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.

Aaron
Tomlin

Director

Technology & Product Development

Alexandra
Stimpson

Vice President

Wealth Advisory

Chip
Gaddis

Director

Investments

Christy
Matzen CFP®

Director

Wealth Planning

Connor
Kucera CFA®

Managing Director

Wealth Advisory

David
Larado

Partner

Corporate Development

Elizabeth
Chand

Partner

Family Office Solutions

Jack
Vanier CFP®

Vice President

Wealth Advisory

James
Knall

Senior Partner

Wealth Advisory

Board Member

James
Rooney

Senior Partner

Chief Executive Officer

Board Member

Jamie
Ratner Rich CFP®

Partner

Wealth Advisory

Jaqueline
Sanderson

Director

Relationship Management

Jeff
Cohen JD

Senior Partner

Wealth Advisory

Board Member

Joel
Schoenmeyer JD

Managing Director

Wealth Stategy

Josh
Burgan CFA®

Director

Alternative Investments

Josh
Mandelbaum

Partner

Wealth Advisory

Josh
Ryngler

Vice President

Chief of Staff

Corporate Development & Strategy

Josh
Shneyderov

Managing Director

Investments

Karim
Khairallah

Senior Partner

Alternative Investments

Board Member

Kathleen
O’Marro

Partner

Wealth Advisory

Client Experience

Laura
Sasse

Partner

Relationship Management

Liz
Ewing

Partner

Chief Financial Officer

Max
Rijkenberg LLM

Partner

Chief Legal & Compliance Officer

Mike
Aguirre CFA®

Partner

Wealth Advisory

Mike
Hall CFA®

Partner

Wealth Advisory

Investment Management

Patrick
O’Marro CFP®, CFA®, CAIA®

Partner

Wealth Advisory

Peter
Scaturro

Advisory Board

R. Andrew
LeBlanc

Client Development

Shannon
Zengler

Director

Human Capital

T.C.
Knipp

Vice President

Wealth Advisory

Terry
Leffew

Director

Investments

Thomas
Pence CFA®

Senior Partner

Wealth Advisory

Board Member

Tim
Jansen

Partner

Wealth Advisory

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Notice

Sapient Capital, LLC ("Sapient") was recently informed that someone or an organization has been impersonating it and several of its employees on the mobile application WhatsApp, and via advertisements on Facebook that direct people to WhatsApp chat groups.

Sapient does not use Facebook ads, WhatsApp, or any similar social media messaging application to market its services or provide investment advice, and anyone who does so in our name is not connected to our firm in any way. Sapient provides investment advice only to clients with whom it has a contractual relationship. Sapient only enters into contractual relationships with clients who have been provided its Form ADV Part 2A, Privacy Policy, applicable supplemental brochures (ADV 2B's) and Form CRS. Sapient does not provide investment or other advice to non-clients.

You can look up investment advisers and their registered persons at: https://adviserinfo.sec.gov/

For more information investing generally, please see: https://www.investor.gov/