best for our clients.

In summary, Antonetti Capital Management, LLC:
  • Fee Only Advisor
  • As of December 31, 2012, ACM manages over $117 Million for our clients.
  • Offers Customized Portfolio Management.
  • Offers a Global Total Return Portfolio Strategy.
  • Offers a Global Equity Portfolio Strategy.
  • Offers a Large Cap U.S. Equity Sector Portfolio Strategy.
  • ACM claims compliance with the Global Investment Performance Standards (GIPS) www.gipsstandards.org

A compliant presentation and the firm's list of composite descriptions are available by contacting us at
(239) 403-0218.

Fax (239) 403-0164
Cell (239) 293-0649
Pat Antonetti, President & Managing Partner
(239) 403-0218

Mr. Pat Antonetti is the founder of Antonetti Capital Management, LLC with overall responsibility for investment management and client relationship management. He has over seventeen years of investment management experience. Prior to forming Antonetti Capital Management, Pat was a Senior Vice President at Fort Pitt Capital Group, where he was responsible for managing portfolios for high net worth clients and family assets throughout Florida. Before Fort Pitt Capital Group, Pat was a Vice President at PNC Wealth Management and Vice President at Bank of America Private Bank, now US Trust.

Pat graduated with an MBA from the University of Miami and holds a Bachelors Degree in Finance from the University of South Florida in Tampa, FL. In addition, he holds the following securities licenses: FINRA Series 65 & 66. He is actively involved in several charitable organizations and lives in Naples, FL with his wife, Dena and their two children.

Patrick George, Managing Partner
(239) 403-6765

Patrick George is a Managing Partner at Antonetti Capital Management, LLC and Principal of Halstatt Management Company, LLC. He is responsible for managing the financial assets of the Sproul family endowment. In this capacity he oversees investments across a wide variety of asset classes, including public and private equities, fixed income, commodities, hedge funds and various other alternative investments. He maintains close relationships with numerous money managers, institutions and other family offices. Mr. George works closely with both Florida Gulfshore Capital, a direct venture capital firm affiliated with Halstatt, and Trent Capital Partners, a direct private equity affiliate. He is a partner of Halstatt Real Estate Partners, a real estate private equity firm developed and sponsored by the Sproul family.

Prior to Halstatt, Mr. George held a variety of senior investment and general management positions. Most recently, he served as the President of Lehigh Technologies, a clean tech company initially backed by Halstatt and Florida Gulfshore Capital. While an officer at Lehigh he brought additional investors into the company including Kleiner Perkins Caufield and Byers and Index Ventures. In the 1990's, Mr. George led the investment activities at Compaq Computer Corporation (now HP). Before his time at Compaq, Mr. George was an investment banker at William Blair & Company in Chicago and completed over $400 million worth of public offerings and M&A assignments. During his career, he has also worked as a strategic consultant for McKinsey & Co., and an officer of Be Free, Inc., a software company he helped to start, take public, and later sell to ValueClick, Inc. (ticker:VLCK).

Mr. George received an undergraduate degree, with honors, from Harvard College where he concentrated in Economics. In addition, he holds an MBA from Harvard Business School. He currently serves as an officer and board member of the Harvard Club of Naples. He has over 15 years of principal investment experience.

Paul J. Marinelli, CFA
Managing Director & Senior Portfolio Manager
(239) 263-4079

Paul "PJ" Marinelli is a Managing Director and Senior Portfolio Manager at Antonetti Capital Management, LLC. In addition to his investment management and client relationship responsibilities, he leads the independent research functions of Antonetti Capital Management (ACM).

Prior to joining ACM, Paul spent five years at Naples Capital Advisors, a Registered Investment Advisor owned by Capital Bank, NA. As President and Chief Investment Officer, he focused on customized global multi-cap dividend portfolios constructed using primarily individual stocks and bonds. His research efforts took him around the world to meet with management teams and tour the facilities of companies from Australia to Israel. Before his time at Naples Capital Advisors, he worked for Citigroup Asset Management and Legg Mason's Private Portfolio Group in the New York City area responsible for the oversight and trading of over $1 Billion in assets under management.

Paul received an undergraduate degree from Duke University majoring in Economics and became a Chartered Financial Analyst (CFA) Charter holder in 2007. He serves on various boards and committees for charitable and environmental organizations in Southwest Florida including a position on the Lutgert School of Business Advisory Council. He grew up in Naples before leaving for college and his time in New York, returning to Naples in 2008.

Cheryl Heuler, Vice President & Operations Manager
(239) 403-0021

Cheryl Heuler is Vice President and Operations Manager at Antonetti Capital Management, LLC. She is responsible for client service, daily operations and compliance activities. Ms. Heuler has 38 years of financial industry experience. Her experience includes international banking, private client banking and investment management operations. Prior to joining Antonetti Capital Management, Cheryl was an Assistant Vice President at PNC Bank responsible for the Letter of Credit department managing an international and domestic portfolio. Most recently Cheryl held the position of Vice President and Operations Manager at the Naples, FL office of Fort Pitt Capital Group and was a Client Service Associate at UBS. She has attended the University of Pittsburgh with emphasis on business and accounting.

Rob Edwards Jr., Investment Analyst

Rob Edwards is an Investment Analyst at Antonetti Capital Management, LLC and is responsible for conducting investment research and assisting with portfolio construction. Rob began his career with Wells Fargo where he worked as a Securities Trader, overseeing $2 billion in client assets. He graduated with a Bachelor of Science Degree in Finance from Florida State University and completed his MBA at University of Notre Dame University - Mendoza College of Business with a dual concentration in Investments and Corporate Finance. He holds the FINRA Series 7 and 66 licenses and has passed Level I of the CFA® Exam.


If you or someone you know is seeking objective and professional investment advice, please contact us at
(239) 403-0218.

Antonetti Capital Management, LLC
2590 Golden Gate Parkway Suite 101
Naples, FL 34105

Antonetti Capital Management is registered as an investment adviser with the state of Florida. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. State of Florida registration does not constitute an endorsement of the firm by the state of Florida nor does it indicate that the adviser has attained a particular level of skill or ability.