Our wealth advisors and associates prioritize you, your family and your future. Our broader team of partners brings decades of professional investment experience and an extensive network of relationships. Together, we deliver sophisticated advice and compelling investment opportunities, creating a client experience that goes far beyond the ordinary.
Senior Associate
Cheryl is a Senior Associate at Transcend Capital Advisors. Prior to joining Transcend, Cheryl worked at FFP Wealth as an Operations Manager for a branch of supervisory jurisdiction. She has over 15 years of experience in all aspects of trading, operations and client service.
Cheryl holds a Bachelor of Science in Business Administration from Kean University.
Cheryl is a Senior Associate at Transcend Capital Advisors. Prior to joining Transcend, Cheryl worked at FFP Wealth as an Operations Manager for a branch of supervisory jurisdiction. She has over 15 years of experience in all aspects of trading, operations and client service.
Cheryl holds a Bachelor of Science in Business Administration from Kean University.
Senior Associate
Carrie Angott is a Senior Associate at Transcend Capital Advisors. Prior to joining Transcend, Carrie spent 20 years as a Client Associate at Merrill Lynch. She is experienced in the daily operations of client management, including account administration, account opening and money movement.
Carrie Angott is a Senior Associate at Transcend Capital Advisors. Prior to joining Transcend, Carrie spent 20 years as a Client Associate at Merrill Lynch. She is experienced in the daily operations of client management, including account administration, account opening and money movement.
Partner, Chief Wealth Officer
Vib is a Partner and Chief Wealth Officer at Transcend Capital Advisors. Prior to joining Transcend, Vib served as Chief Operating Officer at Shufro Rose, a wealth management firm in New York City. He has spent over 25 years within the wealth management and investment management industry. Vib is frequently requested to participate as a thought leader for wealth management industry conferences and media.
Vib holds a Bachelor of Arts in Computer Science from New York University and an MBA from New York University’s Leonard N. Stern School of Business.
Vib is a Partner and Chief Wealth Officer at Transcend Capital Advisors. Prior to joining Transcend, Vib served as Chief Operating Officer at Shufro Rose, a wealth management firm in New York City. He has spent over 25 years within the wealth management and investment management industry. Vib is frequently requested to participate as a thought leader for wealth management industry conferences and media.
Vib holds a Bachelor of Arts in Computer Science from New York University and an MBA from New York University’s Leonard N. Stern School of Business.
Wealth Advisor
Russell is a Wealth Advisor at Transcend Capital Advisors. Prior to joining Transcend, Russell was an analyst in the strategic initiatives group at OneValley Ventures where he researched, evaluated, and recommended startups seeking investments and acceleration services. Previously, he founded Babz, a technology startup providing a unique video messaging experience blending the benefits of synchronous and asynchronous communication.
Russell holds a Bachelor of Business Administration from the University of Miami, graduating summa cum laude.
Russell is a Wealth Advisor at Transcend Capital Advisors. Prior to joining Transcend, Russell was an analyst in the strategic initiatives group at OneValley Ventures where he researched, evaluated, and recommended startups seeking investments and acceleration services. Previously, he founded Babz, a technology startup providing a unique video messaging experience blending the benefits of synchronous and asynchronous communication.
Russell holds a Bachelor of Business Administration from the University of Miami, graduating summa cum laude.
Wealth Advisor
Dan is a Wealth Advisor at Transcend Capital Advisors. Prior to joining Transcend, Dan was a Financial Advisor at Black Point Wealth Management. He has more than 15 years of financial services experience, having previously served as a Financial Advisor at Wells Fargo. Dan holds the Chartered Retirement Planning Counselor (CRPC) designation.
Dan holds a Bachelor of Science in Business Administration from the University of Rhode Island.
Dan is a Wealth Advisor at Transcend Capital Advisors. Prior to joining Transcend, Dan was a Financial Advisor at Black Point Wealth Management. He has more than 15 years of financial services experience, having previously served as a Financial Advisor at Wells Fargo. Dan holds the Chartered Retirement Planning Counselor (CRPC) designation.
Dan holds a Bachelor of Science in Business Administration from the University of Rhode Island.
Partner, Wealth Advisor
Rob is a Partner at Transcend Capital Advisors. Prior to joining Transcend, Rob served as Senior Vice President at Merrill Lynch. He has over three decades of experience in portfolio management and wealth planning as a financial advisor serving high and ultra-high net worth individuals and families. Rob has been consecutively recognized by Forbes in its annual list of top advisors. He serves on several nonprofit finance and charity boards.
Rob holds a Bachelor of Science in Finance from Villanova University.
Rob is a Partner at Transcend Capital Advisors. Prior to joining Transcend, Rob served as Senior Vice President at Merrill Lynch. He has over three decades of experience in portfolio management and wealth planning as a financial advisor serving high and ultra-high net worth individuals and families. Rob has been consecutively recognized by Forbes in its annual list of top advisors. He serves on several nonprofit finance and charity boards.
