Team Members
Jeffrey M. Eagle
Director, Wealth Governance
Education
B.A. Monmouth University 1974
Community Service
Past Director of Comprehensive Alcoholism Rehabilitation Programs (CARP)
Established John Eagle Second Chance School providing education for adolescents in recovery at CARP, Inc.
Currently is serving on the Board of Directors of New Horizons Service Dogs Inc.
Active Puppy raiser for New Horizons which provides trained and certified service dogs to persons with disabilities.
Experience
Over 24 years with the same major wire house firm serving as advisor, portfolio manager, and financial planning specialist.
Jack L. Kaplan
Director, Strategy
Education
B.A. Brooklyn College of City of New York 1963
M.A. New York University 1966
PhD. New York University 1970
Community Service
Past Director and Officer of Greater Palm Beach Chapter, American Red Cross
Former President, Temple Beth David in Palm Beach Gardens, Florida
Current volunteer member of the Finance Committee of Greater Palm Beach, American Red Cross
Experience
Over 33 years with the same major wire house firm serving as advisor, wealth manager, and financial planning specialist.
Paul Vattiato
Director, Life Stories
Education
B.A. Wagner College 1969
M.A. Wagner College 1971
Community Service
Past Director, Compass, Inc.
Past President, Wellington Rotary Club and Paul Harris Fellow
Past member of Florida Bar Grievance Committee
Experience
Over 24 years with the same major wire house firm serving as advisor, aging specialist, and financial planning specialist.
Margo E. Kohlhoff
Relationship Manager
Education
B.S. Florida Atlantic University
Community Service
New Horizons Service Dogs, annual Salty Dog Dinner and Silent Auction, committee member
Boy Scouts of America Gulf Stream Council, Scouting for Youths with Disabilities program, executive committee
Junior Achievement of the Palm Beaches, Inc., Watch a Rising Star, committee member
Arc of Palm Beach County, Inc., Annual Arc Golf Tournament, committee member, Ugly Pants Party, co-chair
Jewels and Jeans, committee member
Executive Women of the Palm Beaches
Annual Women in Leadership Awards Luncheon, committee member
Women's Chamber of Commerce of Palm Beach County, Past 2nd Vice Chair, Past Chair of Women's Chamber Foundation
National Association of Professional Women
2009 Annual Athena Award Nominee
Experience
Over 10 years of expertise in the financial services industry in client service and relationship management coordinating various financial services for high net worth individuals, their families, and institutional clients.
Kathryn Crabtree
Technical Specialist
Education
B.A. Palm Beach Atlantic University 2011
CommunityServices Lupus Models of Success, committe member
VITA Volunteer Tax Preparer
Speak Up For Kids, volunteer
All Clear High School Girls Retreat Coordinator and Speaker
Students in Free Enterprise Member
Mission Trip, Sweden
Experience Kathryn Crabtree recently graduated summa cum laude from Palm Beach Atlantic University. She majored in Finance and received the Rinker School of Business Outstanding Finance Award. During her undergrad she completed an internship at Intracoastal Family Office.