Your Family Office Team
Robert J. Schneider
Robert J. Schneider is President and Chief Operating Officer (COO) at West Capital Management. He joined West Capital Management from Goldman Sachs (United Capital Financial Advisors prior to acquisition by Goldman). Robert has 28 years of experience in wealth management, with the majority of his career (18 years) spent as Managing Director, Chief Compliance Officer, and Senior Portfolio Manager at Conservest Capital Advisors, a Registered Investment Advisory firm in Wynnewood, PA. Robert brings to West Capital a well-diversified background as a client-focused leader who has grown relationships while also providing day-to-day operational leadership of a business. Robert started his career at the Vanguard Group where he earned several industry leading FINRA licenses and certifications. Robert earned a Bachelor of Science in Business Administration from LaSalle University in Philadelphia.
Timothy M. Macarak, CFP®
Tim Macarak is an Advisor at West Capital Management. Collaborating with all departments at West Capital Management, Tim works with individuals, families, and institutional clients to help them meet their financial goals and solve complex planning issues. Prior to West Capital, Tim was a Regional Director for Lockwood Advisors, a Bank of New York Company, where he provided investment advice, and practice management solutions to financial advisors, registered investment advisors and broker/dealers. Tim’s responsibilities also included identifying and executing on key marketing opportunities and strategies. Prior to Lockwood, Tim also held roles at TD Ameritrade and Piper Jaffray. He completed his undergraduate work at Temple University where he earned a B.A. in Political Science with a minor in Economics. Tim is also a Certified Financial Planner™.
Erik W. O’Neal, CIMA®
Erik O’Neal is an Advisor at West Capital Management. Erik works with individuals, families, and institutional clients to help them meet their financial goals and solve complex planning issues. Prior to joining West Capital Management in 2013, Erik had eight years of experience in Financial Services, holding leadership roles at two large financial companies as well as being the Founder and President of a private financial services consultancy firm, whose clients included both Fortune 500 financial institutions and independent wealth management companies. Erik is a graduate of West Virginia University with a bachelor’s degree in Sociology. He has also completed study at the Wharton School of the University of Pennsylvania for the Certified Investment Management Analyst (CIMA®), and is a member of the Investments & Wealth Institute.
Brooke A. Bees, CFP®, CTFA
Brooke Bees is an Advisor at West Capital Management. Brooke has been providing financial advice to the owners of closely held businesses and high new worth individuals since 1999. Prior to joining West Capital Management, Brooke was a Client Advisor and Branch Manager at Mercer Advisors where she was responsible for introducing new and prospective clients to Mercer, managing client relationships, as well as overseeing the design and implementation of her client’s financial plans. Brooke graduated from Pennsylvania State University with a dual degree in International Business and Management. She has been awarded the Certified Financial Planner™ designation and is also a Certified Trust Financial Advisor.
Garrett C. Spangler, J.D., LL.M.
Garrett Spangler is a Wealth Planner at West Capital Management and also serves on West Capital Management’s Planning Committee. In his role, Garrett works with clients on a varierty of planning areas such as trust and estate planning, business planning, and income tax and liability exposure. Prior to joining West Capital management, Garrett was an associate at The Erb Law Firm, PC practicing tax, estate, and business succession planning, with a focus on non-citizens and international planning for those with foreign assets. Garrett earned his law (J.D.) degree and Masters in Taxation (LL.M.) from Temple University’s Beasley School of Law and his bachelor’s degree from Penn State University’s Smeal College of Business.
Lisa M. Borrelli, CPA
Lisa Borrelli is a Wealth Planner at West Capital Management. In her role, Lisa works with clients on an variety of planning areas such as income tax and liability exposure, business planning, and trust and estate planning. Prior to joining West Capital management, Lisa was a Senior Tax Associate at BDO USA, LLP in the Private Client Services deptarment; providing clients with cash flow and tax return analysis in addition to tax return preparation focusing on High Net Worth Individuals and closely held businesses. Lisa is currently pursuing her Masters in Taxation (M.T.) at Villanova University and earned her B.S. in Accounting from the Haub School of Business at Saint Joseph’s University.
Sony S. Mathew
Wealth Planning Administrator
Sony Mathew is a Wealth Planning Administrator at West Capital Management. Sony works closely with the Wealth Planning and Advisory Team to ensure procedures related to the WCM client experience are met with efficiency and attention to detail. Prior to joining West Capital Management, Sony was a Brokerage Investment Professional with the Vanguard Group. Sony graduated from Lafayette College in Easton, PA with a Bachelor of Arts in English.