Rob holds a Bachelor of Science in Finance from Villanova University.
Partner
Jim is a Partner at Transcend Capital Advisors. Prior to joining Transcend, Jim served as a Senior Vice President and Senior Portfolio Strategist at Key Private Bank. He has more than 25 years of experience in the financial services industry and previously held roles as a Vice President and Portfolio Manager at TIAA, as well as roles at Fifth Third Securities and at JPMorgan Chase & Co.
Jim holds a Bachelor of Science in Family Financial Management from The Ohio State University.
Jim is a Partner at Transcend Capital Advisors. Prior to joining Transcend, Jim served as a Senior Vice President and Senior Portfolio Strategist at Key Private Bank. He has more than 25 years of experience in the financial services industry and previously held roles as a Vice President and Portfolio Manager at TIAA, as well as roles at Fifth Third Securities and at JPMorgan Chase & Co.
Jim holds a Bachelor of Science in Family Financial Management from The Ohio State University.
Wealth Advisor
Matt is a Wealth Advisor at Transcend Capital Advisors. Prior to joining Transcend, Matt was a Vice President Financial Consultant at Fidelity Investments. He focuses on comprehensive financial planning and investment management. He holds the designation of Certified Financial Planner (CFP).
Matt holds a Bachelor of Business Administration in Finance and a minor in Economics from James Madison University.
Matt is a Wealth Advisor at Transcend Capital Advisors. Prior to joining Transcend, Matt was a Vice President Financial Consultant at Fidelity Investments. He focuses on comprehensive financial planning and investment management. He holds the designation of Certified Financial Planner (CFP).
Matt holds a Bachelor of Business Administration in Finance and a minor in Economics from James Madison University.
Partner, Head of Fixed Income
Bob is a Partner and Head of Fixed Income at Transcend Capital Advisors. Prior to joining Transcend, Bob spent over 20 years at Fidelity Investments rising to become the Head of Institutional Fixed Income. Previously, he served as the President of Bonds overseeing more than $380 billion in assets under management with direct responsibility for Portfolio Management, the Chief Investment Office, Trading, Institutional Portfolio Management and Quantitative Research. Prior to overseeing the Bond Division, Bob was President of Fidelity’s Money Market Division overseeing more than $500 billion. He serves on the Board of Trustees at Bryant University and is Chair of the Investment Committee. Bob also serves on the Investment Committee of SolutionHealth. He is Chairman of the McKeryn Bridge Foundation and an Advisor to the venture capital firm, York IE.
Bob holds a Bachelor of Science in Business Management from Bryant University.
Bob is a Partner and Head of Fixed Income at Transcend Capital Advisors. Prior to joining Transcend, Bob spent over 20 years at Fidelity Investments rising to become the Head of Institutional Fixed Income. Previously, he served as the President of Bonds overseeing more than $380 billion in assets under management with direct responsibility for Portfolio Management, the Chief Investment Office, Trading, Institutional Portfolio Management and Quantitative Research. Prior to overseeing the Bond Division, Bob was President of Fidelity’s Money Market Division overseeing more than $500 billion. He serves on the Board of Trustees at Bryant University and is Chair of the Investment Committee. Bob also serves on the Investment Committee of SolutionHealth. He is Chairman of the McKeryn Bridge Foundation and an Advisor to the venture capital firm, York IE.
Bob holds a Bachelor of Science in Business Management from Bryant University.
Partner, Chief Financial Officer
Glen is a Partner and Chief Financial Officer at Transcend Capital Advisors. Prior to joining Transcend, Glen spent over 25 years in private equity accounting and fund administration. Most recently, he was Chief Financial Officer and Chief Compliance Officer at GenNx360 Capital Partners and prior to that, he held the same roles at Falconhead Capital Partners. Earlier in his career, Glen was Controller at Vestar Capital Partners, Assistant Controller at The Blackstone Group and spent 11 years as a Certified Public Accountant.
Glen holds a Bachelor of Science in Business Administration from Hofstra University.
Glen is a Partner and Chief Financial Officer at Transcend Capital Advisors. Prior to joining Transcend, Glen spent over 25 years in private equity accounting and fund administration. Most recently, he was Chief Financial Officer and Chief Compliance Officer at GenNx360 Capital Partners and prior to that, he held the same roles at Falconhead Capital Partners. Earlier in his career, Glen was Controller at Vestar Capital Partners, Assistant Controller at The Blackstone Group and spent 11 years as a Certified Public Accountant.
Glen holds a Bachelor of Science in Business Administration from Hofstra University.
Associate, Compliance and Operations
Will is an Associate, Compliance and Operations at Transcend Capital Advisors. Prior to joining Transcend, Will was part of Johnson & Johnson’s Summer Finance and Accounting internship program where he was exposed to critical business functions including audit, business development and marketing.
Will holds a Bachelor of Science in Finance and Business Analytics/Information Technology from Rutgers University, graduating magna cum laude.
