Our Team

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

Our Team

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

Mark Baniewicz

Mark Baniewicz

President, Socius Family Office

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
Katelynn Bresler

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…
Matthew Cassano

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
Alexis Gayhart

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
Jennifer Gonzalez

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
Pat Harris

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...
Robert Konrad

Robert Konrad

Founder and 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…
Tommy Mcdonnell

Tommy McDonnell

Advisor

Previously the captain of the basketball team at UNH, Tommy has a passion for working with and coaching athletes...
Kaylyn Melia

Kaylyn Melia

Chief Compliance Officer and 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
Troy Nunes

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...
Shannon Ogden

Shannon Ogden

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…
Mark Renz

Mark Renz

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
Ron Tenhagen

Ron Tenhagen

Chief Investment Officer

Ron Tenhagen joined Socius in 2023, serving as Chief Investment Officer. He leads the firm’s investment platform and works to create bespoke investment solutions to

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