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®
Michael Walliser, CIMA®
Chief Operating Officer
Philip Fried, MBA
Visual Designer and MarCom Analyst
Jeanette Lucas, CFP®, ChSNC™
Manager, Portfolio Management
Support Desk Engineer
Tanya Walliser, CFP®
Executive Vice President
Client Service & Financial Planning