Will is an Associate, Compliance and Operations at Transcend Capital Advisors. Prior to joining Transcend, Will was part of Johnson & Johnson’s Summer Finance and Accounting internship program where he was exposed to critical business functions including audit, business development and marketing.
Will holds a Bachelor of Science in Finance and Business Analytics/Information Technology from Rutgers University, graduating magna cum laude.
Director, Technology
Ector is a Director, Technology at Transcend Capital Advisors. Prior to joining Transcend, Ector worked for Black Diamond where he supported registered investment advisors leveraging the platform. Prior to Black Diamond, he spent a decade at Fidelity Investments within their Service Team, Active Trader Group and Central Supervisory Team.
Ector holds a Bachelor of Science in Business Administration from the University of Central Florida.
Ector is a Director, Technology at Transcend Capital Advisors. Prior to joining Transcend, Ector worked for Black Diamond where he supported registered investment advisors leveraging the platform. Prior to Black Diamond, he spent a decade at Fidelity Investments within their Service Team, Active Trader Group and Central Supervisory Team.
Ector holds a Bachelor of Science in Business Administration from the University of Central Florida.
Manager, Compliance and Operations
Lexie is a Manager, Compliance and Operations at Transcend Capital Advisors. Prior to joining Transcend, Lexie worked as a Client Associate at Merrill Lynch. Before Merrill Lynch, she worked in retail banking for PNC Bank.
Lexie holds a Bachelor of Science in Psychology, a Bachelor of Science in Sociology and a Master of Arts in Organizational Change Leadership from Western Michigan University.
Lexie is a Manager, Compliance and Operations at Transcend Capital Advisors. Prior to joining Transcend, Lexie worked as a Client Associate at Merrill Lynch. Before Merrill Lynch, she worked in retail banking for PNC Bank.
Lexie holds a Bachelor of Science in Psychology, a Bachelor of Science in Sociology and a Master of Arts in Organizational Change Leadership from Western Michigan University.
Partner, Head of Corporate Development and M&A
Vince is a Partner and Head of Corporate Development and M&A at Transcend Capital Advisors. Prior to joining Transcend, Vince was Managing Director, Head of M&A and Corporate Development at The Mather Group, a wealth management firm based in Chicago. Previously, he spent a decade in the Financial Institutions Group at UBS Investment Bank, specializing in M&A and capital raising within the wealth and asset management sectors. He began his career at Lincoln Financial Group, where he held multiple roles, including Senior Analyst on the Corporate Development team.
Vince holds a Bachelor of Arts from Cornell University, where he was a Meinig Family Cornell National Scholar, and an MBA with concentrations in Financial Investing and Corporate Finance from the Cornell Johnson Graduate School of Management.
Vince is a Partner and Head of Corporate Development and M&A at Transcend Capital Advisors. Prior to joining Transcend, Vince was Managing Director, Head of M&A and Corporate Development at The Mather Group, a wealth management firm based in Chicago. Previously, he spent a decade in the Financial Institutions Group at UBS Investment Bank, specializing in M&A and capital raising within the wealth and asset management sectors. He began his career at Lincoln Financial Group, where he held multiple roles, including Senior Analyst on the Corporate Development team.
Vince holds a Bachelor of Arts from Cornell University, where he was a Meinig Family Cornell National Scholar, and an MBA with concentrations in Financial Investing and Corporate Finance from the Cornell Johnson Graduate School of Management.
Partner, Wealth Advisor
Rick is a Partner at Transcend Capital Advisors. Prior to joining Transcend, Rick worked for UBS Wealth Management and The Ayco Company. He is a comprehensive financial planner, specializing in estate planning, investments, taxes, insurance, corporate benefits and retirement planning.
Rick holds a Bachelor of Science from Michigan State University. He also holds a Juris Doctor and an MBA from Wayne State University.
Rick is a Partner at Transcend Capital Advisors. Prior to joining Transcend, Rick worked for UBS Wealth Management and The Ayco Company. He is a comprehensive financial planner, specializing in estate planning, investments, taxes, insurance, corporate benefits and retirement planning.
Rick holds a Bachelor of Science from Michigan State University. He also holds a Juris Doctor and an MBA from Wayne State University.
Senior Associate
Marina is a Senior Associate at Transcend Capital Advisors. Prior to joining Transcend, Marina worked as a Relationship Manager at Fidelity Investments. She is experienced in client service, account administration and operations.
Marina holds a Bachelor of Business Administration in Finance from the University of Massachusetts Amherst.
Marina is a Senior Associate at Transcend Capital Advisors. Prior to joining Transcend, Marina worked as a Relationship Manager at Fidelity Investments. She is experienced in client service, account administration and operations.
Marina holds a Bachelor of Business Administration in Finance from the University of Massachusetts Amherst.
Senior Associate
Rachael is a Senior Associate at Transcend Capital Advisors. Prior to joining Transcend, Rachael was an Executive Assistant and Office Manager at Black Point Wealth Management. She has more than 20 years of experience in the financial services industry.
