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 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

The Condor Capital Team





Michael Walliser, CIMA®
Chief Operating Officer



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



Jacob Boylan, CFP®
Senior Financial Analyst



Justin Cerqueira
Manager, Information Technology



Monica Ho
Visual Designer and MarCom Analyst



Susan Jones
Administrative Assistant



Jonathan Kliment
Administrative Manager



Eric Learn
Administrative Assistant



Jeanette Lucas
CFP®, ChSNC™, CDFA®

Vice President
Portfolio Management



Prateek Malhotra
Vice President
Information Technology



Caelan McCarthy, CFP®
Senior Financial Planner



Nicholas Mango
Senior Financial Analyst



Katelyn Ribbecke
Senior Operations Associate



Hiren Shah, CIMA®
Manager, Portfolio Management



Amy Thau
Manager, Operations



Mieszko Tomczyk, CFA®
Portfolio Manager



Alberto Vergara
Support Desk Engineer



Nicholas Weaver
Financial Analyst



Linda Young
Portfolio Administrator



Priscilla Zeffiro
Operations Associate