About Us

Poinciana’s team is comprised of a group of partners who also maintain leadership roles in affiliated CPA firm Ellrich, Neal, Smith, & Stohlman, P.A. (ENSS):

A: We provide our services to individuals, families, businesses, trusts, partnerships, not-for-profit organizations and retirement plans who wish to pursue long-term goals based on our strategic approach to managing wealth.

Joshua B. Angell, CFA, ASA, CPA/ABV

Partner, Chief Investment Officer

Josh Angell is the head of investments of Poinciana Advisors Group, LLC and is responsible for formulating investing strategies, constructing portfolios, managing client risks, and serving as lead financial advisor for our high-net and ultra-high-net worth clients. Josh joined Poinciana Advisors Group in 2009, and became a managing member in 2018.

Josh graduated Summa Cum Laude (Valedictorian) from Florida State University with a B.S in Accounting and Finance. He also holds the Chartered Financial Analyst (CFA) designation from CFA Institute, which he obtained on his first-attempt. The CFA program is a rigorous institutional training curriculum covering many areas of investment management, which Josh has incorporated into the asset management process for our clients. In addition to holding the CFA Charter, Josh is a Certified Public Accountant (CPA) and Accredited in Business Valuation (ABV) by the American Institute of Certified Public Accountants (AICPA). He is also an Accredited Senior Appraiser with a Business Valuation Specialty from the American Society of Appraisers.

In addition to his roles with Poinciana Advisors, Josh serves as the Senior Managing Director of the Valuation Advisory Services practice of Ellrich, Neal, Smith, & Stohlman, P.A., our accounting affiliate, where he specializes in valuing closely held companies and advising high net worth clients on complex accounting and valuation related matters. Josh is also the founder and Chief Investment Officer of TBG Capital Partners, LP, a value-oriented and event-driven investment partnership, specializing in undervalued and special situations investments on a global basis. TBG Capital Management, LLC was named the most consistent event-driven hedge fund (3 years), and the most innovative in undervalued security investing in 2018 by Acquisition International. It was also named the Best Event Driven Fund by Wealth & Finance Magazine in 2018. Josh is also the co-author of the VPS Discounts for Lack of Marketability Guide and Toolkit, an industry treatise on illiquidity and illiquidity discounts.

Josh resides in Palm Beach Gardens, Florida where he enjoys playing guitar, reading, and spending time with his family. He has a passion for helping people achieve their long-term financial goals and educating them on the intricacies of the financial markets. 

W. David Ellrich, CPA/ABV, ASA, CFE, CVA, CFF

Partner
 

Dave Ellrich is a founding member and currently serves on the advisory board of Poinciana Advisors Group, LLC. With his extensive accounting, investment, and financial related experience, he provides strategic direction and insight to the other members of our Advisory Board and our Chief Investment Officer.

Dave earned his undergraduate degree from the Florida State University and continues to support the FSU College of Business both with his time and financial resources. Dave is also a Shareholder and Managing Partner of Ellrich, Neal, Smith, & Stohlman, P.A., our accounting affiliate, and holds a Graduate Degree in Accounting from Stetson University. Dave has been a practicing CPA since 1981, following service as an Internal Revenue Service Special Agent. He is an Accredited Senior Appraiser in Business Valuation, a Certified Valuation Analyst, Accredited in Business Valuation, a Master Analyst in Financial Forensics and a Certified Fraud Examiner.  Dave is also a past recipient of the U.S. Treasury Special Achievement Award and has authored several articles for publication. His testimony has been requested in both federal and state courts as an expert witness, and he served four years on the 15th Circuit Judicial Nominating Commission.  He is a member of the American Institute of Certified Public Accountants, the Florida Institute of Certified Public Accountants, the American Society of Appraisers, the Association of Certified Fraud Examiners, and the National Association of Certified Valuation Analysts. Dave has also worked as an IRS instructor and often lectures at graduate level accounting programs.

Dave was born in Connecticut and raised in Florida where he cultivated his love for the outdoors. Dave and his wife Becky Moore merged their respective accounting practices in 1986 and have enjoyed their continued success together as the firm has grown.  Dave, Becky and their three children live and work in Palm Beach Gardens.  They recently purchased a second home in Utah where Dave is able to enjoy his passion for hunting, fishing and horseback riding.

Karyl H. Neal, CPA/PFS

Partner, Financial Advisor

Karyl Neal is a founding member and lead financial advisor of Poinciana Advisors Group, LLC. She has been instrumental in building many of Poinciana’s long-term client relationships, and is primarily responsible for advising clients on investment and tax related matters, constructing investment portfolios, and coordinating firm resources to service client needs.

Karyl earned her undergraduate degree in accounting from the University of Florida and has been advising clients of Poinciana since 2005. In addition to her duties at Poinciana Advisors Group, she is a Partner of Ellrich, Neal, Smith & Stohlman, P.A., our accounting affiliate, where she manages the tax department. Karyl is an active member of the AICPA’s Tax Division, Technology Division and Financial Planning Division.  Karyl is also a member of the American Institute of Certified Public Accountants and the Florida Institute of Certified Public Accountants. Karyl is an Advisory Board Member of the Dwyer High School Finance Academy and mentors one academy student interested in the accounting field every summer. She is the past Finance Director of Baseball for the Jupiter/Tequesta Athletic Association and is a past Treasurer for the Comprehensive AIDS Program of Palm Beach County, Inc.

Karyl lives in Jupiter with her husband and two children.

Matthew C. Smith, CPA/ABV, CVA

Partner, Head of Business Development

Matt Smith is a founding member and currently serves on the advisory board of Poinciana Advisors Group, LLC. Matt is primarily responsible for client relationship management and business development, and provides strategic insight to our advisory board.

Matt received his undergraduate degree in Business Administration from the University of North Florida, and is currently a Partner and Shareholder of Ellrich, Neal, Smith & Stohlman, P.A., our accounting affiliate, where he supports the business valuation and litigation services department. Matt is a Certified Public Accountant, registered to practice in the State of Florida, and is Certified in Financial Forensics and Accredited in Business Valuation by the American Institute of Certified Public Accountants. He is also a Certified Valuation Analyst (CVA), and a member of the American Institute of Certified Public Accountants, the Florida Institute of Certified Public Accountants, and the National Association of Certified Valuation Analysts.

Matthew S. Stohlman, CPA/ABV, CFE, CFF

Partner, Financial Advisor

Matthew Stohlman is a founding member and financial advisor, and currently serves on the advisory board of Poinciana Advisors Group. Matt is primarily responsible for providing investment advisory services to clients, and financial and strategic direction to the firm.

Matthew earned a Bachelor of Science in Accounting, with a minor in international business, from Miami University in Oxford, Ohio. He is also currently a Shareholder and Partner of Ellrich, Neal, Smith, & Stohlman, P.A, our accounting affiliated, where he specializes in advising high net worth in complex accounting matters and divorce. Prior to joining Poinciana Advisors Group, Matthew was manager of the consulting department of Rubin, Brown, Gornstein & Co., LLP in St. Louis, Missouri and has testified as an expert and fact witness in courts in Florida and Missouri.  He is Accredited in Business Valuation (ABV) by the American Institute of Certified Public Accountants, and a Certified Fraud Examiner by the Association of Certified Fraud Examiners. Matthew is also a member of the American Institute of Certified Public Accountants and the Florida Institute of Certified Public Accountants. Matthew has been recently honored by the Legal Aid Society for providing free accounting services on pro bono cases.