Rachael is a Senior Associate at Transcend Capital Advisors. Prior to joining Transcend, Rachael was an Executive Assistant and Office Manager at Black Point Wealth Management. She has more than 20 years of experience in the financial services industry.
Partner, Wealth Advisor
Matt is a Partner at Transcend Capital Advisors. Prior to joining Transcend, Matt founded and was Chief Executive Officer of First Principles Asset Management, a multi-family office focused on delivering institutional level wealth management services to ultra-high-net-worth individuals and families. Previously, he spent over two decades as a hedge fund manager at HHR and Clovis Capital where he was responsible for all aspects of portfolio management for public equity portfolios in the technology, consumer and industrial sectors. Matt is a professional race car driver having won two professional and one amateur season championships over the past five years.
Matt holds a Bachelor of Science in Marketing from Pennsylvania State University and an MBA in Finance and Accounting from the Wharton School of Business.
Matt is a Partner at Transcend Capital Advisors. Prior to joining Transcend, Matt founded and was Chief Executive Officer of First Principles Asset Management, a multi-family office focused on delivering institutional level wealth management services to ultra-high-net-worth individuals and families. Previously, he spent over two decades as a hedge fund manager at HHR and Clovis Capital where he was responsible for all aspects of portfolio management for public equity portfolios in the technology, consumer and industrial sectors. Matt is a professional race car driver having won two professional and one amateur season championships over the past five years.
Matt holds a Bachelor of Science in Marketing from Pennsylvania State University and an MBA in Finance and Accounting from the Wharton School of Business.
Chief Executive Officer
Brian is Chief Executive Officer at Transcend Capital Advisors. Prior to joining Transcend, Brian spent over 25 years as a private equity investor, most recently as a Partner at Veritas Capital. Previously, he co-founded and was a Managing Partner of North Cove Partners and prior to that, served as Co-Head of BAML Capital Partners, the private equity investment arm of Bank of America Merrill Lynch. He serves on the board of CURE Epilepsy and previously served on the March of Dimes New Jersey board.
Brian holds a Bachelor of Science in Finance from Boston College, graduating magna cum laude, and an MBA from Harvard Business School.
Brian is Chief Executive Officer at Transcend Capital Advisors. Prior to joining Transcend, Brian spent over 25 years as a private equity investor, most recently as a Partner at Veritas Capital. Previously, he co-founded and was a Managing Partner of North Cove Partners and prior to that, served as Co-Head of BAML Capital Partners, the private equity investment arm of Bank of America Merrill Lynch. He serves on the board of CURE Epilepsy and previously served on the March of Dimes New Jersey board.
Brian holds a Bachelor of Science in Finance from Boston College, graduating magna cum laude, and an MBA from Harvard Business School.
President, Chairman of the Investment Committee
Jacob is President and Chairman of the Investment Committee at Transcend Capital Advisors. Prior to joining Transcend, Jacob most recently served in executive leadership and portfolio management roles at Citadel, where he led a team managing a multibillion-dollar portfolio of stocks in the technology, communications, media, internet, payments, and services industries. Prior to joining Citadel, he was a Partner and sector head at Glenview Capital, a leading diversified hedge fund. Previously, Jacob held equities research roles at Goldman Sachs and Lehman Brothers (now Barclays) and worked as a mergers and acquisitions investment banker at Lehman Brothers.
Jacob holds a Bachelor of Science degree, with high honors, from Rutgers University and an MBA, with honors, from the University of Chicago Booth School of Business.
Jacob is President and Chairman of the Investment Committee at Transcend Capital Advisors. Prior to joining Transcend, Jacob most recently served in executive leadership and portfolio management roles at Citadel, where he led a team managing a multibillion-dollar portfolio of stocks in the technology, communications, media, internet, payments, and services industries. Prior to joining Citadel, he was a Partner and sector head at Glenview Capital, a leading diversified hedge fund. Previously, Jacob held equities research roles at Goldman Sachs and Lehman Brothers (now Barclays) and worked as a mergers and acquisitions investment banker at Lehman Brothers.
Jacob holds a Bachelor of Science degree, with high honors, from Rutgers University and an MBA, with honors, from the University of Chicago Booth School of Business.
Wealth Analyst
Matt is a Wealth Analyst at Transcend Capital Advisors. Prior to joining Transcend, Matt was a Registered Client Associate and Team Financial Advisor at Merrill Lynch. Prior to transitioning into finance, he served in the United States Air Force for four years, completing his service in 2006.
Matt holds a Bachelor of Science in Finance and an MBA from Eastern Michigan University.
Matt is a Wealth Analyst at Transcend Capital Advisors. Prior to joining Transcend, Matt was a Registered Client Associate and Team Financial Advisor at Merrill Lynch. Prior to transitioning into finance, he served in the United States Air Force for four years, completing his service in 2006.
