Condor Capital Wealth Management

Jeanette Lucas is a CFP® professional with 16 years of industry experience, currently serving at Condor Capital Wealth Management since 2005. She holds a Series 65 license and is based in South River, NJ. Condor Capital Wealth Management advises a diverse client base including individual households, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and pension plan consulting, utilizing tailored asset allocation strategies and a range of investment vehicles including independent managers and specialized funds.

Matthew Goldman is a financial advisor at Condor Capital Wealth Management with a Series 65 credential and two years of industry experience. He has held consulting roles in fitness, nutrition, and wellness through his businesses Matty Goldman, LLC and LivOpt LLC. Prior to joining Condor, he worked at CB1 Capital and Strengthlete. Condor Capital Wealth Management serves individual clients, business entities, trusts, and charitable organizations with discretionary and non-discretionary portfolio management, financial planning, and pension consulting. The firm customizes portfolios using a range of asset classes and incorporates specialized vehicles such as private investment funds and cryptocurrency exposure.

Michael Cuozzo is a CFP® professional with six years of industry experience, currently serving as an advisor at Condor Capital Wealth Management. His prior roles include positions at Cetera Advisor Networks, Taylor Financial Group, The Prudential Insurance Company of America, and Pruco Securities. Outside of finance, he has experience working in the hospitality and lending industries. Condor Capital Wealth Management serves individual clients, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and pension plan consulting, utilizing a range of investment vehicles and independent managers tailored to client objectives.

Andrew Christiansen is a Series 66 licensed advisor at Condor Capital Wealth Management with one year of industry experience. Prior to joining Condor, he held roles at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities. Condor Capital Wealth Management serves a diverse client base including high-net-worth individuals, business entities, trusts, pension plans, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and pension consulting, utilizing tailored asset allocation strategies that may include equities, fixed income, mutual funds, ETFs, independent managers, and alternative investments such as private funds and cryptocurrency exposure.

Timothy Moran is a CFP® with 10 years of experience in financial advising. He currently works at Condor Capital Wealth Management and has held positions at Investors Bank/Citizens, Allied Wealth Partners, Prestige Wealth Management Group, Wells Fargo Bank, and PNC Investments LLC. Condor Capital Wealth Management serves individual clients, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and pension plan consulting, using tailored asset allocation strategies that include equities, fixed income, mutual funds, ETFs, and independent managers, as well as specialized investment vehicles such as private funds and cryptocurrency exposure.

David Goldstone is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Condor Capital Wealth Management. His prior experience includes roles at Backend Benchmarking and First National Bank of Omaha. He holds the Series 66 license. Condor Capital Wealth Management serves individual clients, business entities, and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and pension plan consulting. The firm employs tailored asset allocation strategies across a range of investment vehicles, including equities, fixed income, and alternative funds, while maintaining relationships with independent managers and major custodians.

Tanya Walliser is a CFP® certificant with 16 years of industry experience, currently serving as an advisor at Condor Capital Wealth Management since 2008. She holds a Series 65 license and is based in Mendham, NJ. Condor Capital Wealth Management serves a diverse client base including individual households, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm offers portfolio management, financial planning, and pension plan consulting, employing a tailored asset-allocation approach that includes traditional and alternative investment vehicles with ongoing monitoring.

Nicholas Mango is a financial advisor at Condor Capital Wealth Management with seven years of industry experience. He has held positions at Condor Capital Management since 2016 and briefly worked at Foresters Financial Services in the same year. Mango holds Series 63 and Series 65 licenses. Condor Capital Wealth Management serves individual clients, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm offers portfolio management, financial planning, and pension consulting, utilizing a tailored investment approach that includes equities, fixed income, mutual funds, ETFs, independent managers, and specialized vehicles such as private funds and cryptocurrency exposure.

Michael Walliser is a financial advisor at Condor Capital Wealth Management with 13 years of industry experience. He holds a Series 65 designation and has been with Condor Capital Management since 2011. Condor Capital Wealth Management serves individual clients, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and pension consulting, employing a tailored asset-allocation approach that includes equities, fixed income, mutual funds, ETFs, independent managers, and specialized vehicles such as private investment funds and cryptocurrency exposures.

Kenneth Schapiro is a CFA® charterholder with 23 years of industry experience, serving as an advisor at Condor Capital Wealth Management since 1988. He is also the managing member of Courtside Racquet Club LLC, a tennis club in Lebanon, NJ. Condor Capital Wealth Management serves individual clients, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations with discretionary and non-discretionary portfolio management, financial planning, and pension consulting. The firm employs defined asset-allocation strategies and incorporates a range of investment vehicles, including independent managers and specialized funds, with a focus on transparency regarding risks and custodial relationships.

Jonathan Kliment is a Series 65-licensed advisor at Condor Capital Wealth Management with 13 years of experience at the firm. He also works as a tax preparer in an accounting and tax preparation business outside of his advisory role. Condor Capital Wealth Management serves individual clients, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations, providing portfolio management, financial planning, and pension plan consulting with a tailored investment approach that includes a range of asset classes and specialized vehicles.

Hiren Shah is a financial advisor at Condor Capital Wealth Management with 13 years of industry experience. He holds a Series 65 designation and has been with Condor Capital Management since 2011. Prior to that, he worked for nine years with the Township of East Brunswick Recreation Department. Condor Capital Wealth Management serves individual clients, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and pension plan consulting, employing tailored asset allocation strategies across various investment vehicles, including specialized options such as private funds and cryptocurrency exposure.

Brendan Hughes is a CFP® with six years of industry experience, currently serving as a financial advisor at Condor Capital Wealth Management. His prior roles include positions at Corient, RegentAtlantic, Pathstone Family Office, and Bleakley Financial Group. Condor Capital Wealth Management serves a diverse client base including high-net-worth individuals, trusts, pension plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and pension plan consulting, utilizing a range of investment vehicles and an asset-allocation approach tailored to client objectives.

Kristopher Jones is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at Condor Capital Wealth Management. Prior to joining Condor, he was involved with KMJ Property Management and EZPayNow. Condor Capital Wealth Management serves individual clients, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations with tailored portfolio management and financial planning services. The firm employs a range of investment strategies including asset allocation across equities, fixed income, mutual funds, ETFs, and specialized vehicles such as private funds and cryptocurrency exposure.

Linda Wang is a financial advisor at Condor Capital Wealth Management with one year of industry experience. She holds a Series 65 designation and previously worked at Rutgers University and local schools in Highland Park, NJ. Condor Capital Wealth Management advises a diverse client base including individuals, business entities, trusts, pension plans, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and pension consulting, employing tailored asset allocation strategies that incorporate a range of investment vehicles from equities to specialized funds.