Let experts help. Manage your investments with us.

A FEE-ONLY INVESTMENT ADVISOR

Condor Capital charges one fee and doesn’t sell proprietary products for commissions.

A TRUE FIDUCIARY

As a fiduciary, we are required to work in our clients’ best interests.

EMPLOYEE-OWNED

Everyone has a stake in the quality of our work and the satisfaction of our clients.

You, Our Priority

At Condor, acting in our clients’ best interest is our main focus. For us, managing your finances is a commitment to you and your goals. That’s why we strive to build relationships based on trust and transparency.

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We take the time to get to know you and your needs.

We craft tailor-made financial solutions for each client.

We value transparency and communication.

Wealth Management - We compose wealth management strategies based on your investor profile. View Work

We compose wealth management strategies based on your investor profile.

Wealth Management

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We create comprehensive financial plans tailored to your needs and priorities.

Financial Planning

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Small Business - We address retirement plans for small companies so they can focus on their businesses. View Work

We address retirement plans for small companies so they can focus on their businesses.

Small Business

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Family Office Services - We facilitate the management of your day-to-day personal affairs to make your life easier. View Work

We facilitate the management of your day-to-day personal affairs to make your life easier.

Family Office

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Who We Can Help

Retirees or individual
snearing retirement

Young
professionals

People going through
important life changes

Individuals who have
experienced a windfall

Business owners
and corporate executives

Non-profit
organizations

WE BELIEVE TRANSPARENCY IS ESSENTIAL. WE PRIDE OURSELVES ON BUILDING TRUST

That’s why we make it easy for you to monitor your investments and have a team of advisors available for any questions you may have.

LET'S TALK

We Make Things Easy

Get the expert financial assistance that you need in three simple steps:

1.

Contact Us

We will ask you a few questions to get
to know your needs and priorities.

2.

Get an Analysis

We offer a free analysis during your initial consultation.

3.

Schedule an Appointment

We can start working together if you
decide to hire our services.

GET EXPERT ADVICE NOW

Our People

More Members:

Ken Schapiro, MBA, CFA, Chief Executive Officer
Ken Schapiro, MBA, CFA Chief Executive Officer

Ken Schapiro founded Condor Capital in 1988 and serves as its Chief Executive Officer….

Michael Walliser, CIMA®, President
Michael Walliser, CIMA® President

Michael Walliser is the President of Condor Capital Wealth Management. Michael has been with…

Tanya Walliser, CFP®, Partner & Senior Financial Advisor
Tanya Walliser, CFP® Partner, Senior Financial Advisor

Tanya Walliser has been a member of the Condor Capital team since June 2008…

Jeanette Lucas, CFP®, ChSNC™, CDFA®, Partner & Senior Financial Advisor
Jeanette Lucas, CFP®, ChSNC™, CDFA® Partner, Senior Financial Advisor

Jeanette started working at Condor as an intern back in 2005 while attending Rutgers…

Jacob Boylan, CFP®, Financial Advisor
Jacob Boylan, CFP® Financial Advisor

Jake became a member of Condor in December of 2016 after spending time in…

Anna Burbage, Client Service Manager
Anna Burbage Manager, Client Service

Anna Burbage was born in Los Angeles and spent her childhood in Manila, Philippines….

Justin Cerqueira, Manager of Information Technology
Justin Cerqueira Manager, Information Technology
Justin joined Condor as IT Manager in March of 2020 with 7 years of…
Michael Cuozzo, Associate Financial Advisor
Michael Cuozzo, CFP® Financial Advisor

Michael joined the Condor Capital team in February of 2022. He graduated from Syracuse…

Matthew Goldman, Financial Analyst
Matthew Goldman Financial Analyst

Matt joined Condor Capital in September of 2023. He graduated from the University of…

David Goldstone, CFA, Manager of Investment Research
David Goldstone, CFA Manager, Investment Research

David joined Condor in September of 2021.  David graduated from Colorado College with a…

Monica Ho, Senior Marketing Specialist
Monica Ho Senior Marketing Specialist

Monica began at Condor as an intern in 2016 while studying at Rutgers University,…

Kristopher Jones, CFA, Financial Analyst
Kristopher Jones, CFA Financial Analyst

Kris graduated from Florida Gulf Coast University with bachelor’s degrees in finance and accounting….

