Our People

Condor is committed to providing you with effective, personalized investment solutions, comprehensive financial planning advice on an as-needed basis, and a service based on absolute trust and integrity.

We pride ourselves on a tightly-knit and academically diverse team of investment and financial planning professionals with broad experience and expertise. Our team includes CFP® professionals who have specializations in areas such as estate planning, special needs planning, and divorce planning. Additionally, we have professionals who hold the Certified Investment Management Analyst® (CIMA®) certification and Chartered Financial Analyst® (CFA®) designation.

We believe the best way to build a relationship of trust is through regular contact with clients. In addition to a team of client service specialists, our portfolio managers, financial planning professionals, and the President of the company, Ken Schapiro, are always available.

• Experienced team with broad expertise
• Committed to building relationships of trust
• Open door policy for client access to key decision makers