▪  26 + years Financial Industry Experience
▪  Directs Capstan’s long term strategic plan and helps to oversee practice's mission, vision & values
▪  Series 24, 7, 63, 65 Registrations, and Life, Health, Variable Annuity licenses

Matt DePalma has devoted his entire career to the field of financial services. A Florida resident for more than 45 years, his local market familiarity is joined by extensive experience doing what he loves. As Managing Partner, Matt is responsible for directing Capstan’s long term strategic plan and the execution of the strategies necessary to achieve the practice's mission, vision, and values.

In addition, Matt oversees Capstan’s business expansion opportunities and advisor recruitment as well as the mentoring and professional development of our existing team members. He ensures that his leadership brings positive impact to the client experience, morale, administration, growth and integration of the practice and additionally, represents Capstan at key community events, industry conferences and practice functions.

His broad investment planning knowledge got its roots more than 28 years ago with Barnett Bank and saw him develop into one of the most accomplished investment professionals in the organization. Prior to forming Capstan, he most recently worked along the gulf coast of Florida with Banc of America Investment Services, Inc. where he was again recognized for outstanding service to his client base. Matt’s passion is helping people meet their financial goals which he’s done for more than two decades. He represents Capstan as a founding member of the Gulf Coast CEO Forum. Matt holds the Series 24, Series 7, Series 63, Series 65 registrations, and Life, Health and Variable Annuity licenses.

He currently resides in Sarasota with his wife Tia and two children, Shane and Matthew.

· 33+ years Financial Industry Experience
· Portfolio Strategist & Technical Analyst
· Chartered Retirement Plan Counselor (CRPC®)
· Accredited Domestic Partnership Advisor (ADPA®)

Carrie has spent over three decades within the financial services community. First with Boatmen's Bank in St. Louis, followed by Paine Webber/UBS, then Banc of America Investment Services and as a founding partner of Capstan, Carrie has consistently demonstrated her ability to deliver for her clients with persistent effort and diligent planning with a client-centered focus.

As a member of the Capstan Leadership Committee, Carrie develops and implements the practice's long-term strategic plan. Her day-to-day activities revolve around her responsibility for guiding Capstan's portfolio selection process through asset allocation, investment manager selection, technical and tactical analysis in addition to application of investment policies.

Carrie holds the Series 7, Series 63, Series 65 registrations and Life, Health, Long - Term care and Annuity licenses in addition to holding the Chartered Retirement Plan Counselor (CRPC®) and Accredited Domestic Partnership Advisors (ADPA®) designations from the College of Financial Planning. She is a graduate of the University of Missouri-St. Louis with a Bachelor of Science in Finance degree. Carrie previously sat on the IMG Foundation Board of Directors, the Executive Board of Directors for ALSO, a local non-for-profit charity aiding youth in LGBTQ community and completed the Sarasota Chamber of Commerce Leadership program in years past. Carrie joined the Sarasota community from St. Louis, MO 20+ years ago to enjoy warmer weather and has built a home for she and her husband, step-daughters and rescued greyhounds, for which she has an immense passion.


 

 
_{**Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns.}

▪  26 + years Financial Industry Experience
▪  Directs Capstan’s long term strategic plan and helps to oversee practice's mission, vision & values
▪  Series 24, 7, 63, 65 Registrations, and Life, Health, Variable Annuity licenses

Matt DePalma has devoted his entire career to the field of financial services. A Florida resident for more than 45 years, his local market familiarity is joined by extensive experience doing what he loves. As Managing Partner, Matt is responsible for directing Capstan’s long term strategic plan and the execution of the strategies necessary to achieve the practice's mission, vision, and values.

In addition, Matt oversees Capstan’s business expansion opportunities and advisor recruitment as well as the mentoring and professional development of our existing team members. He ensures that his leadership brings positive impact to the client experience, morale, administration, growth and integration of the practice and additionally, represents Capstan at key community events, industry conferences and practice functions.

His broad investment planning knowledge got its roots more than 28 years ago with Barnett Bank and saw him develop into one of the most accomplished investment professionals in the organization. Prior to forming Capstan, he most recently worked along the gulf coast of Florida with Banc of America Investment Services, Inc. where he was again recognized for outstanding service to his client base. Matt’s passion is helping people meet their financial goals which he’s done for more than two decades. He represents Capstan as a founding member of the Gulf Coast CEO Forum. Matt holds the Series 24, Series 7, Series 63, Series 65 registrations, and Life, Health and Variable Annuity licenses.

