Indianapolis, IN Office

Johnson Dolson is a CFA® charterholder affiliated with Sapient Capital LLC in Indianapolis, IN. He has one year of experience as a financial advisor and previously worked at Andersen Tax LLC and Stifel. Johnson also spent four years at Indiana University Bloomington. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, foundations, and pooled investment vehicles. The firm uses a primarily long-term investment approach combining fundamental and technical analysis to construct diversified portfolios across various asset classes.

Elizabeth Chand is a financial advisor at Sapient Capital LLC in Indianapolis, IN, with six years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and New York Life. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, foundations, and pooled investment vehicles. The firm employs a primarily long-term investment process that combines fundamental and technical analysis to build diversified portfolios across various asset classes.

Ronald Leblanc is a financial advisor at Sapient Capital LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at American Funds Distributors, Inc., Stifel Nicolaus & Co., Inc., LPL Financial, and other firms. Outside of his advisory role, he is a partner in Wine Cellars Limited, a company that designs and sells custom wine racking. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, foundations, and pooled investment vehicles. The firm employs a long-term investment process combining fundamental and technical analysis to build diversified portfolios and acts as a fiduciary under ERISA/IRC standards while also serving as an adviser to private funds and registered ETFs.

Edward Murphy is a financial advisor with Sapient Capital LLC in Indianapolis, holding a Series 65 designation and one year of industry experience. Prior to joining Sapient Capital, he worked at Orange Grove Bio LLC and Eli Lilly and Company. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, foundations, and pooled investment vehicles. The firm employs a primarily long-term investment approach combining fundamental and technical analysis to build diversified portfolios while offering both discretionary and non-discretionary portfolio management.

William Matthiessen is a Series 65 licensed advisor with Sapient Capital LLC, based in Indianapolis, IN, and has one year of industry experience. Prior to joining Sapient Capital, he held roles at Commonwealth Impact Investing, SportsRecruits, and the Pittsburgh Pirates. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, foundations, and pooled investment vehicles. The firm employs a long-term investment strategy combining fundamental and technical analysis to manage diversified portfolios and also acts as an adviser and sponsor to private funds and registered ETFs.

Austin Wodock is a financial advisor at Sapient Capital LLC with a Series 65 designation and one year of industry experience. His prior experience includes roles at First Merchants Bank and Valeo Financial Advisors. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, foundations, and pooled investment vehicles. The firm employs a primarily long-term investment approach combining fundamental and technical analysis to build diversified portfolios across multiple asset classes while offering discretionary and non-discretionary portfolio management.

Thomas Pence is a CFA® charterholder with 23 years of industry experience. He is currently with Sapient Capital LLC, joining in 2023 after seven years at Stifel Nicolaus & Co Inc. Pence serves on the board and governance committee of the Eskenazi Health Foundation and is an investment committee member for the Indianapolis Museum of Art. He also advises Trade Secret Chocolates Inc., a local chocolate retailer. Sapient Capital LLC provides wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, foundations, and pooled investment vehicles. The firm combines fundamental and technical analysis to build diversified portfolios and acts as an adviser and sponsor to private funds, as well as a sub-advisor to registered ETFs.

Joshua Shneyderov is a financial advisor with Sapient Capital LLC in Indianapolis, IN, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior roles include positions at Stifel, OREC Securities, LLC, and Hutchinson, Shockey, Erley & Co. Outside of his advisory work, he serves as a football official for middle school and high school games. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, foundations, and pooled investment vehicles. The firm employs a primarily long-term investment approach combining fundamental and technical analysis to build diversified portfolios across multiple asset classes.

Dylan Hamerin is a financial advisor with Sapient Capital LLC in Indianapolis, holding a Series 65 designation and beginning his advisory career in 2022. He previously worked at Fi3 Financial Advisors, LLC for four years and has experience coaching high school tennis. Sapient Capital provides wealth management, financial planning, and family office services to individuals, high-net-worth families, trusts, and foundations. The firm employs a long-term investment approach combining fundamental and technical analysis, and it also acts as an adviser and sponsor to private funds and registered ETFs.

John Vanier III is a CFP® professional at Sapient Capital LLC with eight years of industry experience. Prior to joining Sapient Capital in 2023, he worked at Stifel and Charles Schwab. He also spent four years at Purdue University early in his career. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, foundations, and investment vehicles. The firm combines fundamental and technical analysis to build diversified portfolios across various asset classes and serves as an adviser and sponsor to private funds as well as a sub-advisor to registered ETFs.

Kathleen O’marro is a financial advisor at Sapient Capital LLC with 10 years of industry experience. She holds a Series 66 designation and previously worked at Stifel, Nicolaus & Co., Inc. for 14 years before joining Sapient Capital. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, foundations, and pooled investment vehicles. The firm uses a long-term investment approach combining fundamental and technical analysis to build diversified portfolios and offers discretionary and non-discretionary portfolio management as well as family office coordination and sub-advisory services.

William Kopp is a CFP® professional with five years of industry experience. He is currently with Sapient Capital LLC and has previously worked at Oxbow Advisors, Freedom Day Solutions, Krueger & Catalano Capital Partners, Newmark Group, and Vanderbilt University. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, foundations, and pooled investment vehicles. The firm follows a primarily long-term investment approach combining fundamental and technical analysis to build diversified portfolios and acts as an adviser and sponsor to private funds, as well as a sub-advisor to registered ETFs.

Michael Hall is a CFA® charterholder with 18 years of industry experience. He has worked at Sapient Capital LLC since 2023 and previously spent 17 years at Stifel. He serves on the investment and finance committees of Aspire Indiana, Inc. Sapient Capital LLC provides wealth management, financial planning, family office services, and sub-advisory support to individuals, families, trusts, and pooled investment vehicles. The firm uses a long-term investment approach combining fundamental and technical analysis and acts as a fiduciary for retirement accounts.

Patrick O’Marro is a financial advisor at Sapient Capital LLC with 15 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. Prior to joining Sapient Capital in 2023, he worked for 13 years at Stifel Nicolaus & Co., Inc. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, foundations, and pooled investment vehicles. The firm employs a primarily long-term investment approach that combines fundamental and technical analysis to build diversified portfolios and acts as an adviser and sponsor to private funds as well as a sub-advisor to registered ETFs.

Eduardo Aguirre is a CFA® charterholder with 22 years of industry experience. He has worked at Sapient Capital LLC since 2023 and previously spent 11 years at Stifel. Aguirre serves on the investment committee of the Eiteljorg Museum, providing oversight of the foundation’s investments. Sapient Capital offers wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, and pooled investment vehicles. The firm employs a primarily long-term investment approach that integrates fundamental and technical analysis to construct diversified portfolios across various asset classes.