Quantum Financial Advisors
We create individualized wealth strategies by combining expert collaborative guidance with innovative technology. We take pride in providing simple and elegant solutions to life's complex problems, thereby alleviating financial stress so that our clients spend more time doing what they love most.
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Verified contacts
14
available on Kipplo
LinkedIn employees
15
11 to 50 range
Open roles
—
no listings
Distinct roles
12
indexed titles
Tech stack
1
tools in use
Monthly traffic
42
organic / mo
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Decision-makers and verified team members
14 contacts with verified email or phone · masked until revealed.
- RB
Ryan Balderian
Partner and Director of Investments and Trading · Other
EmailPhone - DG
Darius Gagne
Partner and Chief Investment Officer · Finance & Accounting
EmailPhone - DD
David Dewolf
Chief Financial Officer, Advisor and Partner · Finance & Accounting
EmailPhone - JE
John Eing
Chief Strategy Officer & Partner · Other
EmailPhone - BG
Beth Greulich
Financial Advisor and Partner · Finance & Accounting
EmailPhone - TS
Tracy S.
Client Experience Director · Customer/Client Service
EmailPhone - JA
Joyce Ann Mann
VP Southeast Operations · Operations
EmailPhone - HL
Howard Lodge
Alternative Asset Specialist · Finance & Accounting
EmailPhone - MH
Matt Higgins
Financial Advisor · Finance & Accounting
EmailPhone
Showing 9 of 14 verified contacts
Top roles at Quantum Financial Advisors
12 distinct titles indexed · top 10 shown.
- 3financial advisor
- 1alternative asset specialist
- 1ceo, partner, financial advisor
- 1chief financial officer, advisor and partner
- 1chief strategy officer & partner
- 1client experience director
- 1financial advisor and partner
- 1partner and chief investment officer
- 1partner and director of investments and trading
- 1sr client experience associate
- +2more titles
Sign up to unlock all 14 contacts at Quantum Financial Advisors
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 14 verified contacts at Quantum Financial Advisors
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