Matt holds a Bachelor of Science in Finance and an MBA from Eastern Michigan University.
Partner, Wealth Advisor
Jon is a Partner at Transcend Capital Advisors. Prior to joining Transcend, Jon was the Founder and Managing Partner of Black Point Wealth Management and has over three decades of experience in the financial services industry. He takes a holistic approach to advising individuals and families and also provides fiduciary oversight and management of qualified plans. Jon holds the Chartered Financial Consultant (ChFC) designation.
Jon is a Partner at Transcend Capital Advisors. Prior to joining Transcend, Jon was the Founder and Managing Partner of Black Point Wealth Management and has over three decades of experience in the financial services industry. He takes a holistic approach to advising individuals and families and also provides fiduciary oversight and management of qualified plans. Jon holds the Chartered Financial Consultant (ChFC) designation.
Wealth Analyst
Laura is a Wealth Analyst at Transcend Capital Advisors. Prior to joining Transcend, Laura spent the majority of her career at Prudential Investments as a financial analyst in sales. Previously, she was a data analyst under the Mutual Fund and Annuity Information Management Team at Prudential.
Laura graduated from Virginia Tech with a Bachelor of Science in Finance.
Laura is a Wealth Analyst at Transcend Capital Advisors. Prior to joining Transcend, Laura spent the majority of her career at Prudential Investments as a financial analyst in sales. Previously, she was a data analyst under the Mutual Fund and Annuity Information Management Team at Prudential.
Laura graduated from Virginia Tech with a Bachelor of Science in Finance.
Manager, Finance and Operations
Sandra is Manager, Finance and Operations at Transcend Capital Advisors. Prior to joining Transcend, Sandra spent her career as an Executive Assistant at some of Wall Street’s top firms including Perella Weinberg Partners, the New York Stock Exchange and Goldman Sachs.
Sandra holds a Bachelor of Science in Finance from New Jersey City University.
Sandra is Manager, Finance and Operations at Transcend Capital Advisors. Prior to joining Transcend, Sandra spent her career as an Executive Assistant at some of Wall Street’s top firms including Perella Weinberg Partners, the New York Stock Exchange and Goldman Sachs.
Sandra holds a Bachelor of Science in Finance from New Jersey City University.
Senior Associate
Sidney is a Senior Associate at Transcend Capital Advisors. Prior to joining Transcend, Sidney served as a Client Strategist Associate at Key Private Bank. She has more than 13 years of experience in the financial services industry and previously held Client Service Associate and Trust Specialist roles at Morgan Stanley and Fifth Third Bank.
Sidney attended Liberty University.
Sidney is a Senior Associate at Transcend Capital Advisors. Prior to joining Transcend, Sidney served as a Client Strategist Associate at Key Private Bank. She has more than 13 years of experience in the financial services industry and previously held Client Service Associate and Trust Specialist roles at Morgan Stanley and Fifth Third Bank.
Sidney attended Liberty University.
Senior Associate
Hoa is a Senior Associate at Transcend Capital Advisors. Prior to joining Transcend, Hoa worked as a Registered Senior Client Associate at Merrill Lynch. She has been in the financial services industry for over 20 years.
Hoa holds a Bachelor of Science in Human Development from the University of California-Davis.
Hoa is a Senior Associate at Transcend Capital Advisors. Prior to joining Transcend, Hoa worked as a Registered Senior Client Associate at Merrill Lynch. She has been in the financial services industry for over 20 years.
Hoa holds a Bachelor of Science in Human Development from the University of California-Davis.
Partner, Wealth Advisor
Mark is a Partner at Transcend Capital Advisors. Prior to founding Transcend, Mark served as a Managing Director at UBS Private Wealth Management. He has been advising high net-worth individuals and families for over 25 years, focusing primarily on the tax-efficient preservation and growth of capital. Mark has been recognized by Barron’s and The Financial Times in its annual lists of top advisors.
Mark holds a Bachelor of Arts from Rutgers University, where he was named a Henry Rutgers Scholar.
Mark is a Partner at Transcend Capital Advisors. Prior to founding Transcend, Mark served as a Managing Director at UBS Private Wealth Management. He has been advising high net-worth individuals and families for over 25 years, focusing primarily on the tax-efficient preservation and growth of capital. Mark has been recognized by Barron’s and The Financial Times in its annual lists of top advisors.
Mark holds a Bachelor of Arts from Rutgers University, where he was named a Henry Rutgers Scholar.
Partner
Phil is a Partner at Transcend Capital Advisors. Prior to joining Transcend, Phil served as a Senior Vice President and Senior Fiduciary Strategist at Key Private Bank. Previously, he worked as a Senior Private Wealth Advisor for Busey Wealth Management for 13 years. Phil is a seasoned professional with expertise in trust and estate planning. He is on the Board of Directors for the American Heart Association of Lee and Collier County and is actively involved in several nonprofit organizations.
Phil holds a Bachelor of Science in Management with a minor in Business Law from Michigan State University.
