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.

Rick McRae

Rick is an Associate, Corporate Development at Transcend Capital Advisors. Prior to joining Transcend, Rick was an Analyst on the M&A and Growth team at Hightower Advisors where he evaluated and structured transactions with Registered Investment Advisors joining Hightower’s existing base of partner firms. Prior to Hightower, Rick was an Analyst at Third Bridge Group. […]

Maria Millner

Maria is a Partner and Head of 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 […]

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 […]

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 […]

Duncan Niederauer

Duncan is a Managing Partner at Transcend Capital Advisors. Prior to founding Transcend, Duncan was the Chief Executive Officer of NYSE Euronext. Earlier in his career, he was a Partner at Goldman Sachs. In addition to his responsibilities at Transcend, Duncan co-chairs the investment committee at Communitas Capital Partners, an early-stage venture fund, serves on […]

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.

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.

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 […]

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 […]