The $23 billion AuM firm – headquartered in Indianapolis, with offices in Los Angeles, Miami and New York – is in expansion mode.
Sapient
Capital, the wealth advisory firm with more than $23 billion
in assets, has appointed Joshua Mandelbaum as a partner and
advisor in its New York office.
Mandelbaum’s arrival comes after David Larado, who
concentrates on hiring private wealth advisors, came on board the
firm last
week.
“Sapient’s employee-ownership structure, partnership with Lee
Equity, impressive technology, and robust family office solutions
provide the ideal environment for me to deliver tailored,
holistic service to my clients,” Mandelbaum said.
Mandelbaum draws on 17 years of experience from JP Morgan Private
Bank, where he began his career after graduating from the Kelley
School of Business at Indiana University in 2008. He served as a
managing director for his most recent five years at JP Morgan
Private Bank.
Sapient Capital is headquartered in Indianapolis, with offices in
Los Angeles, Miami, and New York.
Sapient”s team of wealth advisors includes Jeff Cohen, Tom Pence,
and Jamie Knall. James Rooney, the CEO, was previously CEO of
Corient Capital and Freestone Capital Management. The chief
financial officer, Liz Ewing, was CFO of consumer and wealth
business at Goldman Sachs, working at the US firm’s executive
office and controllers’ division. The chief legal and compliance
officer at Sapient is Max Rijkenberg. Sapient’s alternative
investment platform is headed by Karim Khairallah.