William Buttner
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 […]
Ector Cabetas
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 […]
Lexie Causley
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 […]
Gianna Clemente
Age: 16 Hometown: Estero, Florida Instagram: @giannaclementegolf Years Playing Golf: 14 Joined Team Transcend: April 2024 Reached the #1-ranking in the Girls AJGA Rankings in September 2024 and is the #25-ranked player in the Women’s World Amateur Golf Rankings. Notable Highlights: 2024 AJGA Mizuho Americas champion 2024 Junior Solheim Cup team member 2024 Rolex AJGA […]
Vince Curtin
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 […]
Richard Davis
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 […]
Marina DiTommaso
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.
Rachael DuFault
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.
Matt Fassnacht
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 […]
Brian Gorczynski
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 […]