He currently resides in Sarasota with his wife Tia and two children, Shane and Matthew.

▪  18+ years Financial Industry Experience
▪  Member of Capstan's Asset Allocation, Investment Management & Investment Policy Team
▪  Chartered Financial Analyst (CFA^®) designation


Kerry’s experience spans more than eighteen years and two continents. Initially with Ibbotson Associates which was purchased by Morningstar, she started her career in Chicago Illinois as an analyst. She quickly used her experience to secure investment and analytics positions at Dimensional Fund Advisors followed by SunAmerica in Los Angeles. Most recently, Kerry was part of Harbourmaster Capital Management, now Blackstone, in Dublin, Ireland, where she was a member of the firm's investment committee and was responsible for institutional investments in over 25 companies.

Kerry has earned the Chartered Financial Analyst (CFA®) designation. For this designation, Kerry had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements. This helped enable her to be an essential part of the portfolio management team at Capstan. Her focus is on investment research in addition to refining asset allocation and investment policies.  She works hand in hand with our institutional investment resources and tirelessly brings their dynamics to each client’s portfolio construction process.  

Kerry graduated with a Master of Business Administration Degree from University College Dublin, Michael Smurfit Graduate Business School in Dublin, Ireland, and a Bachelor of Business Administration from the University of Wisconsin-Madison.

Kerry is a dual US/Irish citizen who enjoys yoga and volunteering when she's not spending time with her husband John and twin boys.

▪  18+ years Financial Industry Experience
▪  Directs practice’s marketing efforts
▪  Life, Health, Variable Annuity licenses
▪  Series 7 securities registration


Gala began her financial services career in 2008 as a Sales and Service Specialist with Bank of America. She was responsible for providing excellent client service and leading efforts for client retention within the branch network. At Capstan she spearheads the client-first mentality and oversees administrative responsibilities within the organization. As the Director of Marketing, Gala coordinates and prepares all marketing programs within the practice. In addition, as a licensed insurance professional, Gala also manages the Annuity, Life Insurance and Long Term Care Insurance processing at Capstan.

Gala moved to the United States in 2001 from Moscow, Russia. She enjoys reading, traveling and spending quality time with her family and friends. She resides in Sarasota and happy to call sunny Florida her home.

^{Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and underwritten by unaffiliated insurance companies.}

· 33+ years Financial Industry Experience
· Portfolio Strategist & Technical Analyst
· Chartered Retirement Plan Counselor (CRPC®)
· Accredited Domestic Partnership Advisor (ADPA®)

Carrie has spent over three decades within the financial services community. First with Boatmen's Bank in St. Louis, followed by Paine Webber/UBS, then Banc of America Investment Services and as a founding partner of Capstan, Carrie has consistently demonstrated her ability to deliver for her clients with persistent effort and diligent planning with a client-centered focus.

As a member of the Capstan Leadership Committee, Carrie develops and implements the practice's long-term strategic plan. Her day-to-day activities revolve around her responsibility for guiding Capstan's portfolio selection process through asset allocation, investment manager selection, technical and tactical analysis in addition to application of investment policies.

Carrie holds the Series 7, Series 63, Series 65 registrations and Life, Health, Long - Term care and Annuity licenses in addition to holding the Chartered Retirement Plan Counselor (CRPC®) and Accredited Domestic Partnership Advisors (ADPA®) designations from the College of Financial Planning. She is a graduate of the University of Missouri-St. Louis with a Bachelor of Science in Finance degree. Carrie previously sat on the IMG Foundation Board of Directors, the Executive Board of Directors for ALSO, a local non-for-profit charity aiding youth in LGBTQ community and completed the Sarasota Chamber of Commerce Leadership program in years past. Carrie joined the Sarasota community from St. Louis, MO 20+ years ago to enjoy warmer weather and has built a home for she and her husband, step-daughters and rescued greyhounds, for which she has an immense passion.


