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.

Mike
Aguirre CFA®

Partner

Wealth Advisory

Josh
Burgan CFA®

Managing Director

Alternative Investments

Elizabeth
Chand

Partner

Family Office Solutions

Jeff
Cohen JD

Senior Partner

Wealth Advisory

Board Member

Liz
Ewing

Partner

Chief Financial Officer

Chip
Gaddis

Director

Investments

Mike
Hall CFA®

Partner

Wealth Advisory

Investment Management

Tim
Jansen

Partner

Wealth Advisory

Karim
Khairallah

Senior Partner

Alternative Investments

Board Member

T.C.
Knipp

Vice President

Wealth Advisory

James
Knall

Senior Partner

Wealth Advisory

Board Member

Connor
Kucera CFA®

Managing Director

Wealth Advisory

David
Larado

Partner

Partner Development

R. Andrew
LeBlanc

Client Development

Terry
Leffew

Director

Investments

Josh
Mandelbaum

Partner

Wealth Advisory

Christy
Matzen CFP®

Director

Wealth Planning

Kathleen
O’Marro

Partner

Wealth Advisory

Client Experience

Patrick
O’Marro CFP®, CFA®, CAIA®

Partner

Wealth Advisory

Ellen
Pavlovsky

Vice President

Marketing and Communications

Thomas
Pence CFA®

Senior Partner

Wealth Advisory

Board Member

Jamie
Ratner Rich CFP®

Partner

Wealth Advisory

Max
Rijkenberg LLM

Partner

Chief Legal & Compliance Officer

James
Rooney

Senior Partner

Chief Executive Officer

Board Member

Josh
Ryngler

Vice President

Chief of Staff

Corporate Development & Strategy

Dina
Saada

Partner

Chief Operating Officer

Jaqueline
Sanderson

Director

Relationship Management

Laura
Sasse

Partner

Relationship Management

Peter
Scaturro

Advisory Board

Joel
Schoenmeyer JD

Managing Director

Wealth Strategy

Josh
Shneyderov

Managing Director

Investments

Jack
Vanier CFP®

Vice President

Wealth Advisory

Jen
Wallace

Vice President

Controller

Sarah
White

Partner

Wealth Advisory

Shannon
Zengler

Director

Human Capital

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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/