Bringing you live news and features since 2006 

Capital Guardian opens West Palm office


Investment brokerage firm Capital Guardian has opened its West Palm Intracoastal Family Office.

Jeffrey Eagle, Jack Kaplan and Paul Vattiato will serve as directors.

The new firm focuses on the realities of transitions, longevity and successful aging.

Scott Youngberg, a sole practitioner has also joined the firm and will be maintaining his standalone practice. Ingrid Watterson is the administrator of client experience and office manager.

Vattiato says: "Our vision is to grow our practice to be the ‘go to’ resource in providing education, advisory excellence and pragmatic solutions in this new decade of challenge, brought forth with dignity, professionalism and passion.”

"Capital Guardian is very excited to have such a talented and experienced group of professionals to build the foundation of our West Palm office. We expect to add another four to six quality advisers to this office over the next six to 12 months," says Tony Montanari (pictured), director of business development for Capital Guardian.

Latest News

EFAMA has published its latest Monthly Statistical Release for May 2024...
Solactive writes that it has expanded its collaboration with Kiwoom Asset Management by providing the underlying indices to the KIWOOM..
MSCI has announced the launch of MSCI Private Capital Indexes, writing that with growing investor interest in private markets, high..
Matteo Greco, Research Analyst at Fineqia International, writes that bitcoin (BTC) ended the week at approximately USD68,150, marking a 12.1..

Related Articles

Scott Kefer, VictoryEx Capital Holdings
Bailey McCann writes that active ETFs are capturing investor interest, according to the latest data from Morningstar, which finds that...
Chris Lo, Columbia Threadneedle
In a recent insight on India by Columbia Threadneedle Investments, the firm reports that the country’s economic reforms, which aim...
With an election on the horizon in the United States a group of ETFs is poised to capture investments on...
Robot worker
Qraft Technologies, based in South Korea, specialises in the use of AI in security selection and portfolio construction....
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by