"America's Top Financial Advisors"
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Senior Managing Director & CIO of Washington, DC-based boutique wealth & money management firm Quantum Financial Advisors, Inc. with an exceptional 15-year track record; ...
Senior Managing Director & CIO of Washington, DC-based boutique wealth & money management firm Quantum Financial Advisors, Inc. with an exceptional 15-year track record;
30 years of capital markets and asset management experience;
Clients are pension plans, endowment funds, non-profits, SMBs, and high net worth individuals;
Recognized in America's Top Financial Advisors for 2012 by financial publisher Conquest Press;
Presents to CFOs and CIOs of small-to-medium-sized pension plans and endowment funds at events across the country;
Teaches finance courses on portfolio risk management at the University of Maryland’s Smith School of Business;
Gives back to the community by offering free lunch & learn educational seminars across the country;
Featured in Reuters, Yahoo News:
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