Archives: Teams

Richard Spinner

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.

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 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

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 also serves on the board of the Jewish Federation of Somerset Hunterdon & Warren Counties. Michael holds a Bachelor of Science in Health Policy and

Jeffrey Pierce

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.

Andrew Moss

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.

Maria Millner

Maria is a Director, 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

Amy MacIsaac

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.

Mark Lichtenfeld

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.

Hoa Le

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.

Matthew Harbarcuk

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.