Transcend Capital Advisors
Robert Bezzone is currently a Partner at Transcend Capital Advisors since March 2021. Prior to this role, Robert worked at Merrill Lynch Wealth Management from August 2013 to March 2021, where Robert held the positions of Senior Financial Advisor and Senior Vice President. Robert graduated from Villanova University in 1990 with a Bachelor's Degree in Finance, following their education at Delbarton School from 1982 to 1986.
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