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 […]
Leigh Shannon
Leigh is a Senior Associate at Transcend Capital Advisors. Prior to joining Transcend, Leigh was an Associate Director at UBS Private Wealth Management. Before UBS, she held similar roles at Smith Barney and RBC. Leigh has been with Transcend since its inception. Leigh attended Carnegie Mellon University.
Richard Spinner
Rich is a Partner at Transcend Capital Advisors. Prior to joining Transcend, Rich worked at Edge Wealth Management and Merrill Lynch. He has over a decade of experience as a wealth management advisor and over two decades of experience working in institutional bond sales. He holds the designations of Certified Financial Planner (CFP) and Chartered […]
Nicholas Swider
Nick is a Vice President, Finance at Transcend Capital Advisors. Prior to joining Transcend, Nick worked as a Fund Controller, Manager and Associate Fund Controller at Carta. Before Carta, he worked as a Senior Fund Accountant at SEI Investments. Nick holds a Bachelor of Science in Finance from Rutgers University.
Richard Swift
Rich is a Managing Partner at Transcend Capital Advisors. Prior to joining Transcend, Rich was the portfolio manager of a long-short multi-sector equities hedge fund at Mariner Investment Group. Prior to his time at Mariner, he was a co-founder and portfolio manager at Stadia Capital which was acquired by Morgan Stanley. Previously, Rich worked as […]
Bradford Vannelli
Bradford is a Partner at Transcend Capital Advisors. Prior to joining Transcend, Bradford served as a Wealth Advisor, Senior Vice President at UBS Wealth Management. Prior to UBS, Bradford spent 13 years as a Vice President, Financial Advisor at Merrill Lynch. For over two decades, he has helped individuals, families and business owners with goal […]
