Transcend Capital Advisors
Bradford Vannelli, CRPC, is a Partner at Transcend Capital Advisors. Prior to this role, Bradford worked at UBS for nearly a decade in various positions including Wealth Advisor, Senior Vice President - Wealth Management, and Portfolio Manager. Before joining UBS, Bradford was a Vice President at Merrill Lynch. Bradford began their career as a Loan Officer at Bank One, where Bradford worked as a Residential Mortgage Lender. Bradford holds a BS in Finance from Oakland University.
Transcend Capital Advisors
Transcend Capital Advisors is an independent Registered Investment Advisor offering wealth management services, public and private investments, strategic advisory services, and access to banking, lending, and family office solutions. Transcend is elevating the wealth management experience by delivering an institutional-style investment platform to individual investors. This approach mirrors the investment strategies of leading institutions, endowments and foundations. Transcend uses its network to provide access to a wider range of asset classes that enhance the sources of investment returns compared to the traditional model. Our comprehensive wealth management services include: • Financial and retirement planning • Public and private investments • Insurance consulting • Estate planning • Banking and lending solutions • Philanthropic planning • Strategic advisory services • Liquidity event advisory services