Why Socius?
Stewards of your capital, honest advocates for your financial life.
Stewards of Your Capital, Honest Advocates for Your Financial Life.
Faithful stewards for your family’s assets, Socius champions transparency and advocacy in managing all your financial affairs.
As an independent multi-family office in a financial industry dominated by aggressive sales and misaligned interests, our firm provides honest guidance and shrewd management to preserve, protect, and build your estate.
While today’s wealthy families need help navigating today’s financial landscape efficiently, too many advisers serve their parent company’s interests above their clients. Unlike others beholden to large institutions, we work for you.
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.
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Robert Konrad Founder, Non-Executive ChairmanSocius’s founder and non-executive chairman, Rob played an instrumental role in crafting the firm’s client-focused mission and unique business…
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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…
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Kaylyn Melia, CFP® Chief Compliance Officer | Chief Operating Officer
Kaylyn Melia 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…
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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, …
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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…
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Mark Renz, CFA® Managing Director
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…
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Tommy McDonnell Advisor Associate
Previously the captain of the basketball team at UNH, Tommy has a passion for working with and coaching athletes. In his role as an Advisor Associate at Socius, Tommy works…
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Shannon Ogden, CPA® Director of Accounting
As Director of Accounting for Socius Family Office, Shannon Ogden is responsible for the oversight and maintenance of the firm’s accounting processes and procedures…
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Katelynn Bresler Client Service Specialist
Katelynn Bresler serves as a Client Service Specialist at Socius. In her role, she interacts with many of the firm’s clients, addressing their day-to-day needs…
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Alexis Gayhart Advisor Associate
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 …
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Jennifer Gonzalez Advisor Associate
As a Client Advocate, Jennifer is often our clients’ first point of contact. Jennifer helps maintain communication with our clients by assisting with day-to-day transactions and reporting…
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Pat Harris Operations Specialist
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…
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
2605 Nicholson Road, Suite 5140
Sewickley, PA 15143
724.602.2912
