Transcend Capital Advisors
Richard Davis, an individual with a background in law and business, holds a JD/MBA from Wayne State University and a BS in Business from Michigan State University. With experience as an Account Manager at The Ayco Company, L.P., Vice President of Wealth Management at UBS Financial Services, Inc., and currently a Partner at Transcend Capital Advisors, Richard brings a wealth of knowledge and expertise to the financial industry.
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