{"id":45944,"date":"2025-11-20T12:33:10","date_gmt":"2025-11-20T12:33:10","guid":{"rendered":"https:\/\/www.newsbeep.com\/us-ny\/45944\/"},"modified":"2025-11-20T12:33:10","modified_gmt":"2025-11-20T12:33:10","slug":"sapient-capital-adds-new-york-partner-continues-build-out","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/us-ny\/45944\/","title":{"rendered":"Sapient Capital Adds New York Partner, Continues Build-Out"},"content":{"rendered":"\n<p class=\"meta\">&#13;<br \/>\n\t\t\t\t\t\t\t\t &#13;<br \/>\n\t\t\t\t\t\t\t\tEditorial Staff &#13;<br \/>\n\t\t\t\t\t\t\t\t &#13;<br \/>\n\t\t\t\t\t\t\t\t &#13;<br \/>\n\t\t\t\t\t\t\t\tNovember 20,  2025&#13;\n\t\t\t\t\t\t\t<\/p>\n<p>\t\t\t\t\t\t&#13;<br \/>\n\t\t\t\t\t\t&#13;<\/p>\n<p>\t\t\t\t\t<img decoding=\"async\" class=\"inset-img\" alt=\"Sapient Capital Adds New York Partner, Continues Build-Out \" src=\"https:\/\/www.newsbeep.com\/us-ny\/wp-content\/uploads\/2025\/11\/NewYorkphoto.jpg\"\/><\/p>\n<p class=\"standfirst\">The $23 billion AuM firm \u2013 headquartered in Indianapolis, with offices in Los Angeles, Miami and New York \u2013 is in expansion mode.   \t  <\/p>\n<p>&#13;<br \/>\n  <a href=\"https:\/\/www.familywealthreport.com\\\/section.php?keywords=Sapient%20Capital\" rel=\"nofollow\">Sapient&#13;<br \/>\n  Capital<\/a>, the wealth advisory firm with more than $23 billion&#13;<br \/>\n  in assets, has appointed Joshua Mandelbaum as a partner and&#13;<br \/>\n  advisor in its New York office.&#13;\n<\/p>\n<p>&#13;<br \/>\n  Mandelbaum\u2019s arrival comes after\u00a0David Larado, who&#13;<br \/>\n  concentrates on hiring private wealth advisors, came on board the&#13;<br \/>\n  firm\u00a0<a href=\"https:\/\/www.familywealthreport.com\/article.php\/Who%27s-Moving-Where-In-Wealth-Management%3F-%E2%80%93-Sapient%2C-UBS%2C-Raymond-James?id=206210\" rel=\"nofollow noopener\" target=\"_blank\">last&#13;<br \/>\n  week<\/a>.&#13;\n<\/p>\n<p>&#13;<br \/>\n  \u201cSapient\u2019s employee-ownership structure, partnership with Lee&#13;<br \/>\n  Equity, impressive technology, and robust family office solutions&#13;<br \/>\n  provide the ideal environment for me to deliver tailored,&#13;<br \/>\n  holistic service to my clients,\u201d Mandelbaum said.&#13;\n<\/p>\n<p>&#13;<br \/>\n  Mandelbaum draws on 17 years of experience from JP Morgan Private&#13;<br \/>\n  Bank, where he began his career after graduating from the Kelley&#13;<br \/>\n  School of Business at Indiana University in 2008. He served as a&#13;<br \/>\n  managing director for his most recent five years at JP Morgan&#13;<br \/>\n  Private Bank.&#13;\n<\/p>\n<p>&#13;<br \/>\n  Sapient Capital is headquartered in Indianapolis, with offices in&#13;<br \/>\n  Los Angeles, Miami, and New York.&#13;\n<\/p>\n<p>&#13;<br \/>\n  Sapient&#8221;s team of wealth advisors includes Jeff Cohen, Tom Pence,&#13;<br \/>\n  and Jamie Knall. James Rooney, the CEO, was previously CEO of&#13;<br \/>\n  Corient Capital and Freestone Capital Management. The chief&#13;<br \/>\n  financial officer, Liz Ewing, was CFO of consumer and wealth&#13;<br \/>\n  business at Goldman Sachs, working at the US firm\u2019s executive&#13;<br \/>\n  office and controllers\u2019 division. The chief legal and compliance&#13;<br \/>\n  officer at Sapient is Max Rijkenberg. Sapient\u2019s alternative&#13;<br \/>\n  investment platform is headed by Karim Khairallah.&#13;<\/p>\n","protected":false},"excerpt":{"rendered":"&#13; &#13; Editorial Staff &#13; &#13; &#13; November 20, 2025&#13; &#13; &#13; The $23 billion AuM firm \u2013&hellip;\n","protected":false},"author":2,"featured_media":45945,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[6],"tags":[26157,26158,26159,26160,26161,26162,26163,26164,26165,26166,26167,26196,26198,26197,26199,26168,26169,26170,26171,9,11,10,26172,26173,26174,26175,26176,26177,26178,26179,26180,26181,26182,26183,26184,26185,26186,26187,26188,26189,26190,16452,26191,26192,26193,26194,26195],"class_list":["post-45944","post","type-post","status-publish","format-standard","has-post-thumbnail","category-new-york","tag-family-office","tag-family-office-news","tag-family-risk","tag-family-risk-news","tag-family-wealth","tag-family-wealth-news","tag-family-wealth-report","tag-high-net-worth","tag-high-net-worth-news","tag-hnw","tag-hnw-news","tag-ifa","tag-ifa-news","tag-independent-financial-advisor","tag-independent-financial-advisor-news","tag-mfo","tag-mfo-news","tag-multi-family-office","tag-multi-family-office-news","tag-new-york","tag-new-york-headlines","tag-new-york-news","tag-private-bank","tag-private-bank-news","tag-private-banking","tag-private-banking-news","tag-private-wealth","tag-private-wealth-news","tag-private-wealth-reporting","tag-registered-investment-advisor","tag-registered-investment-advisor-news","tag-ria","tag-ria-news","tag-sfo","tag-sfo-news","tag-single-family-office","tag-single-family-office-news","tag-uhnw","tag-uhnw-news","tag-ultra-net-worth","tag-ultra-net-worth-news","tag-wealth-management","tag-wealth-management-news","tag-wealth-manager","tag-wealth-manager-news","tag-wealth-planning","tag-wealth-planning-news"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/us-ny\/wp-json\/wp\/v2\/posts\/45944","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/us-ny\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/us-ny\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-ny\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-ny\/wp-json\/wp\/v2\/comments?post=45944"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/us-ny\/wp-json\/wp\/v2\/posts\/45944\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-ny\/wp-json\/wp\/v2\/media\/45945"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/us-ny\/wp-json\/wp\/v2\/media?parent=45944"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-ny\/wp-json\/wp\/v2\/categories?post=45944"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-ny\/wp-json\/wp\/v2\/tags?post=45944"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}