Advisors at this firm
Thomas H
Series 65
Center Valley, PA
Quadrant Private Wealth Management, LLC
Thomas Hanvey is a financial advisor at Quadrant Private Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Saucon Valley Country Club. Outside of advising, he is involved with DUBCMEDIA, LLC, a social media marketing company. Quadrant Private Wealth Management provides financial planning, consulting, and discretionary investment management to individuals, families, trusts, estates, corporations, and retirement plans. The firm employs a top-down approach combining fundamental and technical analysis with an emphasis on risk management, tailoring portfolios to clients’ risk tolerances and time horizons.
Francis L
Series 63, Series 65
Center Valley, PA
Quadrant Private Wealth Management, LLC
Francis Lawler is a financial advisor at Quadrant Private Wealth Management, LLC with eight years of industry experience. He has been with Quadrant since 2017 and previously worked at Preferred Sands from 2012 to 2016. Lawler holds Series 63 and Series 65 licenses. Quadrant Private Wealth Management provides financial planning, consulting, and discretionary investment management to individuals, families, trusts, estates, corporations, and retirement plans. The firm uses a top-down approach that combines fundamental and technical analysis with an emphasis on risk management, tailoring portfolios to clients’ risk tolerances and time horizons.
Herman R
Series 63, Series 65
Center Valley, PA
Quadrant Private Wealth Management, LLC
Herman Rij is a financial advisor with Quadrant Private Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 56 years of industry experience. He has been with Quadrant since 2014 and previously worked at Purshe Kaplan Sterling Investments, Inc. for ten years. Outside of his advisory role, he serves on the advisory board for the Diocese of Allentown and is a board member of Friends of the Bethlehem Mounted Police. Quadrant Private Wealth Management provides financial planning, consulting, and discretionary investment management to a range of clients including individuals, families, trusts, estates, corporations, and retirement plans. The firm employs a top-down investment approach emphasizing risk management and utilizes proprietary strategies, external managers, and alternative investments tailored to client risk tolerances and time horizons.
Conor Z
CFP®, Series 63, Series 65
Center Valley, PA
Quadrant Private Wealth Management, LLC
Conor Zellner is a CFP® professional with three years of industry experience, currently serving at Quadrant Private Wealth Management, LLC. His prior work experience includes roles at Choice Logistics, M2 Strategy, and The Vanguard Group, Inc. Quadrant Private Wealth Management provides financial planning, consulting, and discretionary investment management to individuals, families, trusts, estates, corporations, and retirement plans. The firm uses a top-down approach combining fundamental and technical analysis with an emphasis on risk management, tailoring portfolios to clients’ risk tolerances and time horizons.
Mark C
CFP®
Center Valley, PA
Quadrant Private Wealth Management, LLC
Mark Cecchini is a CFP® professional with six years of experience in financial advising. He currently works at Quadrant Private Wealth Management, LLC and has previously held roles at firms including Compound Planning, Rockwood Wealth Management, Catalyst Wealth Advisors, Facet Wealth, Aspiriant LLC, and Sullivan, Bruyette, Speros & Blayney, LLC. Outside of his advisory work, he serves as an adjunct instructor at UCLA Extension’s Personal Financial Planning Program, where he teaches and develops course content. Quadrant Private Wealth Management provides financial planning, consulting, and discretionary investment management to individuals, families, trusts, estates, corporations, and retirement plans. The firm employs a top-down investment approach emphasizing risk management, tailoring portfolios to client risk tolerances and time horizons, and incorporates proprietary strategies alongside external managers and alternative investments.
Brian C
CFP®, ChFC®, Series 63, Series 65
Center Valley, PA
Quadrant Private Wealth Management, LLC
Brian Cort is a financial advisor at Quadrant Private Wealth Management, LLC with 25 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Quadrant since 2015, as well as at Purshe Kaplan Sterling Investments, Inc. since 2014. Quadrant Private Wealth Management provides financial planning, consulting, and discretionary investment management to individuals, families, trusts, estates, corporations, and retirement plans. The firm employs a top-down approach combining fundamental and technical analysis with an emphasis on risk management and offers a range of planning services including tax, estate, insurance, and cash-flow planning.
David D
Series 63, Series 65
Sarasota, FL
Quadrant Private Wealth Management, LLC
David Decker Jr. is a financial advisor with Quadrant Private Wealth Management, LLC in Sarasota, FL, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. His prior roles include positions at Merrill and Bank of America, N.A. He is also involved in insurance planning through a fixed insurance activity. Quadrant Private Wealth Management provides financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, families, trusts, estates, corporations, and retirement plans, employing a top-down investment approach with an emphasis on risk management.
Kori L
Series 66
Center Valley, PA
Quadrant Private Wealth Management, LLC
Kori Lannon is a financial advisor at Quadrant Private Wealth Management, LLC with 18 years of industry experience. She holds the Series 66 designation and has worked at Quadrant since 2015, as well as at Purshe Kaplan Sterling Investments, Inc. since 2014. Quadrant Private Wealth Management provides financial planning, consulting, and discretionary investment management to individuals, families, trusts, estates, corporations, and retirement plans. The firm employs a top-down investment approach combining fundamental and technical analysis with an emphasis on risk management, tailoring portfolios to clients’ risk tolerances and time horizons.
Paul F
CFP®, Series 66
Center Valley, PA
Quadrant Private Wealth Management, LLC
Paul Francis is a CFP® and Series 66-licensed advisor with 12 years of industry experience. He has worked at Quadrant Private Wealth Management since 2020, following roles at Purshe Kaplan Sterling Investments, Bank of America, and Merrill. Quadrant Private Wealth Management provides financial planning, consulting, and discretionary investment management to individuals, families, trusts, estates, corporations, and retirement plans. The firm uses a top-down investment approach combining fundamental and technical analysis with an emphasis on risk management, tailoring portfolios to client risk tolerances and time horizons.
Scott K
Series 65
Center Valley, PA
Quadrant Private Wealth Management, LLC
Scott Kuna is a financial advisor at Quadrant Private Wealth Management, LLC with one year of industry experience. He holds the Series 65 designation and previously worked as a freelancer and at Saucon Valley Country Club. Quadrant Private Wealth Management provides financial planning, consulting, and discretionary investment management to individuals, families, trusts, estates, corporations, and retirement plans. The firm uses a top-down investment approach combining fundamental and technical analysis with an emphasis on risk management, tailoring portfolios to clients’ risk tolerances and time horizons.
Jason C
Series 63, Series 65
Center Valley, PA
Quadrant Private Wealth Management, LLC
Jason Cort is a financial advisor with Quadrant Private Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Quadrant since 2014 and also maintains a role with Purshe Kaplan Sterling Investments. Quadrant Private Wealth Management provides financial planning, consulting, and discretionary investment management to individuals, families, trusts, estates, corporations, and retirement plans. The firm employs a top-down approach combining fundamental and technical analysis with an emphasis on risk management, tailoring portfolios to client risk tolerances and time horizons.
Jonathan M
Series 65, Series 66
Bethlehem, PA
Quadrant Private Wealth Management, LLC
Jonathan Mack is a financial advisor with Quadrant Private Wealth Management, LLC, holding Series 65 and Series 66 licenses and having 17 years of industry experience. He has been with Quadrant since 2014. Outside of his advisory role, he serves as a basketball official referee. Quadrant Private Wealth Management provides financial planning, consulting, and investment management services to individuals, families, trusts, estates, corporations, and retirement plans, utilizing a top-down investment approach that emphasizes risk management and portfolio customization.