We carefully measure goals and risk tolerance to help develop a proper allocation strategy and choose high-quality investment vehicles customized for each and every client portfolio.
▪ 20 + years Financial Industry Experience
▪ Directs Capstan’s long term strategic plan and helps to oversee practice's mission, vision & values
▪ Specializes in Insurance & Wealth Preservation
▪ 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 41 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, recruitment and hiring practices 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 as well as represents Capstan at key community events, industry conferences and practice functions.
His broad investment planning knowledge got its roots more than 20 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 in Sarasota 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 with their finances 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.
▪ 30 + years Financial Industry Experience
▪ Portfolio Strategist & Technical Analyst
▪ Chartered Retirement Plan Counselor (CRPC®)
▪ Accredited Domestic Partnership Advisor (ADPA®)
▪ 5-Star Wealth Manager (2012-2019)*
Carrie has spent more than two and one half decades within the financial services community. First with Boatmen's Bank in St. Louis, followed by PaineWebber/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 regis-trations and Life, Health, Long - Term care and Annuity licenses in addition to holding the Chartered Retirement Plan Counselor (CRPC®) and Accredited Domestic Partnership AdvisorSM (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 has previously sat on the IMG Foundation Board of Directors, and the Executive Board of Directors for ALSO, a local non-for-profit charity aiding youth in LGBTQ community and has completed the Sarasota Chamber of Commerce Leadership program in years past. Carrie joined the Sarasota community from St. Louis, MO 15 years ago to enjoy warmer weather and has built a home for herself with her two rescued greyhounds, for which she has an immense passion.
Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns.
*The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional ) , is based on 10 objective criteria. Eligibility criteria – required: 1 . Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional , the wealth manager has not ; A. Been subject to a regulatory act ion that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three set t led or pending complaints filed against them and/or a total of five set t led, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional ’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional ’s consumer complaint process; feedback may not be representative of any one client ’s experience; C. Individually contributed to a financial settlement of a customer complaint ; D. Fi led for personal bankruptcy within the past 1 1 years; E. Been terminated from a financial services firm within the past 1 1 years; F. Been convicted of a felony) ; 4. Ful filled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non- institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager ’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client ’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be const rued as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/select ion methodology, go to fivestarprofessional.com.
602 Sarasota-area wealth managers were considered for the award; 60 (10% of candidates) were named 2019 Five Star Wealth Managers; 2018 - 626 Sarasota-area wealth managers were considered for the award, 52 (9% of candidates) were named Five Star Wealth Managers; 2017 - 434 Sarasota-area wealth managers were considered for the award, 40 (10% of candidates) were named Five Star Wealth Managers; 2016- 464 Sarasota-area wealth managers were considered for the award, 96 (20% of candidates) were named Five Star Wealth Managers; 2015 - 602 Sarasota-area wealth managers were considered for the award, 112 (19% of candidates) were named Five Star Wealth Managers; 2014 - 849 Sarasota-area wealth managers were considered for the award, 146 (17% of candidates) were named Five Star Wealth Managers; 2013- 652 Sarasota-area wealth managers were considered for the award, 141 (22% of candidates) were named Five Star Wealth Managers; 2012 - 530 Sarasota-area wealth managers were considered for the award, 149 (28% of candidates) were named Five Star Wealth Managers.
▪ 15+ 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 fifteen 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 an 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 help 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.
We have the knowledge and experience to aid you in your retirement planning, tax-efficient investing, and help you manage and preserve your wealth through all phases of life.
Our company was founded on mutual trust, enduring value, and lasting client relationships, with each team member supremely devoted to upholding the highest possible standards for customer service.
▪ 5 + years of Service and Financial Industry Experience
▪ Director of First Impressions
▪ Implements Service Standards through all departments
Whether working for large corporations or government agencies, Savannah has always prioritized her customers’ needs. She brings to Capstan real-world knowledge and problem solving in an effort to deliver a better experience for our clients. After an interest in Journalism during college, Savannah seized the opportunity to work for the United States Postal Service. There she honed the organization and efficiency skills necessary to excel in the demanding financial services industry. Combining an interest in sales and marketing with a desire for even more direct interaction with her customers, Savannah began working for Verizon Russell Cellular. She quickly became an essential part of the company and a top ten sales associate within her first two months. Savannah is an engaging team player, helping everyone at Capstan coordinate personal attention to every client relationship and since joining Capstan in 2020, she has championed first impressions for all visitors to Capstan Center.
Born in Louisville, Kentucky, Savannah moved to Englewood, Florida at the age of 5 and is a Florida girl at heart. In her free time, she enjoys going to the beach, cooking, spending time with friends and family, and helping her daughter, Isabella, learn and explore the world around her.
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