Nicholas Swider
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.
Matthew Borriello
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.
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.
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