 

 
_{**Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns.}

▪  26 + years Financial Industry Experience
▪  Directs Capstan’s long term strategic plan and helps to oversee practice's mission, vision & values
▪  Series 24, 7, 63, 65 Registrations, and Life, Health, Variable Annuity licenses

Matt DePalma has devoted his entire career to the field of financial services. A Florida resident for more than 45 years, his local market familiarity is joined by extensive experience doing what he loves. As Managing Partner, Matt is responsible for directing Capstan’s long term strategic plan and the execution of the strategies necessary to achieve the practice's mission, vision, and values.

In addition, Matt oversees Capstan’s business expansion opportunities and advisor recruitment as well as the mentoring and professional development of our existing team members. He ensures that his leadership brings positive impact to the client experience, morale, administration, growth and integration of the practice and additionally, represents Capstan at key community events, industry conferences and practice functions.

His broad investment planning knowledge got its roots more than 28 years ago with Barnett Bank and saw him develop into one of the most accomplished investment professionals in the organization. Prior to forming Capstan, he most recently worked along the gulf coast of Florida with Banc of America Investment Services, Inc. where he was again recognized for outstanding service to his client base. Matt’s passion is helping people meet their financial goals which he’s done for more than two decades. He represents Capstan as a founding member of the Gulf Coast CEO Forum. Matt holds the Series 24, Series 7, Series 63, Series 65 registrations, and Life, Health and Variable Annuity licenses.

He currently resides in Sarasota with his wife Tia and two children, Shane and Matthew.

▪  18+ years Financial Industry Experience
▪  Member of Capstan's Asset Allocation, Investment Management & Investment Policy Team
▪  Chartered Financial Analyst (CFA^®) designation


Kerry’s experience spans more than eighteen years and two continents. Initially with Ibbotson Associates which was purchased by Morningstar, she started her career in Chicago Illinois as an analyst. She quickly used her experience to secure investment and analytics positions at Dimensional Fund Advisors followed by SunAmerica in Los Angeles. Most recently, Kerry was part of Harbourmaster Capital Management, now Blackstone, in Dublin, Ireland, where she was a member of the firm's investment committee and was responsible for institutional investments in over 25 companies.

Kerry has earned the Chartered Financial Analyst (CFA®) designation. For this designation, Kerry had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements. This helped enable her to be an essential part of the portfolio management team at Capstan. Her focus is on investment research in addition to refining asset allocation and investment policies.  She works hand in hand with our institutional investment resources and tirelessly brings their dynamics to each client’s portfolio construction process.  

Kerry graduated with a Master of Business Administration Degree from University College Dublin, Michael Smurfit Graduate Business School in Dublin, Ireland, and a Bachelor of Business Administration from the University of Wisconsin-Madison.

Kerry is a dual US/Irish citizen who enjoys yoga and volunteering when she's not spending time with her husband John and twin boys.

▪  18+ years Financial Industry Experience
▪  Directs practice’s marketing efforts
▪  Life, Health, Variable Annuity licenses
▪  Series 7 securities registration


Gala began her financial services career in 2008 as a Sales and Service Specialist with Bank of America. She was responsible for providing excellent client service and leading efforts for client retention within the branch network. At Capstan she spearheads the client-first mentality and oversees administrative responsibilities within the organization. As the Director of Marketing, Gala coordinates and prepares all marketing programs within the practice. In addition, as a licensed insurance professional, Gala also manages the Annuity, Life Insurance and Long Term Care Insurance processing at Capstan.

Gala moved to the United States in 2001 from Moscow, Russia. She enjoys reading, traveling and spending quality time with her family and friends. She resides in Sarasota and happy to call sunny Florida her home.

^{Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and underwritten by unaffiliated insurance companies.}

▪ 20+ years Financial Industry Experience
▪ Administers Account Operations and Asset Movement
▪ Bilingual - English & Spanish

Dedication and working hard for clients is a way of life for Glenda. With over 20 years of Financial Services industry experience she has thrived through the changes and challenges of such a complex business. Spending the majority of this time ensuring clients receive excellent service, she also helped process some of the most complex financial transactions in her branch with accuracy and efficiency. Even while volunteering at her local church, she shares her extensive knowledge by assisting with the budget committee, recording donations, coordinating payments and arranging special activities.

Born in Caguas, Puerto Rico, she often assists clients by sharing her knowledge of being bilingual in both English and Spanish. After spending 29 years in the Brooklyn New York area, Glenda now calls North Port home for nearly 22 years. There she enjoys spending quality time with her husband and three daughters.