“I am motivated by giving our clients restful nights, knowing they have a plan in place that makes market fluctuations irrelevant to their financial security.”

Carl Zuckerberg was here at the beginning. A founding member of RZH Advisors, he has been passionate about the world of investing his entire career, focusing on investment design, analysis, management, and oversight.

As our Chief Investment Strategist, Carl oversees the investment assets of the firm’s clients and sees his role as a steward of their capital and their advocate to Wall Street. Disheartened by the financial industry’s often opaque approach to investing and wealth management, Carl seeks to demystify the process, enlighten clients, and remove the fear and uncertainty associated with investing. Driven solely by the desire to pursue each client’s particular financial objectives, Carl strives to be creative in portfolio design to increase their probability of success.

A graduate of Bucknell University with a BA in economics and finance, Carl is active in the investment management industry. Carl has been recognized as one of the top 10 financial advisors in the country by InvestmentNews and is among the nation’s top advisors as ranked by Barron’s and Forbes/SHOOK.

He also serves on the Board of Chancellors of the Greater New York Metro Chapter of the Juvenile Diabetes Research Foundation and is a past member of the Fairfield County’s Community Foundation Professional Advisors Council. He is also a member of the Estate Planning Council of Lower Fairfield County.

When he’s not researching investments and strategy, Carl most values spending time with his wife and children, classic cars, and rescuing Potcakes, a mixed-breed dog found on several Caribbean islands. He also enjoys playing men’s hockey (his favorite position is left wing).

“I never forget that by trusting us with their wealth, people are trusting us with their future and with their peace of mind.”

Spencer Cooper is a principal of the firm and serves as RZH’s Chief Wealth Strategist. He specializes in multi-generation wealth transfer and strategy, with deep knowledge in cash flow modeling, comprehensive financial planning, estate planning and portfolio management. Spencer works closely with clients to help them navigate complex financial decisions with clarity and confidence.

Importantly, Spencer also mentors many of our clients’ children – and often grandchildren – helping them develop financial literacy and a stronger understanding of their finances so they can make thoughtful, informed decisions.

He is an active member of the Estate Planning Council of Lower Fairfield County and serves on the Board of Young Professional Advisors for Fairfield County’s Community Foundation.

Spencer has a BA in Business & Accounting from Franklin & Marshall College, plus a master’s degree in Tax from Bentley University.

Spencer enjoys spending time with his wife and three young sons. He especially enjoys playing baseball, soccer and tennis with his children and traveling together as a family.

“I approach my clients’ lives with a deep sense of responsibility, aiming to empower them, especially women, to fully embrace and enjoy their wealth, ensuring it enriches their lives with utmost happiness and fulfillment.”

Lauren is a Partner at RZH Advisors and plays a key role in delivering comprehensive wealth management solutions to individuals and families. As part of the firm’s collaborative “one-team” approach, she works closely with clients to develop and implement customized financial plans, with a focus on long-term strategy, thoughtful decision-making, and continuity across generations.  Lauren is particularly passionate about helping women gain confidence and clarity around their finances, empowering them to make informed decisions and take control of their financial future. Her empathetic approach, combined with technical expertise, allows her to build trusted relationships and provide guidance tailored to each client’s unique circumstances.

Lauren received her Certified Financial Planner® designation (CFP®) in 2014 and her Certified Divorce Analyst® designation (CDFA®) in 2024. She is also a member of the Estate Planning Council of Lower Fairfield County. She graduated from The College of Saint Rose where she earned her BA in History/Political Science and an MBA in Finance.

Outside of the office, Lauren enjoys spending time with her family and is the proud mother of two young children. She has a lifelong passion for soccer and continues to stay involved in the sport.

Brendan joined RZH Advisors in March 2022 as a Financial Advisor. Prior to RZH, Brendan worked as a wealth manager at LourdMurray, located in Beverly Hills, CA. He provided financial planning and wealth management advice, specializing in high-net-worth celebrities, professional athletes, and business owners. Brendan excels at describing complex financial topics in an easy-to-understand manner.

At RZH, Brendan works closely with Carl and Spencer to help clients pursue their financial goals through comprehensive planning and long-term investment strategy. He is particularly valued for his ability to explain sophisticated financial concepts in a clear, approachable manner, helping clients feel informed and confident in their decision-making. Brendan graduated from Georgetown University in 2010 where he double majored in Finance and Management. He earned his Certified Financial Planner designation (CFP) in 2016 and his Certified Investment Management Analyst designation in 2023.

Brendan enjoys spending time and traveling with his wife, three children, and their Golden Retriever rescue. He is also dedicated to physical fitness and is an avid rower. He competes at the Head of the Charles Regatta in Boston every year. While at Georgetown, he was captain of the rowing team and helped lead them to a bronze medal at the national championship. After college, he competed for the US at the under-23 world championship regatta. While in California, he coached the UCLA men’s rowing team for four years.

Jean Paul brings more than a decade of experience in wealth management operations, with a focus on building scalable, efficient systems that enhance both advisor productivity and client experience. As Chief Operating Officer of RZH Advisors, he leads the firm’s operational strategy, ensuring that infrastructure, technology, and processes are thoughtfully aligned to support growth while maintaining the highest standards of service.

