Archives: Teams

Jacob Grossman

Jacob is a Managing Partner 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, he was a Partner and sector head at Glenview Capital, a leading diversified hedge fund. Previously, Jacob held equities research roles at Goldman Sachs and Lehman Brothers (now Barclays)

Matt Fassnacht

Matt is a Managing 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 Capital where he was responsible for all aspects of portfolio management for public equity portfolios in the technology, consumer and industrial sectors. Matt is

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.

Emily Nikoloudis

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.

Geri Mira

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.

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.

Cheryl Andrew

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.

Lara Philibosian

Lara is a Manager, Operations at Transcend Capital Advisors. Prior to joining Transcend, Lara worked as a Fixed Income Product Manager at E*TRADE/Morgan Stanley. Prior to that, she worked as a Registered Client Associate at Merrill Lynch. Lara holds a Bachelor of Science in Finance from Rutgers University.

Kara Valentine

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

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 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