At RZH Advisors, our team members have individual areas of expertise, are classically trained in different specialties, and are responsible for various components of our wealth management experience. We collaborate closely on all aspects of a client’s plan and portfolio.
This allows for differing perspectives and ideas as well as collective knowledge and skills. The seamless manner in which our principals and team members collaborate and the extent to which they coordinate their efforts helps our clients meet their goals and is an important way in which RZH Advisors stands apart as a wealth manager.
“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 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. He also serves on the Board of Chancellors of the Fairfield County Chapter of the Juvenile Diabetes Research Foundation, and is on the Professional Advisory Council of Fairfield County’s Community Foundation. Carl also actively supports Al’s Angels, an organization devoted to helping seriously ill children.
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 our Chief Wealth Strategist, focusing on investment manager selection, portfolio allocation, cash flow, financial planning, and estate-related coordination.
Importantly, Spencer also mentors many of our clients’ children (and even grandchildren), guiding them on financial matters and helping them develop a better understanding of their finances so they can make informed decisions.
Spencer has a BA in Business & Accounting from Franklin & Marshall College, plus a Master’s Degree in Tax from Bentley University. 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 delights in spending time with his wife and three young sons, with whom he enjoys playing baseball, soccer, and tennis. He also enjoys taking trips with his family.
Lauren joined RZH Advisors in December 2020 as a Senior Financial Advisor. Prior to RZH, Lauren spent 10 years at Ayco/Goldman Sachs delivering strategic wealth management advice to high-net-worth clients. Lauren was a vice president in the Goldman Sachs Family Office where she was directly responsible for helping the company’s most senior partners manage their financial affairs. Lauren has extensive experience in all areas of financial planning including taxes, estate planning, wealth transfer, investment management and retirement planning. She loves connecting with her clients and is always there to help make those important life decisions. She works closely with Dana, Carl and Spencer in developing comprehensive financial plans for our clients.
Lauren received her Certified Financial Planner designation (CFP) in 2014. She graduated from The College of Saint Rose where she earned her BA in History/Political Science and an MBA in Finance.
An accomplished lifelong soccer player, Lauren was the goalie for Saint Rose and achieved Scholar All-American honors, she also coached the team to their first National Championship. She was inducted into the Saint Rose Hall of Fame and serves on the Golden Knights Advisor Council.
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. He works closely with Carl and Spencer to help our clients achieve their goals through comprehensive financial planning.
Brendan graduated from Georgetown University in 2010 where he double majored in Finance and Management. In 2016, he earned his Certified Financial Planner designation (CFP). Brendan enjoys spending time and traveling with his wife, daughter, 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.
“Many of our clients, especially women, need an emotional ally—someone who makes it acceptable to enjoy their wealth. I love being that person.”
A founding principal of RZH Advisors, Dana created the comprehensive and unique process we still use today to develop each client’s customized financial plan. One of our key objectives at RZH Advisors is to completely mesh each client’s wealth with the manner in which they chose to live. Dana was at the heart of developing this concept and crafting RZH’s unique process to deliver a differentiated wealth management experience.
Transitioning away from daily management and client service in early 2023, Dana continues to support RZH in a consultative capacity, sharing her guiding principles with our future generation of advisors.
With a little more time on her hands, Dana practices yoga, reads books on spiritual and metaphysical matters, and enjoys walking for exercise. She takes great pleasure in mentoring young women and, having minored in Art, enjoys traveling the world immersing herself in a country’s art, culture, and history. Dana’s most favorite and cherished activity is spending time with her family and friends.
Jean Paul Atallah joined RZH in June 2022 as our Chief Operating Officer and Chief Compliance Officer. He brings more than 10 years of experience optimizing operations for similar firms within the industry. Jean Paul brings a fresh perspective to RZH’s operational side of the business, ensuring that all of our systems, resources, and people are working efficiently to benefit our clients.
Prior to joining RZH, Jean Paul spent 10 years at GYL Financial Synergies, most recently as its Chief Compliance Officer and Operations Manager. His role has provided the knowledge needed to streamline internal processes, which will benefit RZH as we continue to adapt to an ever-changing industry landscape. His experience and skillset provide our team with the tools needed to continue delivering superior client service.
