Archives: Teams

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 Doctor and an MBA from Wayne State University.

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 Leadership from Western Michigan University.

Ector Cabetas

Ector is a Manager, Technology at Transcend Capital Advisors. Prior to joining Transcend, Ector worked for Black Diamond where he supported registered investment advisors leveraging the platform. Prior to Black Diamond, he spent a decade at Fidelity Investments within their Service Team, Active Trader Group and Central Supervisory Team. Ector holds a Bachelor of Science in Business Administration from the University of Central Florida.

Glen Bushery

Glen is a Partner and Chief Financial Officer at Transcend Capital Advisors. Prior to joining Transcend, Glen spent over 25 years in private equity accounting and fund administration. Most recently, he was Chief Financial Officer and Chief Compliance Officer at GenNx360 Capital Partners and prior to that, he held the same roles at Falconhead Capital Partners. Earlier in his career, Glen was Controller at Vestar Capital Partners, Assistant Controller at The Blackstone Group and spent 11 years as a Certified

Robert Bragoli

Rob is a Partner and Chief Compliance Officer at Transcend Capital Advisors. Prior to joining Transcend, Rob spent over 20 years in various legal and compliance-related roles that have afforded him the opportunity to gain extensive experience in most areas of a comprehensive compliance program. Most recently, he served as Chief Compliance Officer at Rockefeller Capital Management. Prior to that, he worked for other leading financial institutions including BNP Paribas, Standard & Poor’s, Jefferies & Co, Credit Suisse and FINRA.

Robert Bezzone

Rob is a Partner at Transcend Capital Advisors. Prior to joining Transcend, Rob served as Senior Vice President at Merrill Lynch. He has over three decades of experience in portfolio management and wealth planning as a financial advisor serving high and ultra-high net worth individuals and families. Rob has been consecutively recognized by Forbes in its annual list of top advisors. He serves on several nonprofit finance and charity boards. Rob holds a Bachelor of Science in Finance from Villanova

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 the board of Realogy Holdings and is the President of Venezia FC. Duncan holds a Bachelor of Arts from Colgate University and an MBA from

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 private equity investment arm of Bank of America Merrill Lynch. He serves on the board of CURE Epilepsy and previously served on the March of

Robert Brown

Bob is a Managing Partner at Transcend Capital Advisors. Prior to joining Transcend, Bob spent over 20 years at Fidelity Investments rising to become the Head of Institutional Fixed Income. Previously, he served as the President of Bonds overseeing more than $380 billion in assets under management with direct responsibility for Portfolio Management, the Chief Investment Office, Trading, Institutional Portfolio Management and Quantitative Research. Prior to overseeing the Bond Division, Bob was President of Fidelity’s Money Market Division overseeing more

Carrie Angott

Carrie Angott is a Senior Associate at Transcend Capital Advisors. Prior to joining Transcend, Carrie spent 20 years as a Client Associate at Merrill Lynch. She is experienced in the daily operations of client management, including account administration, account opening and money movement.