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Why This Private Equity Investor Is Thriving In His Second Act As $3 Billion Financial Advisor

4 0
08.10.2024

Brian Gorczynski

Firm: Transcend Capital Advisors

Name: Brian Gorczynski

Location: Madison, NJ

Team Custodied Assets: $2.9 billion

Forbes Rankings: America’s Top RIA Firms

Background: A native of upstate New York, Brian Gorczynski studied finance at Boston College then got masters in business from Harvard in 1999. Before becoming a financial advisor, he spent over 25 years as a private equity investor, with stints as a partner at Veritas Capital and as co-head of BAML Capital Partners, which was owned by Bank of America. He joined Transcend in 2021, two years after it was founded by a group of partners including Duncan Nierderauer, the former CEO of the New York Stock Exchange. Serving just over 1,000 clients in total, Transcend has over 40 employees with offices in New Jersey, Michigan and Florida.

Building Relationships: One way that Transcend has gone the extra mile with clients is through its sponsorship of top junior........

© Forbes


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