Condor Capital Management

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 individuals who have attained the Chartered Financial Analyst designation and the Certified Financial Planner certification.

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

The Condor Capital Team

Michael Walliser, CIMA®
Chief Operating Officer

Jacob Boylan
Financial Analyst

Philip Fried, MBA
Financial Planner

Monica Ho
Visual Designer and MarCom Analyst

Danny Lewis
Manager, IT

Jeanette Lucas, CFP®, ChSNC™
Vice President
Portfolio Management

Prateek Malhotra
Vice President
Information Technology

Nicholas Mango
Senior Financial Analyst

Stephen Manzi, CFA®
Financial Analyst

Katelyn Ribbecke
Operations Associate

Hiren Shah, CIMA®
Manager, Portfolio Management

Amy Thau
Manager, Operations

Alberto Vergara
Support Desk Engineer

Tanya Walliser, CFP®
Executive Vice President
Client Service & Financial Planning

Linda Young
Portfolio Administrator

Priscilla Zeffiro
Operations Associate