Working closely with the Client Service team, Jean Paul is responsible for optimizing workflows, strengthening internal controls, and implementing solutions that allow the firm to serve high-net-worth individuals and families. His approach combines disciplined process management with forward-thinking technology integration—helping RZH deliver thoughtful, customized guidance to every client.

He actively collaborates with industry peers and Operations and Compliance leaders nationwide, staying at the forefront of regulatory developments, operational best practices, and emerging technologies that help enhance firm efficiency and client outcomes.

Jean Paul earned his degree in Finance from the University of Connecticut. Outside the office, he enjoys fitness, traveling, and spending time with family and friends. He is actively involved in his local Lebanese community and enjoys tackling challenges—whether in business or solving a Rubik’s Cube!

Austin Doebler joined RZH Advisors in October 2025 as our Portfolio Manager, responsible for portfolio construction, investment research, trading and ongoing portfolio management for our clients. He brings a disciplined, detail-oriented approach to investing, with a focus on aligning portfolio decisions with each client’s long-term objectives.

Prior to joining RZH, Austin served as a Senior Investment Analyst at Truist Wealth, helping manage multi-asset investment strategies for ultra-high-net-worth and institutional clients. He is a CFA® charter holder and earned a bachelor’s degree in Economics and Spanish from the University of Virginia. Born and raised in Nashville, Tennessee, Austin enjoys traveling, skiing, golf, photography, and live music. A longtime golfer, he made his first two holes-in-one at age nine.

Breanna Gabriel joined RZH Advisors in June 2020 as a Financial Associate. In her role, Breanna assists in developing and monitoring comprehensive financial plans tailored to each client’s unique goals and circumstances.

Breanna brings a strong accounting and tax background to the firm, with extensive experience in tax planning for both individuals and corporate clients. Over the course of her career, she has handled complex individual, corporate, partnership, and estate tax returns, providing valuable insight into the intricate financial situations many clients face. Her attention to detail and analytical approach make her an important resource to both clients and colleagues.

Breanna received a BA from the University of Connecticut, her Post-Baccalaureate Accounting Certificate from Fairfield University and her MBA from Southern New Hampshire University. As the daughter of a retired naval submarine captain, Breanna has grown up all over the United States but considers Connecticut as her home state. Outside of the office, Breanna enjoys spending time with her husband and daughter, along with Murphy, the family dog and unofficial firm mascot.

Jane works closely with Jean Paul in overseeing the firm’s operations, helping to ensure that RZH Advisors continues to deliver a seamless and high-touch experience for both clients and team members. She plays an integral role in supporting the day-to-day functions of the firm and maintaining the operational structure that allows the team to serve clients efficiently and thoughtfully.

Prior to RZH Advisors in 2016, Jane worked at BNY Mellon for nearly nine years, rising to the position of VP, Global Marketing. There she focused on corporate branding, quality assurance, asset management communication, and international private client services.

Born and raised on Long Island, Jane graduated from Lafayette College (Easton, PA) with a BA in Business Economics. In her spare time, Jane enjoys cheering her three children at their many sporting events, golf, and cooking.  She also enjoys traveling, spending time with family and friends, and playing mahjong.

Susan is the firm’s Client Service Manager and a key member of the client service team, helping to ensure that every aspect of the client experience at RZH Advisors is handled with care and efficiency. Susan is dedicated to assisting clients and to making sure day-to-day transactions and account documentation are taken care of in a timely manner. She takes tremendous pride in her work and greatly values the relationships she’s developed with RZH’s clients and business partners over her 20-year tenure!

A native of New York City, Susan graduated from the University of Maryland.

Outside of the office, Susan enjoys playing tennis – having been part of the same group for over 20 years – is an avid reader and animal lover. Susan also enjoys going to museums, loves spending time with her son and friends.

Candice Fallon joined RZH in December 2019 as a Client Services Associate, working closely with Susan and Ivy to ensure that our clients receive the attention they need. Her number one priority is making sure our clients come first.

Candice plays an integral role in client service and operations, assisting with account administration, meeting preparation, and ongoing client communication. Candice is known for her responsiveness, attention to detail, and commitment to ensuring that every client interaction reflects the firm’s high standard of care.

Candice grew up in New Jersey and moved to Connecticut in 1999 where she now lives with her family. Outside of the office, Candice enjoys spending time with her family and friends and loves baking – especially making banana bread and homemade jam to share with those around her.

Ivy Alexander joined us in July 2024 as a Client Services Associate. She is an accomplished professional with over a decade of experience in operations and client service management. She excels in providing exemplary customer support, resolving operational issues, and ensuring compliance.

Her ability to adapt and solve problems quickly, paired with her keen attention to detail, has been instrumental in her success. Ivy is known for building strong client relationships and her collaborative approach with Susan and Candice helps to ensure outstanding client service.

Beyond her professional life, Ivy enjoys spending quality time with her children and exploring new cultures through travel. Having grown up in Hartford and spending the last 20 years in Baltimore, MD, Ivy values both family and personal growth, constantly seeking new challenges to further her career and life experiences.