Our Advisory Board

What is First Security Capital Management's Advisory Board?  This advisory board is a volunteer group of industry professionals who regularly meet to benefit from open discussions on ideas and trends.  Topics typically involve investments, asset management and protection, estate planning, taxes, economics, domestic and international news, as well as much, much more.

We'd like to take this opportunity to introduce you to some members of First Security Capital Management's Advisory Board:  Mark Smith, CPA of Smith & Waggoner, CPAs, PA as well as Joe Garbade, RTRP, IACCP of Tax Center. 

 

 

 

 

 

 

Mark Smith began his career as an accountant with the Law Firm Holland & Knight LLP.  His career progressed from Staff Accountant to Controller of various companies.  Mark's experience encompasses the entire business cycle.  Mark focuses his practice on new entities, start-ups, and taxation for businesses and individuals.

Mark earned a Bachelor's and Master's degree from the University of Central Florida.  Mark became a Certified Public Accountant in 2000.  Mark is active in the Venice Area Chamber of Commerce service as prior Chair of the Venice Area Young Professionals.  He is also a member of the Venice Family YMCA Advisory Board.  He coaches various sports for the local YMCA.

 

 

Income Tax Preparation Osprey

Joe Garbade contributes with independent and objective guidance in regulatory compliance and operational efficiency.   Mr. Garbade's extensive background with investments, regulatory compliance and operations for investment advisors includes certification as an Investment Advisor Certified Compliance Professional (IACCP), Financial Industry Regulatory Authority (FINRA) chairman and panel member arbitration training, Uniform Combine State Law Examination, and FINRA principal examinations in financial operations, general securities, municipal securities, and options.

Mr. Garbade also owns and operates Tax Center, providing a straightforward approach to income tax preparation and personalized bookkeeping services. Joe earned a Bachelor's degree in accounting and completed the Registered Tax Return Preparer (RTRP) requirements.

Joe is active in the community serving as Vice Chair of the Venice Chamber of Commerce Member Events Committee, member of Sarasota County Technical Institute's Business Technology Education Advisory Committee, and President of the Venice Area Toastmasters.

 

 

  • Raul Elizalde was Global Fixed Income and Quantitative Strategist for ING Barings, Head of Research at Santander Investment Securities, and Fixed Income and Emerging Markets Strategist for Banc of America Securities, all based in New York City. He began his investment career as a trader for Salomon Brothers Inc. in the mid 1980s.

    Raul advised portfolio managers across the US and throughout the world, and has made presentations at the World Bank, the Council of The Americas, the American Association of Individual Investors, the Emerging Markets Trading Association, and other organizations. He ranked among the top strategists in his field. His research work has been cited in the Journal of Portfolio Management and has recently been featured in a book by the Financial Times Press.

    Raul has an MS degree in engineering from University of Buenos Aires, Argentina, and an MBA degree from University of California at Los Angeles. He was licensed as a NYSE Supervisory Analyst and currently holds a NASAA 66 certification.

    Raul moved to Sarasota with his wife and their two daughters in 2002 and launched Path Financial LLC, an Investment Advisory firm, in 2008.

 

 

  • Although Antonio M. Regueiro was born in Madrid, Spain he had the opportunity to reside in the US during various times in his career. A graduate of the University of Madrid, with a degree in Biology, Antonio became Assistant Professor of Botany before pursuing a career in the Spanish National Research Council as Head Curator, Royal Botanic Garden Madrid. His next career was in private industry, working as a Landscape Architect specializing in the design of Botanic Gardens and residential developments.

    Antonio became interested in the financial markets during a long stay in the United Kingdom from where he managed his own portfolio with fledgling Internet tools. Since then, he has become a keen observer of the European financial scene and has excellent contacts in the Spanish political establishment, particularly in the pharmaceutical and real estate sectors.

    He is married with three children and he lives near Madrid. He has travelled extensively, particularly under sail. As a keen sailor, he is the only Spanish member of the exclusive Royal Cruising Club of London and has crossed the Atlantic 9 times under sail and twice under power. He has cruised the Mediterranean, the West Indies, the English Channel, the North Sea, the Baltic and French Polynesia.

  • Ivonne Cardona stands in the forefront of growing businesses in the Venice-Sarasota area.  Born and raised in New England, Ivonne comes from a fast paced environment led by experience in several industries.  With a Computer Information Systems degree from Bryant University and a Master's in International Finance from Brandeis University, she has embraced both studies to help businesses grow.  

We look forward to a long relationship with our entire group of professionals.

The above information is provided solely for convenience purposes and is not intended as an endorsement of services provided. Members of the Advisory Board are not affiliated or owned by First Security Capital Management.  Services provided by the Advisory Board are distinct and separate from those of First Security Capital Management.