David Larado is a financial advisor at Sapient Capital LLC with 19 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for 19 years before joining Sapient Capital in 2025. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, estates, businesses, foundations, and endowments. The firm manages discretionary and non-discretionary portfolios using a range of investment vehicles and emphasizes customized, long-term portfolio construction supported by fundamental and technical analysis.

William Eckrich is a financial advisor at Sapient Capital LLC in New York, NY, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining Sapient Capital in 2025, he worked at Bofa Securities, Inc. from 2021 to 2025. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, estates, businesses, foundations, and endowments. The firm manages discretionary and non-discretionary portfolios using a range of investment vehicles and emphasizes customized, long-term portfolio construction supported by fundamental and technical analysis.

Sarah White is a financial advisor at Sapient Capital LLC in New York, NY, holding Series 63 and Series 66 licenses with 25 years of industry experience. She previously worked at J.P. Morgan Securities for 20 years before joining Sapient Capital in 2026. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, families, trusts, estates, businesses, foundations, and endowments. The firm employs a customized, long-term portfolio construction approach using a variety of investment vehicles and offers both discretionary and non-discretionary portfolio management.

Christy Matzen is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Sapient Capital LLC. Her prior experience includes roles at Northstar Investment Advisory LLC, JP Morgan Chase, Zoe Financial, Goldman Sachs & Co. LLC, and The AYCO Company, L.P./Mercer Allied. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, estates, businesses, foundations, and endowments. The firm emphasizes customized, long-term portfolio construction and offers both discretionary and non-discretionary portfolio management using a range of investment vehicles.

Karim Khairallah is a financial advisor at Sapient Capital LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Oaktree Capital Management, L.P. for 19 years. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, estates, businesses, foundations, and endowments. The firm emphasizes customized, long-term portfolio construction and employs both discretionary and non-discretionary strategies across a broad range of investment vehicles.

Alexandra Stimpson is a financial advisor at Sapient Capital LLC in New York, NY, holding a Series 66 designation with eight years of industry experience. She previously worked at Morgan Stanley & Co LLC for six years and has held roles at Corient Capital Partners, Jump Investors, and Sapient Capital since 2023. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, estates, businesses, foundations, and endowments. The firm employs a customized, long-term investment approach with both discretionary and non-discretionary portfolios, utilizing individual securities, mutual funds, ETFs, and alternative investments.

Joshua Mandelbaum is a financial advisor at Sapient Capital LLC with 16 years of industry experience. He previously worked at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. from 2008 to 2025. He holds Series 63 and Series 65 licenses. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, estates, businesses, foundations, and endowments. The firm emphasizes customized, long-term portfolio construction and utilizes fundamental and technical analysis, regular client communication, and periodic rebalancing, managing both discretionary and non-discretionary portfolios across a range of investment types.