Transcend Capital Advisors
Maria Millner is currently the Head of Operations at Transcend Capital Advisors since January 2021, previously having served as the Director of Operations at Bank of America Merrill Lynch from June 2010 to January 2021. With a Bachelor's degree in Corporate Finance & Economics from Bentley University, Maria has a strong background in wealth management, training programs, and implementing diverse strategies for clients. Maria communicates with senior executives, human resource directors, and finance partners, trusted with privileged information in their role.
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