Team

The team at Sapient Capital includes specialists in various financial and related domains, each bringing a wealth of knowledge and experience to our clients.

Our team is committed to nurturing an environment where clients feel heard, understood and cared for, creating space for authentic relationships built on trust and mutual respect.

We embrace professional development and continuous learning, recognizing that wealth management is an apprenticeship business.

Our team is unified in delivering a consistent and exceptional client experience, driven by a deep focus on relationships and communication.

Senior Partners

Partners

Wealth Advisory

Investments

Operations

Advisory Board

James
Rooney

Senior Partner

Chief Executive Officer

Board Member

Karim
Khairallah

Senior Partner

CEO, Sapient Capital Alternative Investments

Board Member

Jeff
Cohen JD

Senior Partner

Wealth Advisor

Board Member

James
Knall

Senior Partner

Wealth Advisor

Board Member

Thomas
Pence CFA®

Senior Partner

Wealth Advisor

Board Member

Liz
Ewing

Partner

Chief Financial Officer

Joe
Kolker

Partner

Chief Technology Officer

Max
Rijkenberg LLM

Partner

Chief Legal & Compliance Officer

Mike
Aguirre CFA®

Partner

Wealth Advisor

Mike
Hall CFA®

Partner

Wealth Advisor

Investment Management

Jamie
Ratner Rich CFP®

Partner

Wealth Advisor

Tim
Jansen

Partner

Wealth Advisor

Patrick
O’Marro CFP®, CFA®, CAIA®

Partner

Wealth Advisor

Laura
Sasse

Partner

Senior Relationship Manager

Kathleen
O’Marro

Partner

Senior Relationship Manager

Jeff
Cohen JD

Senior Partner

Wealth Advisor

Board Member

James
Knall

Senior Partner

Wealth Advisor

Board Member

Thomas
Pence CFA®

Senior Partner

Wealth Advisor

Board Member

Mike
Aguirre CFA®

Partner

Wealth Advisor

Mike
Hall CFA®

Partner

Wealth Advisor

Investment Management

Jamie
Ratner Rich CFP®

Partner

Wealth Advisor

Tim
Jansen

Partner

Wealth Advisor

Patrick
O’Marro CFP®, CFA®, CAIA®

Partner

Wealth Advisor

Laura
Sasse

Partner

Senior Relationship Manager

Kathleen
O’Marro

Partner

Senior Relationship Manager

Connor
Kucera CFA®

Managing Director

Wealth Advisor

R. Andrew
LeBlanc

Managing Director

Emily
Macintosh JD, CFP®, ChFC®

Director

Trust and Estate

Christy
Matzen CFP®

Director

Wealth Planning

Daniel
Schroeder

Director

Integrated Banking & Lending Services

Jaqueline
Sanderson

Senior Relationship Manager

T.C.
Knipp

Vice President

Alexandra
Stimpson

Vice President

Jack
Vanier

Vice President

Karim
Khairallah

Senior Partner

CEO, Sapient Capital Alternative Investments

Board Member

Josh
Shneyderov

Managing Director

Jim
Angelica

Director

Josh
Burgan CFA®

Director

Chip
Gaddis

Director

Terry
Leffew

Director

Liz
Ewing

Partner

Chief Financial Officer

Joe
Kolker

Partner

Chief Technology Officer

Max
Rijkenberg LLM

Partner

Chief Legal & Compliance Officer

Aaron
Tomlin

Director

Technology & Product Development

Shannon
Zengler

Director

Human Capital

Josh
Ryngler

Chief of Staff

Corporate Development & Strategy

Peter
Scaturro

Advisory Board

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