Sapient Capital LLC

Lynn King is a financial advisor at Morgan Stanley in Deerfield, IL, holding a Series 66 license with five years of industry experience. Prior to joining Morgan Stanley in 2020, Lynn worked at New York Life Insurance from 2016 to 2020. Morgan Stanley Wealth Management offers a wide range of advisory programs for individuals and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services that include financial planning, investment advisory, and estate planning strategies.

David Larado is a financial advisor at Sapient Capital LLC with 19 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for 19 years before joining Sapient Capital in 2025. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, estates, businesses, foundations, and endowments. The firm manages discretionary and non-discretionary portfolios using a range of investment vehicles and emphasizes customized, long-term portfolio construction supported by fundamental and technical analysis.

William Eckrich is a financial advisor at Sapient Capital LLC in New York, NY, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining Sapient Capital in 2025, he worked at Bofa Securities, Inc. from 2021 to 2025. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, estates, businesses, foundations, and endowments. The firm manages discretionary and non-discretionary portfolios using a range of investment vehicles and emphasizes customized, long-term portfolio construction supported by fundamental and technical analysis.

Elizabeth Chand is a financial advisor at Sapient Capital LLC in Indianapolis, holding a Series 66 designation with six years of industry experience. She previously worked at Morgan Stanley for six years and New York Life for three years before joining Sapient Capital in 2025. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, estates, businesses, foundations, and endowments. The firm emphasizes customized, long-term portfolio construction using fundamental and technical analysis, regular client communication, and may engage independent managers while managing over $11 billion in assets.

Ronald Leblanc is a financial advisor at Sapient Capital LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Stifel Nicolaus & Co., Inc., LPL Financial, WWK Advisors, and American Funds Distributors, Inc. Outside of his advisory role, he is a partner at Wine Cellars Limited, where he assists in designing and pricing wine racking systems. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, estates, businesses, foundations, and endowments. The firm employs a customized, long-term portfolio construction approach using a range of investment vehicles and offers family office capabilities alongside institutional support and due diligence services.

Edward Murphy is a financial advisor at Sapient Capital LLC with a Series 65 credential and one year of industry experience. Prior to joining Sapient Capital, he worked at Eli Lilly and Company for eight years and held roles at AMR Action Fund GP LLC and Orange Grove Bio LLC. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, families, trusts, estates, businesses, foundations, and endowments. The firm employs a customized, long-term investment approach using a variety of securities and alternative investments, and it offers family office capabilities alongside substantial assets under management.

William Matthiessen is a financial advisor at Sapient Capital LLC in Indianapolis, holding a Series 65 designation. He has experience working with Commonwealth Impact Investing, SportsRecruits, and the Pittsburgh Pirates prior to joining Sapient Capital. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, estates, businesses, foundations, and endowments. The firm emphasizes customized, long-term portfolio construction using a range of investment vehicles and offers family office capabilities alongside institutional support and due diligence services.

Austin Wodock is a financial advisor at Sapient Capital LLC in Indianapolis, IN, holding a Series 65 designation. He is part of a multi-team firm comprised of 31 advisors. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory services to individuals, high-net-worth families, trusts, estates, businesses, foundations, and endowments. The firm constructs portfolios using individual equities and bonds, mutual funds, ETFs, and alternative investments with a long-term orientation and serves as a sponsor and sub-advisor to a registered ETF.

Thomas Pence is a CFA® charterholder with 22 years of industry experience. He is currently with Sapient Capital LLC, where he has worked since 2023. His prior experience includes roles at Stifel Nicolaus & Co. Inc. and Wells Capital Management. Pence serves on the boards of the Eskenazi Health Foundation and the Indianapolis Museum of Art, contributing to governance and investment committees. He also consults for Trade Secret Chocolates Inc., advising on business planning and strategies. Sapient Capital LLC provides wealth management, financial planning, family office services, and sub-advisory support to individuals, families, trusts, estates, businesses, and institutional clients. The firm emphasizes customized, long-term portfolio construction, combining fundamental and technical analysis, and offers discretionary and non-discretionary management across various asset types.

Joshua Shneyderov is a financial advisor at Sapient Capital LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Stifel, OREC Securities, LLC, and Hutchinson, Shockey, Erley & Co. Outside of his advisory role, he officiates middle and high school football games in Indianapolis. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, families, trusts, businesses, and institutions. The firm emphasizes customized, long-term portfolio construction and uses a range of investment vehicles while offering family office capabilities and maintaining over $11 billion in assets under management.

John Vanier III is a financial advisor at Sapient Capital LLC in Indianapolis, holding the CFP® designation along with Series 63 and 66 licenses. He has seven years of industry experience, including prior roles at Stifel and Charles Schwab. Before entering the financial sector, he spent four years at Purdue University. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, estates, businesses, foundations, and endowments. The firm emphasizes customized, long-term portfolio construction, regular client communication, and employs both fundamental and technical analysis in managing discretionary and non-discretionary portfolios.

Kathleen O’Marro is a financial advisor at Sapient Capital LLC with nine years of industry experience. She holds a Series 66 designation and previously worked at Stifel, Nicolaus & Co., Inc. for 14 years before joining Sapient Capital in 2023. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, estates, businesses, foundations, and endowments. The firm emphasizes customized, long-term portfolio construction and offers both discretionary and non-discretionary portfolio management using a range of investment vehicles.

William Kopp is a CFP® with four years of industry experience, currently serving as a financial advisor at Sapient Capital LLC since 2023. He previously worked at Oxbow Advisors, Freedom Day Solutions, Krueger & Catalano Capital Partners, and Newmark Group. Kopp also has a background at Vanderbilt University. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, estates, businesses, foundations, and endowments. The firm employs a customized, long-term investment approach using a mix of individual securities, mutual funds, ETFs, and alternative investments, and offers family office capabilities alongside institutional platform support.

James Knall is a financial advisor at Sapient Capital LLC with 22 years of industry experience. He holds the Series 66 designation and previously worked at Stifel Nicolaus & Co., Inc. from 2005 to 2023. Outside of his advisory role, Knall serves as a board member and consultant for the non-profit Endeavour Miami Inc. Sapient Capital provides wealth management, financial planning, and family office services to individuals, high-net-worth families, trusts, estates, businesses, foundations, and endowments. The firm employs a customized, long-term investment approach using a range of securities and alternative investments, and offers sub-advisory support and operational due diligence for private funds.

Joshua Ryngler is a financial advisor at Sapient Capital LLC in Los Angeles, CA, holding a Series 65 designation with one year of industry experience. Before joining Sapient Capital in 2023, he worked at Twist Capital from 2020 to 2023 and has a background that includes time at the University of Arizona. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to a diverse client base, including individuals, high-net-worth families, trusts, estates, businesses, foundations, and endowments. The firm’s investment approach combines fundamental and technical analysis with customized portfolio construction and may include independent managers and alternative investments.