Rethinking relationships.

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.

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.

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.

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.

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.

Rob is a Partner, Chief Compliance Officer and Chief Operating Officer at Transcend Capital Advisors. Prior to joining Transcend, Rob spent over 20 years in various legal and compliance-related roles that have afforded him the opportunity to gain extensive experience in most areas of a comprehensive compliance program. Most recently, he served as Chief Compliance Officer at Rockefeller Capital Management. Prior to that, he worked for other leading financial institutions including BNP Paribas, Standard & Poor’s, Jefferies & Co, Credit Suisse and FINRA.

Rob holds a Bachelor of Arts in Biology from the University of Virginia, a Juris Doctor degree from Rutgers School of Law and an MBA from Rutgers Business School.

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.

Will is an Operations and Compliance Associate 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.

Ector is a Manager, 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.

Lexie is an Operations Specialist 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.

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.

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.

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 an MBA from Eastern Michigan University.

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 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 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.

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 is an Associate, 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.

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.

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.

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.

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.

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.

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.

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.

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.

Rich is a Partner at Transcend Capital Advisors. Prior to joining Transcend, Rich worked at Edge Wealth Management and Merrill Lynch. He has over a decade of experience as a wealth management advisor and over two decades of experience working in institutional bond sales. He holds the designations of Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC).

Rich holds a Bachelor of Science in Accounting from SUNY Buffalo.

Nick is a Vice President, 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.

Kara is a Partner and Chief Marketing Officer at Transcend Capital Advisors. Prior to joining Transcend, Kara was Chief Marketing Officer at Cary Street Partners. Before Cary Street Partners, she was Head of Marketing at Rockefeller Capital Management and previously led marketing and brand strategy for Dynasty Financial Partners. Kara has also served in marketing leadership roles within Bank of America’s Global Wealth and Investment Management Division, working at both Merrill Lynch and U.S. Trust, as well as with Morgan Stanley. She serves on the Board of Trustees of the Oak Knoll School of the Holy Child and the Executive Board for the Center for Marketing and Consumer Insights at the Villanova School of Business.

Kara holds a Bachelor of Science in Business Administration/Marketing from Villanova 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.