About US

Partner Message

At CAPATA Financial, we have the job of managing the savings of individuals, families, and businesses. This enormous responsibility stems from the trust our clients place in us, a fact that is central to our motto, “trust before yield.” To reinforce this trust, it’s crucial for us to explain how we manage your hard-earned savings and, specifically, our overarching investment philosophy guiding our approach to allocating capital. By sharing our philosophy, we aim to offer insights into our decision-making process, helping you understand the rationale behind each recommendation. Whether you are an experienced investor or just starting out, we believe you deserve a transparent view of our strategies. We hope you find reassurance in our approach, gaining a deeper understanding of who we are at CAPATA Financial and, more importantly, why you are with CAPATA Financial.

Our team

Kevin Cloward

Managing Partner

Gary Capata


Sal Kureh


Michael Collins


Ana Lemus

director of operations