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.
Rachael DuFault
Rachael is a Senior Associate at Transcend Capital Advisors. Prior to joining Transcend, Rachael was an Executive Assistant and Office Manager at Black Point Wealth Management. She has more than 20 years of experience in the financial services industry.
Matt Fassnacht
Matt is a 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 […]
Brian Gorczynski
Brian is Chief Executive Officer 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 President and Chairman of the Investment Committee 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, […]
Mia Hammond
Age: 18 Hometown: New Albany, Ohio Instagram: @mia.hammond.18 Joined Team Transcend: July 2024 Mia is a three-time AJGA Champion and recently committed to play golf at Duke beginning in the Fall of 2026. Notable Highlights: 2024 AJGA Junior at Canebrake Club Champion [63-73-72] 2024 Junior Solheim Cup team member Competed in the 2024 LPGA Dana […]
Jonathan Harris
Jon is a Partner at Transcend Capital Advisors. Prior to joining Transcend, Jon was the Founder and Managing Partner of Black Point Wealth Management and has over three decades of experience in the financial services industry. He takes a holistic approach to advising individuals and families and also provides fiduciary oversight and management of qualified […]
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 […]
Ben James
Age: 22 Hometown: Milford, Connecticut Instagram: @benjames62_ Joined Team Transcend: June 2022 Ben was the first elite amateur golfer to join Team Transcend. Currently a Senior at the University of Virginia, Ben is ranked the #2 mens golfer in the World Amateur Golf Rankings (WAGR). Notable Highlights: 2024 Valero Texas Collegiate Champion (earned an exemption […]