Transcend Capital Advisors, LLC

Mark Lichtenfeld is a financial advisor at Transcend Capital Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services Inc and Purshe Kaplan Sterling Investments. Transcend Capital Advisors provides holistic financial planning and portfolio management to individuals, including high-net-worth clients, as well as various entities such as family offices, trusts, and private foundations. The firm emphasizes long-term, diversified asset allocation tailored to clients’ risk tolerance and financial objectives, and manages both discretionary and non-discretionary portfolios along with affiliated private funds.

Hoa Le is an investment advisor representative with Transcend Capital Advisors, LLC and a registered representative with Purshe Kaplan Sterling Investments, Inc., holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2013 to 2021 before joining Transcend Capital Advisors and Purshe Kaplan Sterling Investments in 2021. Approximately 90% of her time is dedicated to advisory services. Transcend Capital Advisors provides holistic financial planning and portfolio management services to individuals, including high-net-worth clients, as well as family offices, trusts, estates, retirement plans, and private foundations. The firm emphasizes long-term, diversified asset allocation tailored to clients’ risk tolerance and financial objectives, and manages affiliated private funds alongside its advisory services.

Emily Nikoloudis is a financial advisor with Transcend Capital Advisors, LLC and holds a Series 66 designation. She has 15 years of industry experience, including ten years at UBS Financial Services prior to joining Transcend and Purshe Kaplan Sterling Investments in 2019. Nikoloudis divides her time between serving as an investment advisor representative and a registered representative. Transcend Capital Advisors provides holistic financial planning and portfolio management services to individuals, including high-net-worth clients, as well as family offices, trusts, estates, and other entities. The firm emphasizes long-term, diversified asset allocation tailored to clients’ risk tolerance and financial goals, and manages both discretionary and non-discretionary portfolios along with affiliated private funds.

Jonathan Harris is a financial advisor at Transcend Capital Advisors, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Commonwealth Financial Network for 25 years and Black Point Wealth Management for one year. Outside of his advisory role, he serves as Chair of the Portsmouth, Rhode Island Pension Commission and holds leadership positions at Aquidneck Country Club. Transcend Capital Advisors provides holistic financial planning and portfolio management to individuals, including high-net-worth clients, as well as family offices, trusts, estates, retirement plans, and private foundations. The firm’s investment approach focuses on long-term, diversified asset allocation tailored to client risk tolerance and financial objectives, utilizing a range of marketable and illiquid investments.

Russell Babiarz is a financial advisor at Transcend Capital Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Transcend Capital Advisors since 2023. Outside of financial advising, he is the founder of Babz LLC, where he has been developing a social networking mobile app since 2019. Transcend Capital Advisors provides holistic financial planning and portfolio management services to individuals, family offices, trusts, and other entities. The firm emphasizes long-term, diversified asset allocation tailored to clients' risk tolerance and financial objectives, offering both discretionary and non-discretionary management through a multi-team structure.

Richard Swift is a financial advisor with Transcend Capital Advisors, LLC in Madison, NJ. He holds a Series 65 designation and has one year of industry experience. Prior to joining Transcend Capital Advisors, he worked at Mariner Investment Group and Axonic Capital. Additionally, he is involved with R.J. Swift & Co., a service-disabled veteran-owned personal holding company based in Morristown, NJ. Transcend Capital Advisors provides holistic financial planning and portfolio management services to individuals, including high-net-worth clients, as well as family offices, trusts, estates, retirement plans, and private foundations. The firm’s investment approach centers on long-term, diversified asset allocation tailored to client risk tolerance and financial goals, utilizing a range of investment strategies and independent managers.

Matthew Borriello is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Transcend Capital Advisors, LLC since 2023. Prior to joining Transcend, he worked at Fidelity Investments for eight years. Transcend Capital Advisors provides holistic financial planning and portfolio management to individuals, including high-net-worth clients, as well as entities such as family offices, trusts, and private foundations. The firm emphasizes long-term, diversified asset allocation tailored to clients’ risk tolerance and financial objectives, and manages both discretionary portfolios and affiliated private funds.