Phil is a Partner at Transcend Capital Advisors. Prior to joining Transcend, Phil served as a Senior Vice President and Senior Fiduciary Strategist at Key Private Bank. Previously, he worked as a Senior Private Wealth Advisor for Busey Wealth Management for 13 years. Phil is a seasoned professional with expertise in trust and estate planning. He is on the Board of Directors for the American Heart Association of Lee and Collier County and is actively involved in several nonprofit organizations.
Phil holds a Bachelor of Science in Management with a minor in Business Law from Michigan State University.
Senior Associate
Amy is a Senior Associate at Transcend Capital Advisors. Prior to joining Transcend, Amy worked as a Senior Client Associate at Merrill Lynch. She has over 25 years of experience in the financial services industry.
Amy holds a Bachelor of Science in Finance from Ithaca College.
Amy is a Senior Associate at Transcend Capital Advisors. Prior to joining Transcend, Amy worked as a Senior Client Associate at Merrill Lynch. She has over 25 years of experience in the financial services industry.
Amy holds a Bachelor of Science in Finance from Ithaca College.
Vice President,
Corporate Development
Rick is a Vice President, Corporate Development at Transcend Capital Advisors. Prior to joining Transcend, Rick was an Analyst on the M&A and Growth team at Hightower Advisors where he evaluated and structured transactions with Registered Investment Advisors joining Hightower’s existing base of partner firms. Prior to Hightower, Rick was an Analyst at Third Bridge Group.
Rick holds a Bachelor of Science in Business Administration with concentrations in Finance and Marketing from the University of Richmond.
Rick is a Vice President, Corporate Development at Transcend Capital Advisors. Prior to joining Transcend, Rick was an Analyst on the M&A and Growth team at Hightower Advisors where he evaluated and structured transactions with Registered Investment Advisors joining Hightower’s existing base of partner firms. Prior to Hightower, Rick was an Analyst at Third Bridge Group.
Rick holds a Bachelor of Science in Business Administration with concentrations in Finance and Marketing from the University of Richmond.
Partner, Head of Operations
Maria is a Partner and Head of Operations at Transcend Capital Advisors. Prior to joining Transcend, Maria spent over ten years at Bank of America Merrill Lynch in various roles supporting financial advisors, servicing clients and most recently working alongside the Mid Atlantic Divisional Management team. Maria co-founded and currently serves as an active board member and volunteer of The Aubrey Foundation, a nonprofit organization devoted to student empowerment, education and community service.
Maria holds a Bachelor of Science in Finance from Bentley University, graduating magna cum laude.
Maria is a Partner and Head of Operations at Transcend Capital Advisors. Prior to joining Transcend, Maria spent over ten years at Bank of America Merrill Lynch in various roles supporting financial advisors, servicing clients and most recently working alongside the Mid Atlantic Divisional Management team. Maria co-founded and currently serves as an active board member and volunteer of The Aubrey Foundation, a nonprofit organization devoted to student empowerment, education and community service.
Maria holds a Bachelor of Science in Finance from Bentley University, graduating magna cum laude.
Senior Associate
Geri is a Senior Associate at Transcend Capital Advisors. Prior to joining Transcend, Geri worked at UBS for over 25 years as a Client Associate, Financial Advisor, Operations Manager, Supervisory Compliance Officer, and Team Administrator. She has over three decades of financial services experience.
Geri holds a Bachelor of Arts in Economics from the University of Michigan-Dearborn.
Geri is a Senior Associate at Transcend Capital Advisors. Prior to joining Transcend, Geri worked at UBS for over 25 years as a Client Associate, Financial Advisor, Operations Manager, Supervisory Compliance Officer, and Team Administrator. She has over three decades of financial services experience.
Geri holds a Bachelor of Arts in Economics from the University of Michigan-Dearborn.
Partner, Wealth Advisor
Andrew is a Partner at Transcend Capital Advisors. Prior to joining Transcend, Andrew spent 26 years at Merrill Lynch where he was a Senior Vice President. He was a multi-year member of the firm’s Circle of Excellence. Andrew holds the Certified Investment Management Analyst (CIMA) and Chartered Retirement Planning Counselor (CRPC) designations.
Andrew holds a Bachelor of Science in Finance from The Kelley School of Business at Indiana University.
Andrew is a Partner at Transcend Capital Advisors. Prior to joining Transcend, Andrew spent 26 years at Merrill Lynch where he was a Senior Vice President. He was a multi-year member of the firm’s Circle of Excellence. Andrew holds the Certified Investment Management Analyst (CIMA) and Chartered Retirement Planning Counselor (CRPC) designations.
Andrew holds a Bachelor of Science in Finance from The Kelley School of Business at Indiana University.
