Michael Saul
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 […]
Eric Schwartz
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 […]
Leigh Shannon
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.
Ben Shear
Director, Performance Training For more than 25 years, Ben has been widely regarded as one of the golf industry’s leading performance coaches, having worked with numerous PGA TOUR pros including major championship winners. He is currently working with multiple golfers ranked in the top 100 of the World Golf Rankings. He is the Chief Fitness […]
Caleb Surratt
Age: 20 Hometown: Indian Trail, North Carolina Instagram: @calebsurratt1 Years Playing Golf: 15 Joined Team Transcend: July 2022 Caleb played two seasons at the University of Tennessee before joining Legion XIII on the LIV Golf Tour. Notable Highlights: Finished T-13 in his first LIV event at LIV Mayakoba Helped lead Legion XIII to a second […]
Nicholas Swider
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.
Richard Swift
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 […]
Bradford Vannelli
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 […]
Bridgette Waldron
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 […]
Stephen Walsh
Stephen is a Director at Transcend Capital Advisors. Prior to joining Transcend, Stephen held business development roles at Carr Golf Travel, Yondr Group, and was the Owner of Center Link Consulting, LLC. In addition to his endeavors in business, he is a professional musician and entertainer. Stephen earned a Bachelor of Science degree from University […]
