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





Ken Schapiro, MBA, CFA®
President




Michael Walliser, CIMA®
Chief Operating Officer




James Barr
Client Service Associate




Jacob Boylan
Financial Analyst




David Goldstone
Research Analyst




Monica Ho
Visual Designer and MarCom Analyst




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




Prateek Malhotra
Vice President
Information Technology




Nicholas Mango
Financial Analyst




Stephen Manzi
Financial Analyst




Lenore McGlynn
Administrative Assistant




Katelyn Ribbecke
Operations Associate




Hiren Shah
Manager, Portfolio Management




Kristi Spangenberg
Operations Associate




Amy Thau
Manager, Operations




Alberto Vergara
Support Desk Engineer




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




Linda Young
Portfolio Administrator