Co-Founder, Vice Chairman
Duncan is a Co-Founder and Vice Chairman at Transcend Capital Advisors. Prior to founding Transcend, Duncan was the Chief Executive Officer of NYSE Euronext. Earlier in his career, he was a Partner at Goldman Sachs. In addition to his responsibilities at Transcend, Duncan co-chairs the investment committee at Communitas Capital Partners, an early-stage venture fund, serves on the board of Anywhere Real Estate and is the President of Venezia FC.
Duncan holds a Bachelor of Arts from Colgate University and an MBA from Emory University.
Duncan is a Co-Founder and Vice Chairman at Transcend Capital Advisors. Prior to founding Transcend, Duncan was the Chief Executive Officer of NYSE Euronext. Earlier in his career, he was a Partner at Goldman Sachs. In addition to his responsibilities at Transcend, Duncan co-chairs the investment committee at Communitas Capital Partners, an early-stage venture fund, serves on the board of Anywhere Real Estate and is the President of Venezia FC.
Duncan holds a Bachelor of Arts from Colgate University and an MBA from Emory University.
Senior Associate
Emily is a Senior Associate at Transcend Capital Advisors. Prior to joining Transcend, Emily worked at UBS Private Wealth Management where she held the roles of Senior Client Associate, Wealth Strategy Associate and Team Administrator. She started her career at Smith Barney and has been with Transcend since its inception.
Emily attended New York University.
Emily is a Senior Associate at Transcend Capital Advisors. Prior to joining Transcend, Emily worked at UBS Private Wealth Management where she held the roles of Senior Client Associate, Wealth Strategy Associate and Team Administrator. She started her career at Smith Barney and has been with Transcend since its inception.
Emily attended New York University.
Client Associate
Jeff is a Client Associate at Transcend Capital Advisors. Prior to joining Transcend, Jeff worked for PNC Bank as a Universal Branch Specialist. He played professional hockey for six years before transitioning into a career in financial services.
Jeff holds a Bachelor of Arts in Criminal Justice from Western Michigan University.
Jeff is a Client Associate at Transcend Capital Advisors. Prior to joining Transcend, Jeff worked for PNC Bank as a Universal Branch Specialist. He played professional hockey for six years before transitioning into a career in financial services.
Jeff holds a Bachelor of Arts in Criminal Justice from Western Michigan University.
Partner, Wealth Advisor
Joe is a Partner at Transcend Capital Advisors. Prior to joining Transcend, Joe served as a Vice President and Senior Relationship Manager at Key Private Bank. Previously, he held roles as a Vice President and Financial Consultant at Charles Schwab and as a Financial Advisor at Morgan Stanley Wealth Management. Joe is a Board Member of the Boys & Girls Club of Collier County.
Joe holds a Bachelor of Science in Business Administration from Wagner College.
Joe is a Partner at Transcend Capital Advisors. Prior to joining Transcend, Joe served as a Vice President and Senior Relationship Manager at Key Private Bank. Previously, he held roles as a Vice President and Financial Consultant at Charles Schwab and as a Financial Advisor at Morgan Stanley Wealth Management. Joe is a Board Member of the Boys & Girls Club of Collier County.
Joe holds a Bachelor of Science in Business Administration from Wagner College.
Partner, Wealth Advisor
Michael is a Partner at Transcend Capital Advisors. Prior to joining Transcend, Michael spent over 25 years at Merrill Lynch where he was a Senior Vice President. He focuses on individual bonds, alternative investments and separately managed accounts. He holds the designations of Certified Investment Management Analyst (CIMA) and Charted Retirement Planning Counselor (CRPC). Michael also serves on the board of the Jewish Federation of Somerset Hunterdon & Warren Counties.
Michael holds a Bachelor of Science in Health Policy and Administration from Penn State University and an MBA from Rutgers University.
Michael is a Partner at Transcend Capital Advisors. Prior to joining Transcend, Michael spent over 25 years at Merrill Lynch where he was a Senior Vice President. He focuses on individual bonds, alternative investments and separately managed accounts. He holds the designations of Certified Investment Management Analyst (CIMA) and Charted Retirement Planning Counselor (CRPC). Michael also serves on the board of the Jewish Federation of Somerset Hunterdon & Warren Counties.
Michael holds a Bachelor of Science in Health Policy and Administration from Penn State University and an MBA from Rutgers University.
Partner, Wealth Advisor
Eric is a Partner at Transcend Capital Advisors. Prior to founding Transcend, Eric was a Senior Vice President at UBS Private Wealth Management and Smith Barney. For more than 25 years, he has been providing comprehensive wealth advisory services to entrepreneurs, private and public technology industry executives and professional athletes. Eric has been recognized by Barron’s, The Financial Times and Forbes in its annual lists of top advisors.
Eric holds a Bachelor of Science from Plattsburgh State University of New York and attended the Wharton School of Business to attain his Certified Investment Management Analyst (CIMA) accreditation.
Eric is a Partner at Transcend Capital Advisors. Prior to founding Transcend, Eric was a Senior Vice President at UBS Private Wealth Management and Smith Barney. For more than 25 years, he has been providing comprehensive wealth advisory services to entrepreneurs, private and public technology industry executives and professional athletes. Eric has been recognized by Barron’s, The Financial Times and Forbes in its annual lists of top advisors.