Susan Jones, Administrative Assistant
Susan Jones Administrative Assistant
Susan is the Administrative Assistant at Condor Capital. Susan provides support to clients and…
Jonathan Kliment, EA, Manager of Accounting and Family Office Services
Jonathan Kliment, EA Manager, Accounting and Family Office Services

Jon Kliment started working at Condor Capital in 2013, after working for Ken Schapiro…

Jenna Lafta Senior Accounting and Family Office Services Specialist

Jenna joined Condor Capital in October 2021 with more than five years of experience…

Nicholas Mango, CIMA®, Portfolio Manager
Nicholas Mango, CIMA® Portfolio Manager

Nick joined Condor in 2016. He graduated from Binghamton University with a major in…

Timothy D. Moran, CFP®, Financial Advisor
Timothy D. Moran, CFP® Financial Advisor

Tim Moran is a Financial Advisor at Condor Capital. Before joining Condor, Tim graduated…

Brian Sawyer, Financial Analyst
Brian Sawyer Senior Financial Analyst

Brian joined Condor Capital in January of 2022. He graduated Cum Laude with a…

Hiren Shah, CIMA®, Operations & Compliance Manager
Hiren Shah, CIMA® Manager, Operations & Compliance

Hiren joined the Condor Capital team as an intern in 2008 while attending Rutgers…

Katelyn Rasile, Senior Client Service Specialist
Katelyn Rasile Senior Client Service Specialist

Katelyn graduated from Montclair State University with a degree in Communications. She began working…

Amanda Rink, Accounting and Family Office Services Associate
Amanda Rink Accounting and Family Office Services Associate

Amanda graduated from William Paterson University with a Bachelor of Arts in Economics with…

Amy Thau, Manager of Client Service
Amy Thau Manager, Client Service

Amy Thau is the Client Service Manager at Condor Capital. Amy works closely with…

Megan Vecchia, Associate Client Service Specialist
Megan Vecchia Associate Client Service Specialist

Megan graduated with honors from Rutgers University, New Brunswick. Upon graduation, she started her…

Alberto Vergara, Support Desk Engineer
Alberto Vergara Support Desk Engineer
Alberto joined Condor as an intern in 2014 while attending New Jersey Institute of…
Linda Wang, Financial Analyst
Linda Wang Financial Analyst

Linda began at Condor as an intern in 2023 while studying at Rutgers University…

Alexa Zavlek, Associate Client Service Specialist
Alexa Zavlek Associate Client Service Specialist

Alexa graduated Summa Cum Laude from Ramapo College with a Bachelor of Arts in English…

MEET THE TEAM

Our Blog

Recent News

The S&P 500 Index rose by 5.89% in the third quarter of 2024, hitting new all-time highs after a brief summer sell-off in risk assets. Value stocks led the index higher, with small-capitalization companies outgaining their large-cap counterparts.

Soft Landing Comes into Focus, Value Leads Stocks to New All-Time Highs, Fed Recalibrates Monetary Policy with First Cut

The S&P 500 Index rose by 5.89% in the third quarter of 2024, hitting new all-time highs after a brief summer sell-off in risk assets. Value stocks led the index higher, with small-capitalization companies outgaining their large-cap counterparts.

October 9, 2024Quarterly Newsletter, , , , , , ,
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CONTACT US

We want to help you simplify your life and prepare for the future

    Map of Martinsville area around Condor Capital location

    1973 Washington Valley Road
    Martinsville, NJ 08836
    (732) 356-7323