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 […]
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 a Vice President, 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 […]
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 […]
