Quent Capital, LLC

Robert Ostrower is a financial advisor at Quent Capital, LLC in New York, NY, holding a Series 65 designation with two years of industry experience. His prior work includes roles at American Express, Sony Corporation of America, and Wheels Up. Quent Capital is an independent SEC-registered adviser managing approximately $1.6 billion in discretionary assets for individual and high-net-worth clients, as well as investors in a private pooled vehicle. The firm employs a combination of fundamental research, quantitative methods, and portfolio-level asset allocation, offering strategies that include the use of derivatives and hedging as part of its global long/short small-cap investment approach.

Qihang Yao is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has worked at several firms, including Wall Street Alliance Group and Securities America, Inc. Yao is also employed by JPMorgan Chase Bank, where he can offer bank products and services. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with multiple market-facing registrations, offering both advisory and brokerage capabilities.

Robert Sollazzo is a CFA® charterholder and holds a Series 65 license with four years of industry experience. He is currently with Quent Capital, LLC and has previously worked at Cerity Partners LLC, SVB Wealth LLC, Boston Private Wealth LLC, and KLS Professional Advisors Group, LLC. Before entering the financial advisory field, he was employed at Hamilton College for four years. Quent Capital is an independent SEC-registered adviser managing approximately $1.6 billion in discretionary assets, serving individual and high-net-worth clients as well as investors in a private pooled vehicle. The firm employs a combination of fundamental research, quantitative methods, and portfolio-level asset allocation, utilizing ETFs, mutual funds, individual equities, and derivatives within its strategies.

Benjamin Shapiro is a CFA charterholder with experience at Quent Capital, LLC since 2025. He previously worked at Basswood Capital Management, LLC from 2019 to 2025, as well as at Hedgeserv and Morgan Stanley Capital Group Inc. His career in the financial industry spans several roles across investment management firms. Quent Capital is an independent SEC-registered adviser managing approximately $1.6 billion in discretionary assets, serving individual and high-net-worth clients along with investors in a private pooled vehicle. The firm employs a combination of fundamental research, quantitative methods, and portfolio-level asset allocation, offering discretionary portfolio management and financial planning services.

Michael Payan is a financial advisor at Quent Capital, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Wilmington Trust and People's United Advisors. Quent Capital is an independent SEC-registered adviser managing approximately $1.6 billion in discretionary assets for individual and high-net-worth clients, as well as investors in a private pooled vehicle. The firm employs a combination of fundamental research, quantitative methods, and portfolio-level asset allocation, offering strategies that include the use of derivatives, hedging, and tax-loss harvesting.

Keri Primack is a CFP® with 27 years of industry experience, currently serving at Quent Capital, LLC since 2022. Her prior roles include positions at People's United Advisors, People's Securities, Inc., Gerstein Fisher, and Gfa Securities, LLC. She is also an independent insurance agent, a role she has held since 1996. Quent Capital is an independent SEC-registered advisory firm managing approximately $1.6 billion in discretionary assets for individual and high-net-worth clients, as well as investors in a private pooled vehicle. The firm combines fundamental research, quantitative methods, and portfolio-level asset allocation, employing strategies such as hedging, derivatives, and tax-loss harvesting across separate accounts and its affiliated global long/short small-cap fund.

William Jollie is a financial advisor at Quent Capital, LLC with 23 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including People's United Advisors, People's Securities, and Gerstein Fisher & Associates. Quent Capital is an independent SEC-registered adviser managing approximately $1.6 billion in discretionary assets for individual and high-net-worth clients, as well as investors in a private pooled vehicle. The firm employs a combination of fundamental research, quantitative methods, and portfolio-level asset allocation, offering strategies that include ETFs, mutual funds, bonds, individual equities, and a global long/short small-cap fund.

Joshua Seward is a CFA® charterholder with five years of industry experience. He has worked at Quent Capital, LLC since 2018, following roles at Deloitte LLP and the Financial Accounting Standards Board. Seward is based in New York, NY. Quent Capital is an independent SEC-registered adviser managing approximately $1.6 billion in discretionary assets for individual and high-net-worth clients, as well as investors in a private pooled vehicle. The firm employs a blend of fundamental research, quantitative methods, and portfolio-level asset allocation, offering strategies that include global long/short small-cap funds, ETFs, mutual funds, and individual equities.

Katia Del Muro Suarez is a financial advisor with Quent Capital, LLC, holding a Series 65 designation and based in New York, NY. She has worked at Quent Capital since 2023 and has prior experience at MSCI Inc and InverCap Afore. Quent Capital is an independent SEC-registered adviser managing approximately $1.6 billion in discretionary assets for individual and high-net-worth clients, as well as investors in a private pooled vehicle. The firm employs a combination of fundamental research, quantitative methods, and portfolio-level asset allocation, offering discretionary portfolio management and consulting services with strategies that include derivatives, hedging, and tax-loss harvesting.

Gregg Fisher is a CFP® and CFA® with 32 years of industry experience. He is the founder and portfolio manager at Quent Capital, LLC, where he has worked since 2020. Fisher also owns Gerstein Tax Services, LLC, a tax-preparation and consulting business, which he has operated since 2019. His prior work experience includes roles at American Elm Distribution Partners, American Portfolios Financial Service, and several entities affiliated with Gerstein Fisher. Quent Capital is an independent SEC-registered adviser managing approximately $1.6 billion in discretionary assets. The firm serves individual and high-net-worth clients as well as investors in a private pooled vehicle and employs a combination of fundamental research, quantitative methods, and portfolio-level asset allocation in its investment approach.