Our Team
Tanya Walliser has been a member of the Condor Capital team since 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. While Tanya has held several positions at Condor over the years, she currently spends her time working with clients to achieve their goals and objectives in all areas of their financial life. She is particularly versed in estate planning for high net worth families and has worked with clients, attorneys, and accountants to settle many complex estates. Tanya is Series 65 certified and earned her CERTIFIED FINANCIAL PLANNER™ designation in January 2014.
Tanya is a member of the Financial Planning Association (FPA), which allows her access to resources that provide professional development opportunities and the ability continue growing her skillset to benefit Condor's clients. Additionally, Tanya is also a NAPFA-Registered Financial Advisor®, which is the leading title to identify professional, ethical, fee-only financial advisors.
When she is not in the office, Tanya enjoys spending time with her husband, Michael (Condor's own President) and her daughters, Avery and Dylan. Running around behind her small children keeps her pretty busy, but Tanya enjoys the daily adventures with her family.
Jeanette started working at Condor as an intern back in 2005 while attending Rutgers Business School in New Brunswick, where she attained a Bachelor of Science degree in Finance with a minor in Psychology from Rutgers College. She decided to stay with Condor full time after graduation.
Jeanette went on to receive her Series 65 certification shortly after graduating. She then began attending client meetings and realized that she really wanted to help clients with more than just their investments, so she attained her CERTIFIED FINANCIAL PLANNER™ designation in 2015.
After noticing unique financial difficulties in families that have a family member with special needs, she wanted to learn more about how to help with their financial planning needs and earned her Chartered Special Needs Consultant™ designation in 2017. Additionally, in 2020, Jeanette went on to become a Certified Divorce Financial Analyst®. Having gone through a divorce herself, she knows the emotional and financial toll it can have on someone's life and wanted to be a better resource to help those going through it stay on their feet. She is also a member of the Financial Planning Association (FPA) in order to network with those in the industry and keep up to date on any new technologies and best practices.
Jake became a member of Condor in December of 2016 after spending time in advisor-supportive roles at a financial services firm in his home state of Pennsylvania. Prior to Condor, Jake earned a Bachelor of Science degree in Finance from Susquehanna University, where he thoroughly enjoyed competing on the swimming team (no breaststroke!), as well as the culturally enriching experiences during his study abroad program in London, England.
As a Senior Financial Analyst at Condor, Jake is involved in helping clients navigate various financial planning matters and performing research on the current and prospective holdings for Condor's investment strategies. Jake is particularly interested in searching for attractive companies to invest in within the information technology and communication services sectors so that Condor's clients can participate in the growth opportunities garnered from the success of new and innovative technologies. In addition, Jake holds a Series 65 certification, which gives him the ability to provide investment advice to clients, along with trading and rebalancing client accounts to ensure they are well-positioned for the long term.
While away from Condor, Jake and his wife take pleasure in exploring the lively Red Bank area, as well as keeping up with the continued success of their favorite sports team, the Philadelphia 76ers. Additionally, as self-described beer aficionados, they can often be found traveling around to the multitude of excellent craft brewers that have been popping up in the Tri-State area.
Michael joined the Condor Capital team in February of 2022. He graduated from Syracuse University in 2019 with a Bachelor of Arts degree in Economics and a minor in Finance. While at Syracuse, Michael was a goaltender for the Men's Ice Hockey team. Michael was drawn to Condor Capital because of its fee-only, fiduciary business model and commitment to its clients. Michael currently holds Series 66 and Series 7 certifications.
As a Financial Advisor, Michael assists the Financial Advisory team in meeting preparation and creating retirement projections for clients, ensuring they are on track to meet their financial goals.
Outside of the office, Michael and his fiancé enjoy exploring different restaurants and bars in their vibrant town of Montclair, NJ. Michael is also a devoted fan of Formula 1 racing and regularly watches the weekend races with his close friends.
Tim Moran is a Financial Advisor at Condor Capital. Before joining Condor, Tim graduated both from Rutgers University with a Bachelor of Arts in History and Rutgers School of Law - Camden with his Juris Doctorate. Tim has been in the industry for 10 years, specializing in financial planning for his clients. Additionally, Tim holds a CFP Designation and Series 7 and Series 66 licenses.
Tim's true passion is helping his clients reach whatever their financial goals are for both themselves and their families. Through comprehensive financial planning and investment management with the Condor team, Tim's goal is to try to simplify the complexities of the financial world to help his clients pursue their own true passions and provide for themselves and their families for many years to come.
Outside of the office, Tim loves spending time with family, which includes his wife Ashley and his twin boys Finnegan and Gavin. You'll often find him going on adventures with the kids, golfing, reading books, and watching movies. Finally, every Fall, you'll find Tim cheering on Rutgers Football, where he and his family have had season tickets for over 30 years.
