Why Socius?

Stewards of your capital, honest advocates for your financial life.

Stewards of Your Capital, Honest Advocates for Your Financial Life.

Socius cuts through to provide clear-eyed, candid advice and comprehensive, efficient execution. A single point-of-contact for all aspects of your entire financial life, we lead your larger team of professionals to manage your financial affairs as a well-oiled business.

Meet Our Team.

  • Robert Konrad Founder, Non-Executive Chairman

    Socius’s founder and non-executive chairman, Rob played an instrumental role in crafting the firm’s client-focused mission and unique business…

  • Mark Baniewicz, CFP® President, CEO

    Mark Baniewicz didn’t follow the typical path into the world of finance. After majoring in the subject as an undergraduate, he turned down a Rhodes Scholarship to join the NFL…

  • Kaylyn Norvell Chief Operating Officer

    Kaylyn Norvell keeps Socius running smoothly and efficiently behind the scenes so the team can spend more time adding value to client relationships. As Chief Operating Officer…

  • Mark Renz, CFA® Chief Investment Officer

    Mark Renz has spent over two decades in the financial services industry, but he’s never found any place like Socius. He has served as an investment adviser to high-net-worth families since…

  • Matthew Cassano Managing Director

    Matt Cassano knows what it takes to be a premier athlete: hard work, perseverance, and intelligent strategies. As the wealth advisor leading the sports initiative at Socius…

  • Troy Nunes Managing Director

    Troy Nunes had dedicated the entirety of his career to working with and for professional athletes. A collegiate athlete himself, today he works from Socius’s Pennsylvania office, …

  • Alexis Gayhart Client Advocate

    Alexis Gayhart values her clients’ comfort and peace of mind above all else. Serving in the financial services industry since 2004, she has seen how larger firms can fail to give clients …

  • Pat Harris Client Advocate

    Pat Harris helps clients do what they do best by handling everything that might distract them from their own jobs. As a client advocate, she manages the day-to-day transactions…

  • Christie Andersen Human Resources and Compliance

    Christie Andersen has been with Socius since the beginning—and she’s been helping it run smoothly ever since. With over 20 years of experience…

Schedule your first meeting with Socius.

See our team.

OUR INFO

Southeast Office
200 East Las Olas Boulevard, Suite 1550
Fort Lauderdale, FL 33301
561.404.0484

Northeast Office
4500 Brooktree Road, Suite 105
Wexford, PA 15090
724.602.2912