Russell Babiarz
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 […]
Daniel Beaudette
Dan is a Wealth Advisor at Transcend Capital Advisors. Prior to joining Transcend, Dan was a Financial Advisor at Black Point Wealth Management. He has more than 15 years of financial services experience, having previously served as a Financial Advisor at Wells Fargo. Dan holds the Chartered Retirement Planning Counselor (CRPC) designation. Dan holds a […]
Robert Bezzone
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 […]
Matthew Borriello
Matt is a Partner 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 […]
Blades Brown
Age: 18 Hometown: Nashville, Tennessee Instagram: @bladesbrown Joined Team Transcend: March 2024 Reached the #1-ranking in the Boys AJGA Rankings in September of 2024 and turned professional in 2025 Notable Highlights: Medalist at the 2024 U.S. Junior Amateur at Oakland Hills Country Club (joins Tiger Woods and Bobby Clampett as the only players to earn […]
Robert Brown
Bob is a Partner and Head of Fixed Income at Transcend Capital Advisors. Prior to joining Transcend, Bob spent over 20 years at Fidelity Investments, rising to become the Head of Institutional Fixed Income. Previously, he served as the President of Bonds overseeing more than $380 billion in assets under management. Prior to overseeing the […]
Ector Cabetas
Ector is a Director, 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 […]
Lexie Causley
Lexie is a Manager, Compliance and Operations 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 […]
Brian Comiskey
Brian is a Senior Associate at Transcend Capital Advisors. Before joining Transcend, Brian was a Client Service Specialist at GM Advisory Group, supporting Financial Advisors to structure their practices and managing operations for the firm’s alternative investments. Most recently, Brian worked as a Senior Associate at Bank of America Private Bank, where he partnered with […]
Paul Cummings
Paul is a Partner and Chief Wealth Officer at Transcend Capital Advisors. He has over 30 years of experience in the investments, wealth management and family office markets, as well as in philanthropic consulting. Prior to joining Transcend, Paul served as a Lead Relationship Executive in the multi-family office business of Geller & Co. where […]