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®
Ken Schapiro founded Condor Capital in 1988 and serves as its President. As a Chartered Financial Analyst charter holder, he manages portfolios for high net worth individuals, trust, pension plans, and corporations. Ken is a member of the TD Ameritrade AdvisorDirect referral program. Ken is a past President of the Counsel of Independent Financial Advisors (CIFA), a nationally recognized association of independent investment advisors, and was previously named one of the 40 under 40 by NJbiz magazine. Ken graduated Cum Laude, earning a Bachelor of Science Degree in Finance and a Master’s of Business Administration Degree in Marketing from The University of Colorado at Boulder. Ken can be seen as a frequent guest on CNBC and Bloomberg TV and has been quoted in the national press regarding stocks and markets. Ken is also a Partner and serves as the President of AAA Worldwide Transportation. Additionally, Ken is Managing Partner of Courtside Racquet Club, which recently won the 2009 USTA Outstanding Facility Award. Ken donates court time each week to Arc of Hunterdon County and The Hunterdon Outreach. Other charities that Ken participates in include Susan G Komen for the Cure of Central NJ, Leukemia Society, Safe In Hunterdon, and the Flemington Food Bank. He has also served as the Treasurer of the Hunterdon Museum of Art as well as the Head of Investments for Endowment of The Jewish Federation of Central New Jersey.
Michael Walliser, CIMA®
Chief Operating Officer
Michael Walliser is the Executive Vice President of Compliance & Investment Research at Condor Capital. Michael has been with Condor Capital since July 2003 and is the firm’s Chief Compliance Officer. As Chairman of the Investment Committee, he spends much of his time researching individual stocks, ETFs, and mutual funds. He also provides advice to several Fortune 1000 firms on deferred compensation and 401(k) plans, while providing general investment advice to corporate clients, individuals, and 401(k) participants. Michael joined Condor Capital after graduating Magna Cum Laude from Rutgers University in New Brunswick, NJ, earning a Bachelor of Arts degree in Economics with a minor in Political Science. Michael is Series 65 certified and has attained the Certified Investment Management Analyst® certification.
Vice President, Information Technology
Prateek Malhotra is the Vice President of Information Technology at Condor Capital. Prateek is responsible for maintaining and improving the technology backbone that runs Condor. He maintains the health of Condor’s current infrastructure while planning and executing projects to introduce and integrate new technology designed to increase service, security, and reliability to Condor’s employees and clients. Prateek started as an intern at Condor Capital in November 2007 and joined full time in January 2012 upon graduating from Rutgers University in New Brunswick, NJ. He holds two degrees: a Bachelor of Science degree in Electrical & Computer Engineering and a Bachelor of Science degree in Computer Science with a minor in Mathematics and a minor in Economics.
Jeanette Lucas, CFP®, ChSNC™
Senior Manager, Portfolio Management
Jeanette Lucas is a Portfolio Manager at Condor Capital. She is responsible for trading and rebalancing all client portfolios. Jeanette also works in client service and financial planning for new and existing clients at Condor. Additionally, as a member of the investment committee, Jeanette provides input and conducts research on potential ideas for Condor’s investment models. Jeanette graduated from Rutgers College in New Brunswick, earning her Bachelor of Science degree in Finance with a minor in Psychology. Jeanette is Series 65 certified and earned her CERTIFIED FINANCIAL PLANNERTM designation in April of 2015. She is a member of the Financial Planning Association (FPA). Jeanette also earned her Chartered Special Needs ConsultantTM designation in August of 2017.
Tanya Walliser, CFP®
Manager, Financial Planning
Tanya Walliser joined Condor Capital in June 2008 after graduating from The University of Maryland in College Park, MD with a Bachelor of Arts degree in Economics and a minor in Spanish Language. Tanya works primarily in client service and financial planning for new and existing clients at Condor. She is also a member of Condor’s investment committee. Tanya is Series 65 certified and earned her CERTIFIED FINANCIAL PLANNERTM designation in January 2014. She is a member of the Financial Planning Association (FPA) and a member of the National Association of Personal Financial Advisors (NAPFA).
Amy Thau is the Operations Manager at Condor Capital. Amy works closely with all other members of the Client Services Team and interacts daily with clients to fulfill any operational requests related to their accounts. She is in regular contact with Condor’s outside brokerages in an effort to provide our clients with superior service. Amy joined Condor Capital in May 2012 after graduating with honors from Loyola College in Maryland, where she earned a Bachelor of Arts degree in Journalism with a minor in History, and has her Masters in Library and Information Science from Rutgers University in New Brunswick, NJ.
Manager, Portfolio Management
Hiren Shah is responsible for the daily reconciliation, web upload, cost basis, and quarterly reporting of client accounts. Furthermore, he is also part of Condor’s investment committee, where he analyzes and presents research on securities for the company’s portfolio. He joined the Condor team full-time after interning at the firm for two years in the Corporate Services department. Hiren graduated from Rutgers University in New Brunswick, NJ where he earned a Bachelor of Science degree in Finance through the Rutgers Business School and a Bachelor of Arts degree in Psychology through the School of Arts and Sciences.
