Alexandria Causley

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 […]

Richard Davis

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 […]

Marina DiTommaso

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 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 […]

Brian Gorczynski

Brian is a Managing Partner at Transcend Capital Advisors. Prior to joining Transcend, Brian spent over 25 years as a private equity investor, most recently as a Partner at Veritas Capital. Previously, he co-founded and was a Managing Partner of North Cove Partners and prior to that, served as Co-Head of BAML Capital Partners, the […]

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 […]

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 […]

Laura Hartnett

Laura is a Wealth Analyst at Transcend Capital Advisors. Prior to joining Transcend, Laura spent the majority of her career at Prudential Investments as a financial analyst in sales.  Previously, she was a data analyst under the Mutual Fund and Annuity Information Management Team at Prudential. Laura graduated from Virginia Tech with a Bachelor of […]

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.

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.