Jean Paul graduated from the University of Connecticut with a degree in finance. He spends his free time working out, spending time with friends and family and traveling. He is also incredibly involved in his local Lebanese community. Bet you would never guess that less than 5.8% of the world population can solve the Rubik’s Cube and Jean Paul is one of them!
In 2016, RZH Advisors became an even more efficiently run business when Jane Michener joined as Director of Operations. In that role, she helps lead the company’s business operations, technology, marketing, and communications.
Prior to RZH Advisors, 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. She is married with three delightful and energetic young children. In her spare time, Jane enjoys cheering at their many sporting events, running, golf, and cooking. She also volunteers for many school events and at the local library.
Breanna Gabriel joined RZH Advisors as a Financial Associate in June 2020. In her role, she is collaborating with the RZH team to help empower our clients as they enjoy their wealth confidently. Breanna works with Dana and Spencer to construct client plans and monitor them on an ongoing basis. Her attention to detail and tax expertise helps her navigate our client’s intricate financial situations.
As an accountant, she has experience providing tax planning for both individuals and corporate clients. She has over eight years of experience handling complex individual, corporate, partnership and estate tax returns.
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. She loves acrylic abstract painting, traveling and attending concerts.
Alexander Lazieh, better known as Zander, joined RZH Advisors in August 2021 as a trader. He works in tandem with Carl and Spencer to supervise and manage our investment portfolios. He has a terrific work ethic and makes it his goal to learn something new each day. Zander takes great pride in his work and approaches each day dedicated to making our client experience as good as it can be.
Prior to joining RZH, Zander worked for a similar investment advisor in Rhode Island. He has significant experience monitoring, re-balancing, and trading client accounts. Don’t let his quiet personality fool you, he is quite the student of the markets and is extremely detail-oriented.
Zander grew up in North Providence, RI, and loves to spend time outdoors hiking, fishing and hunting. In his spare time, he is also an avid reader, mostly investment or economic related of course. He earned his bachelor’s degree from Salve Regina University.
Every company has that “go-to” person who can always be relied on when something must get done. At RZH Advisors, that person is Susan Ecker. As the firm’s Client Services Manager, she’s the primary contact for all our clients and handles any and all servicing matters regarding their RZH experience.
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.
A native of New York City, Susan graduated from the University of Maryland. She enjoys a spirited game of tennis (she’s played with the same group for 18 years) and is an avid reader and animal lover. Susan also enjoys going to museums, loves spending time with her son and friends, and volunteers at a local nursing home.
Candice Fallon joined RZH in December 2019 as a Client Services Associate. Candice is super-organized and can multitask like the best of them, and always with a smile. As a Client Services Associate, she works closely with Susan to ensure that our clients receive the attention they need. Her number one priority is making sure our clients come first.
Formerly, Candice was a Trust Administrator at Union Savings Bank. She loves working with clients and helping them navigate the administrative aspects of their everyday finances. Candice is a true team player, offering to help whenever needed.
Candice grew up in New Jersey and moved to Connecticut in 1999 where she now lives with her family. She loves to support her children in their many activities. She also volunteers within her community, consistently serving on the chairing committee for Relay for Life. With her spare time, she loves to be outdoors with her family and friends. Best of all, Candice is well-known for her delicious banana bread, both with and without chocolate chips!
Rita is the newest member of the RZH team, joining us in March 2023. With more than ten years of financial services and banking experience, Rita is responsible for supporting the RZH Partners and financial advisors by coordinating the needs of our clients.
Prior to joining RZH, Rita was a client service associate at Union Savings Bank and Newtown Savings Bank. Her best trait is her ability to connect with people; she looks forward to building lasting relationships with our clients. She is detail-oriented and will assist Susan and Candice with various client servicing needs.
Rita is a Connecticut native, growing up in Danbury. In her spare time, she loves spending time outdoors with her two children and enjoys going to the beach, hiking, gardening, and practicing yoga.
Want to know what the 3- and 4-letter designations after the names of our principals mean?
Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if RZH Advisors is engaged, or continues to be engaged, to provide investment advisory services.