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In the News

Career Merrill Broker in Michigan Joins Another Alum’s RIA

Posted by Wendy Leung

September 21, 2020
By Mason Braswell

Transcend Wealth Collective, a registered investment advisory firm founded last year by a former Merrill Lynch complex manager, a former New York Stock Exchange and a former high-yield fund manager, has landed another Merrill veteran.

Andrew Moss, who worked at the wirehouse in Bloomfield, MI, for 26 years, joined Transcend earlier this month to open the New Jersey-based firm’s second office in Birmingham, MI.

Moss produced just under $3 million in the previous 12 months at Merrill, according to Jim Hughes, who left Merrill after 21 years in 2018 and launched Transcend with Duncan Niederauer, the former NYSE CEO and longtime Goldman Sachs trader, and James Didden, the former Blackstone leveraged debt banker.

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About Wendy Leung

Senior Consultant – Wendy's goal is simple: To leverage a comprehensive understanding of the industry landscape today and forces that will change it tomorrow, to guide advisors to opportunities where they can achieve long-term success for their business, clients and families. Learn more...

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