Maria Millner is a financial advisor at Transcend Capital Advisors, LLC with 13 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Purshe Kaplan Sterling Investments. Outside of her advisory role, she is a co-founder and board member of The Aubrey Foundation, a nonprofit organization based in North Brunswick, NJ. Transcend Capital Advisors provides holistic financial planning and portfolio management services to individuals, family offices, trusts, estates, retirement plans, and private foundations. The firm’s investment approach focuses on long-term, diversified asset allocation tailored to clients’ risk tolerance and financial objectives, utilizing a range of marketable and illiquid investments.

Geri Mira is a financial advisor at Transcend Capital Advisors, LLC with 32 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. for 25 years before joining Transcend Capital Advisors in 2021. Transcend Capital Advisors provides holistic financial planning and portfolio management to individuals, including high-net-worth clients, as well as various entities such as family offices, trusts, and retirement plans. The firm emphasizes long-term, diversified asset allocation tailored to clients’ risk tolerance and financial goals, and manages both discretionary and non-discretionary portfolios alongside affiliated private funds.

Eric Schwartz is a financial advisor at Transcend Capital Advisors, LLC with 32 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at UBS Financial Services and Purshe Kaplan Sterling Investments. Outside of his advisory role, he is a member of EJD Realty Associates, LLC, a partnership unrelated to investment activities. Transcend Capital Advisors provides holistic financial planning and portfolio management to individuals, including high-net-worth clients, as well as family offices, trusts, estates, retirement plans, and private foundations. The firm emphasizes long-term, diversified asset allocation tailored to clients’ risk tolerance and financial objectives, offering access to both marketable and illiquid investments.

Joseph Pignatano is a financial advisor at Transcend Capital Advisors, LLC with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Key Private Bank, Charles Schwab Bank, Charles Schwab & Co., Inc., and Morgan Stanley in various advisory and private banking roles. Transcend Capital Advisors provides holistic financial planning and portfolio management services to individuals, including high-net-worth clients, as well as family offices, trusts, estates, retirement plans, and private foundations. The firm emphasizes long-term, diversified asset allocation tailored to clients’ risk tolerance and financial objectives, and manages both discretionary and non-discretionary portfolios along with affiliated private funds.

Daniel Beaudette is a financial advisor at Transcend Capital Advisors, LLC with 17 years of industry experience. He holds a Series 66 designation and previously worked at Black Point Wealth Management and Commonwealth Financial Network. Transcend Capital Advisors offers holistic financial planning and portfolio management services to individuals, including high-net-worth clients, as well as family offices, trusts, estates, retirement plans, and private foundations. The firm emphasizes long-term, diversified asset allocation tailored to clients’ risk tolerance and financial goals, and also manages affiliated private funds alongside discretionary and non-discretionary portfolios.

Paul Cummings is a financial advisor at Transcend Capital Advisors, LLC with three years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 13 years. Transcend Capital Advisors provides holistic financial planning and portfolio management services to individuals, including high-net-worth clients, as well as family offices, trusts, estates, retirement plans, and private foundations. The firm employs a long-term, diversified investment approach tailored to clients’ risk tolerance and financial goals, and manages both discretionary and non-discretionary portfolios.

Matthew Fassnacht is a financial advisor at Transcend Capital Advisors, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at HHR Asset Management, LLC for ten years. Outside of his advisory role, Fassnacht serves as Executive Chairman of Racing Prodigy Inc. and Chief Executive Officer of First Principles Racing Inc., both non-investment related companies. Transcend Capital Advisors provides holistic financial planning and portfolio management services to individuals, including high-net-worth clients, as well as various entities such as family offices, trusts, and private foundations. The firm’s investment approach focuses on long-term, diversified asset allocation customized to clients’ risk tolerance and financial goals.

Marina Ditommaso is a financial advisor at Transcend Capital Advisors, LLC with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Purshe Kaplan Sterling Investments, Fidelity Brokerage Services LLC, and Fidelity Investments. Outside of finance, she is co-founder and manages day-to-day operations of Ravello Intimates LLC, an online retail store. Transcend Capital Advisors provides holistic financial planning and portfolio management to individuals, family offices, trusts, and other entities. The firm’s investment approach focuses on long-term, diversified asset allocation tailored to clients’ risk tolerance and financial goals, utilizing a range of investment strategies including equities, fixed income, and alternative investments.