Dane F. Czaplicki, CFA®
Director of Research
Dane Czaplicki, CFA® is West Capital Management’s Director of Research and also leads West Capital Management’s Investment Committee. Dane is responsible for due diligence on managers/strategies, portfolio construction, and portfolio implementation. Prior to joining West Capital Management in 2007, Dane was an investment analyst at both Veritable, LP and Lockwood Advisors, Inc. At Lockwood Advisors and Veritable, Dane was responsible for identifying investment strategies, interviewing managers, and performing due diligence. Dane began his financial career with The Vanguard Group. Dane graduated cum laude from Bloomsburg University where he earned a Bachelor of Science Degree in Biology and received his MBA from the Wharton School of the University of Pennsylvania. He is a former member of the Bloomsburg University Foundation, Inc. Investment Committee. Dane has earned the Chartered Financial Analyst (CFA®) designation.
David A. Navarro, CFA®
David Navarro, CFA® is a Research Analyst on West Capital Management’s Research Team and also serves on West Capital Management’s Investment Committee. David is responsible for investment due diligence on managers/strategies, portfolio construction, and portfolio implementation. David has 18 years of industry experience, joining West Capital Management from a wealth management firm where he was a Portfolio Manager and Analyst responsible for designing and analyzing client portfolios. His prior experience also includes investing directly both in public and private securities. David’s career began with nine years at Bear Stearns. David graduated with a B.S. in Finance from Rutgers University and he has earned the Chartered Financial Analyst (CFA®) designation.
Andrew N. Davis, CFA®
Andrew Davis, CFA® is a Research Analyst on West Capital Management’s Research Team and also serves on West Capital Management’s Investment Committee. Andrew is responsible for due diligence on managers/strategies, portfolio construction, and portfolio implementation. Prior to his employment at West Capital Management, Andrew was a Portfolio Strategist at SEI Investments, where he was responsible for asset allocation modelling and managing a Covered Call writing strategy. He has also worked as an Economist at Moody’s Analytics where he was engaged in economic research and forecasting. Andrew began his career as an Economist at the Bureau of Labor Statistics. Andrew earned his Bachelor of Arts in Economics from Michigan State University, and his Master of Arts in Applied Economics and Graduate Certificate in Financial Management from John’s Hopkins University. Andrew has earned the Chartered Financial Analyst (CFA®) designation.
Balaj Singh, CAIA®
Balaj Singh is a Research Analyst on West Capital Management’s Research Team and supports West Capital Management’s Investment Committee. Balaj is responsible for investment due diligence on managers and strategies, portfolio construction, and performance reporting. Prior to joining West Capital Management, Balaj was a Senior Stock Operations Associate at Broadridge Financial Solutions, Inc. and a Client Service Analyst at Hamilton Lane Advisors. Balaj graduated from Rutgers University with a Bachelor of Science in Finance and Accounting with a Minor in Economics. Balaj has earned the CAIA® Designation and is currently a Level III Candidate in the CFA® program.
Erik R. Hickman
Erik Hickman is a Research Analyst on West Capital Management’s Research Team and also serves on West Capital Management’s Investment Committee. In addition to performing due diligence on managers and strategies, Erik brings an expertise in technology to the Research Team. Erik graduated from the Wharton School of the University of Pennsylvania with a Bachelor of Science in Economics with a Concentration in Finance and a Minor in Political Science.
Sarah J. Ryder
Sarah Ryder is West Capital Management’s Office Manager. In her current role, Sarah works closely with all departments at West Capital Management to help maintain a collaborative and dynamic work environment. Prior to joining West Capital Management, Sarah was in the non-profit sphere, working as Office Manager and Assistant to the CEO of Penn Medicine Neighborhood Health in West Chester. Sarah graduated from Albright College in Reading, PA with a Bachelor of Arts in History and Political Science.
Abby E. Miller
Abby Miller works directly with the President of West Capital Management. Her responsibilities range from assisting with meeting coordination and preparation to managing daily administrative and client service matters of the firm. Prior to joining West Capital Management, Abby was an executive assistant to the Founder and CEO of an SEO firm catering to the legal industry. Abby earned her Bachelors of Science degree in Biology from Lock Haven University in Pennsylvania.