Naples, FL Office

Mark Lichtenfeld is a financial advisor with Arax Advisory Partners in Naples, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Transcend Capital Advisors, Purshe Kaplan Sterling Investments, UBS Financial Services, Citigroup Global Markets, and RBC Capital Markets. Arax Advisory Partners is an SEC-registered multi-team wealth manager with over 200 advisors serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation strategies, with a notable use of performance-based fee arrangements and carried-interest structures for certain investors.

Jonathan Harris is a financial advisor at Arax Advisory Partners with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Commonwealth Financial Network for 25 years before positions at Black Point Wealth Management and Transcend Capital Advisors. He serves as Secretary and Treasurer of Aquidneck Country Club in Portsmouth, Rhode Island. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm offers a range of advisory services and employs a combination of internal portfolio management, third-party models, and tailored asset allocation, with distinctive use of performance-based fee arrangements and carried interest structures for qualified investors.

Eric Schwartz is a financial advisor at Arax Advisory Partners with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at UBS Financial Services, Citigroup Global Markets, and Purshe Kaplan Sterling Investments. Outside of advisory work, he is a member of EJD Realty Associates, LLC, a real estate partnership. Arax Advisory Partners is a multi-team wealth manager with over 200 advisors overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering comprehensive financial planning, portfolio management, and advisory services with a mix of internal and third-party strategies.

Joseph Pignatano is a financial advisor at Arax Advisory Partners with 13 years of industry experience and holds a Series 66 designation. His prior work includes roles at Transcend Capital Advisors, Key Private Bank, Charles Schwab & Co., and Morgan Stanley. Joseph is based in Naples, FL. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering a range of services including financial planning, portfolio management, and retirement plan consulting. Arax employs a combination of internal management, third-party models, and tailored asset allocation, with notable use of performance-based fee arrangements and private fund advisory services.

Daniel Beaudette is a financial advisor with Arax Advisory Partners in Naples, FL, holding a Series 66 designation and 18 years of industry experience. His prior work includes positions at Black Point Wealth Management, Commonwealth Financial Network, and Wells Fargo Clearing. He is currently affiliated with Transcend Capital Insurance Services as well. Arax Advisory Partners is a multi-team wealth management firm overseeing approximately $26.5 billion in assets, serving a diverse client base including individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm utilizes a combination of internal portfolio management, third-party models, and tailored asset allocation, and is notable for its use of performance-based fees and carried interest structures alongside traditional asset-based fee arrangements.

Matthew Fassnacht is a financial advisor at Arax Advisory Partners with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Transcend Capital Advisors and HHR Asset Management. Outside of advisory work, he serves as Executive Chairman of Racing Prodigy Inc. and is Chief Executive Officer of First Principles Racing Inc. Arax Advisory Partners is an SEC-registered, multi-team wealth manager with over 200 advisors overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, combining internal portfolio management with third-party models and tailored asset-allocation strategies.