Michael Walliser is the President of Condor Capital Wealth Management. Michael has been with Condor Capital since July 2003 and is also the firm's Chief Compliance Officer. Michael joined the team shortly after graduating Magna Cum Laude from Rutgers University in New Brunswick, with a Bachelor of Arts degree in Economics and a minor in Political Science. Since the start of his tenure, Michael has held many different positions at Condor, working his way up to his current position.
Michael regularly meets with clients and manages portfolios for high net worth individuals, trusts, pension plans, and corporations. As Chairman of the Investment Committee, he spends time researching individual stocks, bonds, ETFs, and mutual funds. He also provides advice to several Fortune 1000 firms on deferred compensation and 401(k) plans. Michael is Series 65 certified and has attained the Certified Investment Management Analyst® certification.
Outside of the office, Michael is an avid football fan and truly believes there are two seasons: football season and getting ready for football season. After meeting his wife Tanya at Condor, they now have two daughters, Avery and Dylan. Michael is still working on converting all of them into football fans and has made some strides in this area.
Ken Schapiro founded Condor Capital in 1988 and serves as its Chief Executive Officer. At the time of its founding, Ken wanted to fill a hole in the financial services industry—that of a fee-only advisor. Because of Ken's desire to provide clients with low fees, ready access to performance data, and a trustworthy source of financial advice, Condor Capital has been a fiduciary since its inception. Ken takes pride in Condor's commitment to its clients and their best interests.
As a Chartered Financial Analyst charter holder, Ken manages portfolios for high-net-worth individuals, trusts, pension plans, and corporations. Ken and Condor Capital have been named to Barron's Top 1200 Financial Advisors each year since 2017. Ken is a past President of the Counsel of Independent Financial Advisors (CIFA), a nationally recognized association of independent investment advisors. Ken was also previously named one of the 40 under 40 by NJbiz magazine. He is a current member of TIGER 21, a peer-to-peer networking group of wealth creators.
Outside of the office, Ken spends his time playing tennis and skiing. He particularly enjoys heli-skiing, where skiers are brought to remote locations to ski on unmarked trails. He's been married to his wife, Lisa, for 30 years, and has two adult children, Samantha and Zachary. While he is the boss at work, the boss at home is the family dog, Chaos.
104920
N/A
Charles Schwab, TDAmeritrade, Fidelity
Investment Clubs, Businesses, Individual Investors, Non-Profit Organizations
English, Portuguese
Financial Planning for Businesses, Tax Advice and Services, Financial Planning for Individuals, Financial Advice & Consulting, Investment Advice & Management, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts
Yes
No
Yes
Yes
I have a clean record
I have a clean record
CFP®, CFA®, CIMA®, EA, CDFA®
Series 65
Commodities, Insurance, Annuities, Stocks, Bonds, Mutual Funds, Mortgages & Real Estate, Alternative Investments, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
Phone, Our Office, Our Offices, Email, Video Conference
Fee-Only
$500,000
Based on Assets
Tiered
$0 - $3,000,000* = 0.75%
$3,000,000 - $5,000,000 = 0.70%
$5,000,000 - $7,500,000 = 0.65%
$7,500,000 - $10,000,000 = 0.55%
$10,000,000 - $25,000,000 = 0.45%
Over $25,000,000 = 0.30%
*If total portfolio is less than $1,000,000 the fee is 0.85%. After exceeding $1,000,000 the above applies.
780
780
1,500,000,000
Yes
Reinvesting Your Dividends - Dividends are an important component of generating total return, so we make sure they are reinvested.
Rebalancing Your Portfolio - Your portfolio is rebalanced to make sure your investment and asset allocations remain on target.
Also, to protect yourself and your investments against the financial impact of unexpected events, you may want to consider getting insurance. Condor Capital does not sell insurance, but we help by evaluating the offerings of outside providers while keeping in mind the cost of protection and the efficacy of the coverage to give you the best recommendation possible.
Here at Condor Capital, we examine various components of your portfolio to maximize the value you receive from our services. We assess your risk tolerance and recommend an appropriate asset allocation, and we also review any involved fund fees to emphasize low-cost vehicles and take a cost-conscious approach when making recommendations. We are happy to assist if you have any questions regarding your investments and portfolio.
ADV Part 2: https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=767862 CRS: https://www.condorcapital.com/wp-content/uploads/2022/04/Condor-Capital-CRS-final-3.29.22-4883-6217-9354.pdf
Additional Detailed Disclosures
Condor Capital Wealth Management ("Company") is an SEC registered investment adviser located in Martinsville, New Jersey. Company and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which Company maintains clients. Company's web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. The material presented in this advertisement is for informational purposes only and should not be construed as investment advice. It is not a recommendation of, or an offer to sell or solicitation of an offer to buy, any particular security, strategy or investment product. Investing in securities involves risks, including the potential loss of money, and past performance does not guarantee future results. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. For more details, see our disclosures in Form ADV Part 2 and Form CRS.