Lenore McGlynn is the Administrative Assistant at Condor Capital. She joined Condor Capital in April 2014, bringing her extensive experience in administration and customer service. She is instrumental in coordinating interactions between clients and Condor employees as well as streamlining day-to-day operations. Lenore graduated from Northampton Community College in Bethlehem, PA, after attaining an Associate in Applied Science Degree.
Kristi Spangenberg is an Operations Associate at Condor Capital, she performs daily operational tasks and works directly with clients to address their operational and procedural needs. Kristi serves as an intermediary for Condor Capital’s various custodial relationships for establishing and maintaining account management and facilitating client’s needs. Kristi joined Condor Capital in October of 2015 with over 13 years of experience in financial services and mortgage lending.
Support Desk Engineer
Alberto Vergara is the Support Desk Engineer at Condor Capital. Alberto is responsible for maintaining Condor’s computer systems and providing technical support for the people at Condor. Alberto started as an intern at Condor Capital in May 2014 and joined full time in December of the same year. He graduated in January 2015 from the New Jersey Institute of Technology in Newark, NJ, and holds a Bachelor of Science degree in Information Technology.
Nicholas Mango is a financial analyst at Condor Capital. His responsibilities include researching stocks, mutual funds, and ETFs and writing investment reports for individual and corporate clients. He also supports Condor’s financial planners in crafting long-term strategies for college, investment, and retirement planning. As a member of the investment committee, Nick provides input and conducts research on current holdings and potential additions to the company’s portfolio. Nick joined Condor in September 2016 after graduating from Binghamton University with a major in economics.
Katelyn Ribbecke is an Operations Associate at Condor Capital. Katelyn executes operational tasks, and works directly with clients to process their operational and procedural needs. Katelyn consults with Condor Capital’s various custodians to support account management and assist client needs. Katelyn joined Condor Capital in November of 2016. She graduated from Montclair State University with a Bachelor of Arts degree in Communication Studies, concentrated in Public Relations.
David Goldstone is a Research Analyst at Condor Capital. David is a member of the investment committee, preparing and conducting research to inform investment strategy and asset selection decisions. He is also responsible for special projects, helping Condor Capital drive business development and innovation. David joined Condor Capital’s team in 2016. David graduated from Colorado College earning a Bachelor of Arts degree in Biology with a minor in Asian Studies. He is also currently a Level III candidate in the Chartered Financial Analyst program and is working towards achieving the CFA designation.
Jacob Boylan is a Financial Analyst at Condor Capital. Jacob’s primary responsibilities include assisting in the research and analysis of the various mutual fund choices within the 401(k) and deferred compensation plans for Condor’s corporate clients. He also supports Condor’s financial planners in developing long-term strategies for the financial needs of clients. As a member of the investment committee, Jacob conducts research and provides recommendations on current holdings and potential selections to be included in the firm’s portfolio. Jacob joined Condor Capital in December 2016 and holds a Bachelor of Science degree in Finance from Susquehanna University.
Steve Manzi is a Financial Analyst at Condor Capital. Steve procures research and presents analysis on equity securities, to inform decisions on Condor’s investment strategies. He also aids financial planners in creating solutions to meet each client’s unique financial needs. Additionally, he manages and improves investment reporting processes, which generate performance reports for the firm’s corporate clients. Previously, Steve worked for Citi Private Bank analyzing managed accounts, and for Markov Processes International (MPI) providing analytical support to asset and wealth managers. He joined Condor in March 2017, and holds a Bachelor of Science degree in Finance from the University of Maryland, College Park.
Linda Young is a Portfolio Administrator at Condor Capital. She is responsible for the daily reconciliation, web upload, cost basis, and quarterly reporting of client accounts. Previously, Linda held positions with Credit Suisse, HSBC, Morgan Stanley and UBS Financial. She graduated Rutgers University in New Brunswick, NJ with a Bachelor’s Degree in Communication with a Minor is Economics.
Client Service Associate
James Barr is a Client Service Associate at Condor Capital. James’ primary responsibilities include working on wealth management projects such as proposals for prospective clients, financial projections, estate planning reviews and various other client related tasks. James joined Condor Capital in October of 2017. He graduated from the New Jersey Institute of Technology in Newark, NJ, and holds a Bachelor of Science degree in Business with dual concentrations in Finance and Accounting. James is currently pursuing an MBA as well as the Series 65 Certification.
Visual Designer and MarCom Analyst
Monica Ho is a Visual Designer and MarCom Analyst at Condor Capital. Monica designs the concepts and layouts for digital projects and collaborates with IT to maintain affiliated websites. She also handles design for marketing items and presentation materials. Other responsibilities include assisting in the execution of marketing campaigns and aggregating the resulting analytics. She began as an intern in May 2016 and, after graduating from Rutgers University with a Bachelor of Science degree in Computer Science, joined as a full-time employee in January 2018.