Roxanne Ertle

Roxanne Ertle specializes in coordinating and implementing both on-demand and routine RIA and Family Office special projects at Blue Ocean Capital. With a keen focus on precision and professionalism, she handles client requests and executes operational transactions including data aggregation, money movement and trading. Roxanne’s depth of experience and commitment to delivering seamless service make her an invaluable part of the firm’s client support and operational team.

With more than 25 years of experience in the wealth management industry, Roxanne has held diverse roles spanning compliance, administration and operations. Her background has given her a well-rounded perspective and the adaptability to meet the varied needs of clients while maintaining the highest standards of care and accuracy.

Prior to joining Blue Ocean Capital, Roxanne worked with Cypress Capital Group, where she further refined her expertise in operational and administrative processes supporting client portfolios.

Roxanne values the positive and collaborative culture at Blue Ocean Capital, where open communication is encouraged and employee input is truly valued. She takes pride in her role supporting account administration and family office operations, and approaches each client relationship with honesty, integrity and determination. Outside the office, Roxanne finds joy in simple, meaningful moments spent with loved ones, whether enjoying the outdoors or connecting over shared experiences.

Roxanne holds a Bachelor of Science in Business Management from Florida Atlantic University. She and her husband live locally, and she enjoys running and spending quality time with family and friends whenever possible.