Madison, NJ Office

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 licenses. She has 25 years of industry experience, including positions at Merrill and Arax Advisory Partners. Ms. Le conducts approximately 90% of her business as an investment advisor representative. Transcend Capital Advisors manages roughly $2.9 billion and serves individual clients, family offices, trusts, estates, retirement and profit-sharing plans, and private foundations. The firm offers comprehensive financial planning and portfolio management services with a long-term, diversified investment approach across various asset classes, including equities, fixed income, alternative investments, and private placements.

Russell Babiarz is a financial advisor with Transcend Capital Advisors, LLC, holding a Series 65 designation and three years of industry experience. He is also the founder of Babz LLC, where he has been developing a social networking mobile app since 2019. Transcend Capital Advisors manages approximately $2.9 billion and serves individual clients, including high-net-worth individuals, 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 across multiple investment types and offers a range of advisory services including portfolio management and retirement-plan consulting.

Matthew Borriello is a CFP® with ten years of industry experience currently serving at Transcend Capital Advisors, LLC. His prior experience includes roles at Fidelity Investments and Transcend Capital Insurance Services. Transcend Capital Advisors manages approximately $2.9 billion and serves individual clients, family offices, trusts, estates, retirement plans, and private foundations. The firm offers holistic financial planning and portfolio management with an emphasis on long-term, diversified asset allocation across a wide range of investment types, including both marketable securities and alternative investments.

Maria Millner is a financial advisor at Transcend Capital Advisors, LLC with 14 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Purshe Kaplan Sterling Investments. Millner is a co-founder and board member of The Aubrey Foundation, a nonprofit organization based in New Jersey. Transcend Capital Advisors manages approximately $2.9 billion and serves individuals, high-net-worth clients, and various entities including family offices and private foundations. The firm’s investment approach focuses on long-term, diversified asset allocation across a range of marketable and non-marketable investments, with oversight of third-party private placements and independent managers.

Eric Schwartz is a financial advisor with Transcend Capital Advisors, LLC in Madison, NJ, holding Series 63 and Series 65 credentials and totaling 32 years of industry experience. His work history includes positions at UBS Financial Services Inc and Purshe Kaplan Sterling Investments. Outside of advisory services, he is a member of EJD Realty Associates, LLC, a real estate partnership. Transcend Capital Advisors manages approximately $2.9 billion and serves individual clients, family offices, trusts, estates, retirement plans, and private foundations. The firm offers comprehensive financial planning and portfolio management with a focus on long-term, diversified asset allocation across various investment types, including private placements and alternative investments.

Paul Cummings is a financial advisor with Transcend Capital Advisors, LLC, holding Series 65 and Series 66 licenses and four years of industry experience. His prior roles include positions at Arax Advisory Partners, Corient, Geller Advisors, Fiduciary Trust Company International, and Abbott Downing, a Wells Fargo business. Transcend Capital Advisors manages approximately $2.9 billion and serves individual clients, including high-net-worth individuals, as well as entities such as family offices, trusts, estates, and retirement plans. The firm employs a long-term, diversified investment approach across various asset classes and offers services including holistic financial planning, portfolio management, and retirement-plan advisory.

Marina Ditommaso is a financial advisor with Transcend Capital Advisors, LLC, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. Her prior experience includes roles at Fidelity Brokerage Services and Purshe Kaplan Sterling Investments. She is a co-founder of Ravello Intimates LLC, an online retail store. Transcend Capital Advisors manages approximately $2.9 billion and serves individual clients, family offices, trusts, and private foundations. The firm employs a long-term, diversified investment approach across various asset classes and provides a range of advisory services including financial planning, portfolio management, and retirement-plan consulting.

Robert Bezzone is a financial advisor with Transcend Capital Advisors, LLC, holding a Series 63 license and possessing 34 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Purshe Kaplan Sterling Investments. He serves on the board of St. Paul - Inside The Walls and is a committee member of the Sisters of Christian Charity, both religious charities. Transcend Capital Advisors, LLC manages approximately $2.9 billion, serving individual and institutional clients with a focus on long-term, diversified asset allocation across a broad range of investments. The firm offers comprehensive financial planning, portfolio management, retirement-plan advisory, and manages privately offered pooled investment vehicles with oversight and monitoring.