Quantum Leap Capital, LLC

Deirdre Keenan is a financial advisor at Quantum Leap Capital, LLC with two years of industry experience. She holds a Series 65 designation and has prior work experience in hospitality and education sectors. Quantum Leap Capital provides investment advisory and planning services to individuals, high-net-worth clients, trusts, and estates. The firm constructs customized, generally long-term portfolios using low-cost mutual funds and ETFs, and offers both discretionary and non-discretionary services.

Alison Davis is a financial advisor at Quantum Leap Capital, LLC with seven years of industry experience. She holds a Series 65 designation and previously worked for Mount Family Group Ltd. dba Westaff Workforce Solutions for thirteen years. In addition to her advisory role, she provides fixed and variable insurance policies to clients on a limited basis. Quantum Leap Capital offers investment advisory and planning services to individuals, high-net-worth clients, trusts, and estates, managing customized portfolios primarily with low-cost mutual funds and ETFs. The firm also advises a private fund and sponsors a wrap fee program, operating with a small team while managing over $113 million in assets.

William Walsh is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Quantum Leap Capital, LLC since 2013. He holds Series 63 and Series 65 licenses and operates out of South Burlington, Vermont. Outside of his advisory role, Walsh works as an independent insurance agent and is involved in real estate referral activities. Quantum Leap Capital provides investment advisory and planning services to individuals, high-net-worth clients, trusts, and estates. The firm offers customized, generally long-term portfolios using low-cost mutual funds and ETFs, and provides both discretionary and non-discretionary management alongside financial and business planning.