Jacob Grossman
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, […]
Ben James
Age: 21 Hometown: Milford, Connecticut Instagram: @benjames62_ Years Playing Golf: 17 Joined Team Transcend: June 2022 Ben was the first elite amateur golfer to join Team Transcend. Currently a Junior at the University of Virginia, Ben is ranked the #3 mens golfer in the World Amateur Golf Rankings (WAGR). Notable Highlights: 2024 Valero Texas Collegiate […]
Mia Hammond
Age: 16 Hometown: New Albany, Ohio Instagram: @mia.hammond.18 Years Playing Golf: 13 Joined Team Transcend: July 2024 Mia is the top ranked junior golfer in Ohio and a three-time AJGA Champion. She recently committed to play golf at Duke beginning in 2026 and is currently the #18-ranked player in the Girls AJGA Rankings. Notable Highlights: […]
Matthew Harbarcuk
Matt is a Director 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 […]
Laura Hartnett
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 […]
Sandra Jengo
Sandra is an Operations Specialist 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.
Hoa Le
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.
Mark Lichtenfeld
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 […]
Amy MacIsaac
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.
Rick McRae
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 […]