Eric holds a Bachelor of Science from Plattsburgh State University of New York and attended the Wharton School of Business to attain his Certified Investment Management Analyst (CIMA) accreditation.
Senior Associate
Leigh is a Senior Associate at Transcend Capital Advisors. Prior to joining Transcend, Leigh was an Associate Director at UBS Private Wealth Management. Before UBS, she held similar roles at Smith Barney and RBC. Leigh has been with Transcend since its inception.
Leigh attended Carnegie Mellon University.
Leigh is a Senior Associate at Transcend Capital Advisors. Prior to joining Transcend, Leigh was an Associate Director at UBS Private Wealth Management. Before UBS, she held similar roles at Smith Barney and RBC. Leigh has been with Transcend since its inception.
Leigh attended Carnegie Mellon University.
Director, Finance
Nick is a Director, Finance at Transcend Capital Advisors. Prior to joining Transcend, Nick worked as a Fund Controller, Manager and Associate Fund Controller at Carta. Before Carta, he worked as a Senior Fund Accountant at SEI Investments.
Nick holds a Bachelor of Science in Finance from Rutgers University.
Nick is a Director, Finance at Transcend Capital Advisors. Prior to joining Transcend, Nick worked as a Fund Controller, Manager and Associate Fund Controller at Carta. Before Carta, he worked as a Senior Fund Accountant at SEI Investments.
Nick holds a Bachelor of Science in Finance from Rutgers University.
Partner, Wealth Advisor
Rich is a Partner at Transcend Capital Advisors. Prior to joining Transcend, Rich was the portfolio manager of a long-short multi-sector equities hedge fund at Mariner Investment Group. Prior to his time at Mariner, he was a co-founder and portfolio manager at Stadia Capital which was acquired by Morgan Stanley. Previously, Rich worked as a corporate finance investment banker at Merrill Lynch & Co. He began his career as a Field Artillery Officer in the First Armored Division of the United States Army in Baumholder, Germany.
Rich graduated from the United States Military Academy with a Bachelor of Science in Economics and Systems Engineering, and an MBA in Finance from New York University.
Rich is a Partner at Transcend Capital Advisors. Prior to joining Transcend, Rich was the portfolio manager of a long-short multi-sector equities hedge fund at Mariner Investment Group. Prior to his time at Mariner, he was a co-founder and portfolio manager at Stadia Capital which was acquired by Morgan Stanley. Previously, Rich worked as a corporate finance investment banker at Merrill Lynch & Co. He began his career as a Field Artillery Officer in the First Armored Division of the United States Army in Baumholder, Germany.
Rich graduated from the United States Military Academy with a Bachelor of Science in Economics and Systems Engineering, and an MBA in Finance from New York University.
Partner, Wealth Advisor
Bradford is a Partner at Transcend Capital Advisors. Prior to joining Transcend, Bradford served as a Wealth Advisor, Senior Vice President at UBS Wealth Management. Prior to UBS, Bradford spent 13 years as a Vice President, Financial Advisor at Merrill Lynch. For over two decades, he has helped individuals, families and business owners with goal planning, cash management, lending and investment management. He holds the Chartered Retirement Planning Counselor (CRPC) designation awarded by the College for Financial Planning.
Bradford holds a Bachelor of Science in Finance from Oakland University.
Bradford is a Partner at Transcend Capital Advisors. Prior to joining Transcend, Bradford served as a Wealth Advisor, Senior Vice President at UBS Wealth Management. Prior to UBS, Bradford spent 13 years as a Vice President, Financial Advisor at Merrill Lynch. For over two decades, he has helped individuals, families and business owners with goal planning, cash management, lending and investment management. He holds the Chartered Retirement Planning Counselor (CRPC) designation awarded by the College for Financial Planning.
Bradford holds a Bachelor of Science in Finance from Oakland University.
Client Associate
Bridgette is a Client Associate at Transcend Capital Advisors. Prior to joining Transcend, Bridgette worked for Hill, Barth, King, and Sorce Wealth Advisors as a client Support Specialist where she worked closely with Financial Advisors to help them structure their businesses and serve high-net-worth individuals.
Bridgette graduated from Florida Gulf Coast University with a bachelor’s degree in finance and a concentration in financial services. She is currently pursuing her Certified Financial Planner (CFP) certification.
Bridgette is a Client Associate at Transcend Capital Advisors. Prior to joining Transcend, Bridgette worked for Hill, Barth, King, and Sorce Wealth Advisors as a client Support Specialist where she worked closely with Financial Advisors to help them structure their businesses and serve high-net-worth individuals.
Bridgette graduated from Florida Gulf Coast University with a bachelor’s degree in finance and a concentration in financial services. She is currently pursuing her Certified Financial Planner (CFP) certification.
