Frustrated by the lack of accessible, high-quality financial education and advice, Zenith Wealth Partners was founded as an independent, fee-only, fiduciary investment management and financial planning firm. We create custom financial solutions for clients of all backgrounds. Zenith works with its clients to make smart financial decisions while fostering an optimal client experience.
Paired with our focus on clients is our desire to create an inclusive platform from which high-performing advisors can scale their own reach and impact. By strengthening the industry’s talent pipeline and creating a home for advisors who have been historically discriminated against, we believe we can have a positive ripple effect for decades to come.
We are a 100% minority-owned business on a mission to eliminate systemic wealth inequality by delivering accessible, objective advice that creates financial success for our clients.
We pride ourselves on having the best, diverse team of Financial Planners and Wealth Management professionals. Learn more about each team member by clicking on their picture below.
Our company is growing and we are invested in bringing on new talent that can help us reach our company goals and provide expert service to our client base. If you are interested in working at Zenith Wealth Partners, check out our careers page to see our job openings.
Jason founded Zenith Solutions to deliver accessible, high quality financial education and advice to individuals and institutions. His work is inspired by racial and age wealth inequality that exists in society.
Prior to founding Zenith, Jason helped renovate a longstanding independent wealth advisory firm, Carnegie Wealth Management, by building new technology, private placement structures, and research capabilities. He delivered investment advice and financial plans to families with a net worth upwards of $10M. Earlier in his career, Jason also gained extensive experience evaluating and creating solutions for financial advisors at Lincoln Financial and FS Investments.
Jason grew up in Michigan and holds a Bachelor of Science degree in Politics from Princeton University. At Princeton, Jason was an all-conference football player and league champion. Outside of Zenith, Jason serves on the boards of the Vetri Foundationand Cannon Dial Elm Foundation. He currently lives in Philadelphia with his wife Rukiya, daughter Juniper and dog Coco.
When you meet with Jason, make sure to ask him about his favorite places downtown to run, bike, and read in the park.
Chelsea Ransom-Cooper joined Zenith in 2020 and is the head of Wealth Management and Financial Planning. Prior to joining Zenith, Chelsea spent several years as a financial planner serving families with investment portfolios upwards of $2 million dollars. While working in an industry traditionally gate kept for wealthy retirees, Chelsea realized that she could help more diverse clientele make life-changing financial decisions before they reached retirement.
At Zenith, Chelsea guides clients through their financial life by discussing the “why” behind each of their financial goals. She recognizes financial planning is a marathon, not a sprint, and through on-going relationships with her clients, she strategically develops financial plans that fit their present and future lifestyles.
Chelsea graduated from Syracuse University with a Bachelor of Science degree in Finance. She obtained her CFP from New York University (NYU). In addition, Chelsea was recognized as the Association of African American Financial Advisors (Quad A) 50 Under 50 financial professional. She sits on the Young Whitman Advisory Council for the Whitman School of Management at Syracuse University.
When you meet with Chelsea, make sure to ask her about her frequent trips to Trinidad and her love for traveling
Partheev Shah joined Zenith in 2022 and oversees the Finance, Administration and Operations functions. Zenith represents a beautiful intersection of Partheev’s interest in supporting economic mobility for those who have been systematically oppressed and building a thriving enterprise centered on a strong mission.
Prior to joining Zenith, Partheev spent 15+ years scaling data-driven solutions as an investor and operator. He specializes in supporting early-stage ventures with strategic planning, redesigning business models, new product launches, and talent management. Partheev started his career as a management consultant, advising higher education and healthcare institutions on a broad range of operational improvement and strategic planning opportunities.
Partheev earned his bachelor’s degree in business administration from the University of Michigan’s Stephen M. Ross School of Business. He serves on the Board of Directors for the Haverford Education Foundation where he also lives with his wife, Allison, and two young sons.
When you meet with Partheev, make sure to ask him about his latest round of golf and coaching his son’s soccer team.
Alli Masoero joined Zenith in 2022 as a Lead Financial Planner. Prior to joining Zenith, Alli spent several years as a financial planner serving high net worth clients typically at or near retirement age. Through that experience she mastered her craft and saw tremendous opportunity to disrupt and improve industry-wide practices that have been stuck in the past.
At Zenith, her job is to provide a safe space for clients to feel secure about their financial wellbeing. She coaches them through their worries as well as providing a plan for their financial independence. She implements psychology into her practice as she knows every client is different. She believes it is her job to identify and cater her style to their needs.
Alli is focused on bringing her skills learned while working with high net worth clients to the underserved clientele.
Alli earned her Bachelor of Science degree in Finance from Virginia Tech, which has a nationally renowned financial planning program. She passed her CFP® exam shortly thereafter and has been advising clients ever since. She serves on the board of the local Philadelphia Financial Planning Association to inspire young diverse students to join the industry.
She currently resides in Philadelphia with her fiance, Brad. When you meet with Alli, make sure to ask her about the Adirondacks, where she discovered her love for camping and hiking (and somehow survives without electricity or cell service!).
Lucas Vining, Zenith’s investment analyst, aids in securities research, due diligence and internal operations. He joined the Zenith team because he found a genuine passion for Zenith’s mission to make capital and other financial resources more accessible to underrepresented people.
While receiving a Bachelor of Science degree from George Washington University, Lucas founded and led a venture-backed biotechnology startup, Ichosia Biotechnology. In this role, Lucas met with dozens of VCs and became deeply familiar with the investing process and mindset. He also learned how to evaluate VC fit with his own company, considering factors including investment thesis alignment and cultural fit.
Lucas continued building his passion for entrepreneurship, expanding his belief in impact capital, by founding a nonprofit organization in Cambodia (where he was born), that sought to alleviate poverty for Cambodian farmers through the implementation of agricultural technologies. He then turned to the investment side, working at a southeast asian venture capital firm, Golden Gate Ventures, generated leads for prospective LPs and supported due diligence efforts in numerous tech, fintech, and SaaS startups.
Lucas is newly moved into the greater-Boston area, living with his girlfriend, Calista, and their new puppy, Keiko. In addition to keeping up with the latest tech and market news, Lucas is an avid runner and chess-player.