sochacapital.com Employee Directory

sochacapital.com corporate office is located in Austin, Texas, United States and has 11-50 employees.

Employees by Department

Departments

Number of employees

Finance

Sales

Human Resources

Operations

C-Suite

Marketing

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sochacapital.com CEO

Jeffrey SochaChief Executive Officer

Phone

See Profile

Key Employees of sochacapital.com

Mark Wheelis
Chief Financial Officer
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sochacapital.com Global Presence

Location	People at location
North America	11-50

Index of contact profiles from sochacapital.com

Hundreds of professionals searching for sochacapital.com have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

MC
Michael Callahan
Email Direct
Senior Associate
United States , Texas , Austin

CS
Craig Slaubaugh
Email Direct
Family Office Financial Planner
United States , Texas , Austin

CW
Clayton Westover
Email Direct
Senior Advisor
United States , Texas , Austin

KL
Kacey Lang
Email Direct
Client Services Coordinator
United States , Texas , Austin

BR
Brendan Ryan
Email Direct
Talent Acquisition
United States , Texas , Austin

Jeffrey Socha
Email Direct
Chief Executive Officer
United States , Texas , Austin

MH
Matthew Hiller
Email Direct
Lead Planner
United States , Texas , Austin

JP
Jonathan Pasqua
Email Direct
Financial Planner
United States , Texas , Austin

MW
Megan Webster
Email Direct
Operations
United States , Texas , Austin

IB
Isabelle Beal
Email Direct
Financial Associate & Planner
United States , Texas , Austin

Mark Wheelis
Email Direct
Chief Financial Officer
United States , Texas , Austin

AV
Andrew Vinciguerra
Email Direct
Senior Financial Planner
United States , Texas , Austin

WL
Wesley Leftwich
Email Direct
Senior Family Office Manager
United States , Texas , Austin

JM
Joshua Mumper
Email Direct
Financial Senior Associate & Planner
United States , Texas , Austin

DV
Dylan Veatch
Email Direct
Financial Associate & Planner
United States , Texas , Austin

SE
Sherif El-Azzazi
Email Direct
Financial Associate & Planner
United States , Texas , Austin

AD
Audrey Doubek
Email Direct
Client Services Coordinator
United States , Texas , Austin

SL
Stephanie Lawrence
Email Direct
Client Service Director, Operations
United States , Texas , Austin

LM
Laura Morris
Email Direct
Head of Talent
United States , Texas , Austin

MH
Michael Harris
Email Direct
Financial Planner
United States , Texas , Austin

Former Employees at sochacapital.com

Explore people who held key positions, contributed to sochacapital.com's success, and advanced their careers.

ZB
Zoe Bender
Wealth Advisor at Conway Wealth Group
Worked as Financial Planner
at sochacapital.com
Email Direct
AH
Anna Hartmann
Certified Health Coach at Institute for Integrat...
Worked as Operations
at sochacapital.com (2025-2026)
Email Direct

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Frequently Asked Questions Regarding sochacapital.com Employees

How many employees does sochacapital.com have?

sochacapital.com has 11-50 employees

Who is the CEO of sochacapital.com?

sochacapital.com’s CEO is Jeffrey Socha

Who is the CFO of sochacapital.com?

sochacapital.com’s CFO is Mark Wheelis

Who are sochacapital.com key employees?

Some of sochacapital.com key employees are Mark Wheelis

Where is sochacapital.com located?

sochacapital.com’s headquarters are located at Austin, Texas, United States

How do I contact sochacapital.com?

sochacapital.com Contact Info: Website: www.sochacapital.com

What does sochacapital.com do?

Socha Capital specializes in family office services focused on tax-efficient wealth management for high-net-worth individuals and families, particularly entrepreneurs and ultra-high-net-worth clients. Their comprehensive offerings include investment management, risk management, advanced tax planning, cash flow planning, and legal planning, all tail... Read More

Is sochacapital.com a public company?

sochacapital.com is private company therefore does not currently have an official ticker symbol

See more information about sochacapital.com Employees