Ascend Interplay, LLC

Andrew Leahy is a financial advisor at Ascend Interplay, LLC in New York, NY, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Virgil Capital and The Lanby. Ascend Interplay provides portfolio management and advisory services primarily to high-net-worth individuals through a non-discretionary model, advising on a broad range of investments including private placements, real estate, digital assets, and derivatives. The firm serves a small client base and integrates third-party model portfolios and outside managers, while also offering no-cost travel planning services.

Edward Kim is a financial advisor at Ascend Interplay, LLC in New York, NY, holding Series 63 and Series 65 licenses with six years of industry experience. His prior roles include positions at Old City Securities, Swiss Hill Advisors, and Hudson Executive Capital. Ascend Interplay provides portfolio management and advisory services primarily to high-net-worth individuals, operating on a non-discretionary basis and serving a small client base with diverse investment options including private placements, real estate, digital assets, and derivatives. The firm also offers no-cost travel planning services and maintains affiliations with legal and accounting firms as well as investment vehicles.

Edward Doherty is a financial advisor at Ascend Interplay, LLC with 12 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Alastar LLC and Houlihan Lokey. Ascend Interplay provides portfolio management and advisory services primarily to high-net-worth individuals through non-discretionary arrangements. The firm serves a small client base and offers a broad range of investment options, including private placements and digital assets, while also providing no-cost travel planning services.

Chris Zhang is a financial advisor at Ascend Interplay, LLC with seven years of industry experience. He previously worked at Morgan Stanley Asia Limited and Morgan Stanley & Co LLC before joining Ascend Interplay in 2022. Chris holds Series 63 and Series 65 licenses. Ascend Interplay provides portfolio management and advisory services primarily to high-net-worth individuals through a non-discretionary model. The firm serves a small client base and offers a broad range of investment options, including private placements, real estate, digital assets, and derivatives, while also providing no-cost travel planning services.

Miho Common is a financial advisor at Ascend Interplay, LLC with six years of industry experience. She previously worked at RBC Capital Markets, LLC and has a background that includes time at Brown University. Ascend Interplay serves a small client base of high-net-worth individuals, providing non-discretionary portfolio management across various investments, including private placements, real estate, and digital assets. The firm combines advisory services with related legal and accounting affiliations, offering tailored recommendations while clients retain custody of their assets.

Mark Davis is a financial advisor at Ascend Interplay, LLC with two years of industry experience. He holds a Series 65 designation and has been with Ascend Interplay since 2023. Outside of his advisory role, he is involved as a business owner in starting, advising, servicing, and funding high-growth technology startups, receiving equity and profits from these ventures. Ascend Interplay provides portfolio management and advisory services primarily to high-net-worth individuals through a non-discretionary model. The firm serves a small client base and advises across a broad range of investments, including private placements, real estate, digital assets, and derivatives, while also offering no-cost travel planning services.