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In Washingtonian Magazine

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Joseph Rinaldi is Senior Managing Director & CIO of Washington, DC-based boutique wealth & money management firm Quantum Financial Advisors, Inc. with an exceptional 15-year track record; …

Joseph Rinaldi is 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:
>> http://voices.yahoo.com/is-2012s-bleak-outlook-ruining-retirement-investing-11662340.html?cat=3
>> http://news.yahoo.com/joseph-rinaldi-quantum-financial-advisors-inc-recognized-among-080409986.html
>> http://news.yahoo.com/wake-continued-bleak-global-economic-outlook-quantum-financial-070814703.html
>> http://www.reuters.com/article/2011/11/15/us-usa-deficit-students-idUSTRE7AE1M920111115

Published in: Economy & Finance
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  • 1. QUANTUM FINANCIAL ADVISORS, INC.Joseph Rinaldi, Senior Managing Director & CIO Quantum Financial Advisors (QFA) is a boutique financial services firm with an exceptional fifteen-year track record. Our customized programs are designed to grow, protect and preserve clients’ wealth by delivering an unprecedented level of personalized service and expertise. The cornerstone of our investment strategy is asset allocation, sector rotation, and utilizing portfolio insurance to protect principal and generate extra income. Our strategies are ideal for the everyday investor, especially during these challenging economic times, and are sought-after as a potential solution for reducing negative funding gaps that plague Rear, left to right: Steven Nunez, Jonathan Szakelyhidi many states’ pension plans. Front, left to right: Joseph F. Rinaldi, Matya Magnezi, Juan J. Lulli Senior Managing Director and CIOJoseph Rinaldi leads the firm with thirty years of capital markets and asset management experience. Mr. Rinaldi is recognized in America s TopFinancial Advisors for 2012 by Conquest Press. He gives back to the community by teaching finance at the University of Maryland’s Robert H.Smith School of Business. In addition, QFA offers free lunch & learn educational seminars across the country.The firm’s stable of clients include, pension plans, endowment funds, non-profits, small-to-medium size corporations, and high net worthindividuals. QFA and Mr. Rinaldi are featured in Reuters, Yahoo News, America’s Top Financial Advisors 2012, and University of Maryland’sSmith School of Business “Smith in the News.” Feel free to contact Joseph Rinaldi for a complimentary financial check-up of your investmentportfolio, pension plan, or business accounts: 202-955-9201 or JRinaldi@QFAinc.com.1633 Q St. NW, Suite 230, Washington, DC 20009T: 202-955-9201 • F: 202-955-9204www.QFAinc.com • jrinaldi@qfainc.com

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