Carrie Angott
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.
Vibhaw Arya
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 […]
Russell Babiarz
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 […]
Daniel Beaudette
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 […]
Robert Bezzone
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 […]
James Bitonte
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 […]
Matthew Borriello
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 […]
Robert Brown
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 […]
Blades Brown
Age: 17 Hometown: Nashville, Tennessee Instagram: @bladesbrown Years Playing Golf: 9 Joined Team Transcend: March 2024 Reached the #1-ranking in the Boys AJGA Rankings in September of 2024 and is the #79-ranked men’s amateur golfer in the world. Notable Highlights: Medalist at the 2024 U.S. Junior Amateur at Oakland Hills Country Club (joins Tiger Woods […]
Glen Bushery
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 […]
