Quorus Inc.

Kyle Birmingham is a CFA® charterholder with eight years of industry experience. He is currently an advisor at Quorus Inc., where he has worked since 2023. His prior experience includes roles at The Vanguard Group, The University of Chicago Booth School of Business, and Composer Technologies. He serves as a volunteer Board Member and Investment Committee Member for The Association for Frontotemporal Degeneration, a nonprofit supporting patients and caregivers affected by FTD. Quorus provides professional portfolio management primarily to registered investment advisors and wealth managers, along with select direct clients such as individuals, families, and small foundations. The firm specializes in technology-powered implementation and tax-overlay management, utilizing licensed third-party and internal models with automated rebalancing and tax-loss harvesting features.

John Hill is a CFA® charterholder with three years of industry experience. He has worked at Quorus Inc. since 2022 and previously held roles at Tegus and The Vanguard Group. Quorus Inc. provides professional portfolio management primarily to registered investment advisors and wealth managers, offering services through bespoke Separately Managed Accounts and sub-advisory relationships. The firm uses technology-driven implementation and tax-overlay strategies, including model due diligence and automated tax-loss harvesting, to serve a range of clients from individuals to family offices.

Prashant Joshi is a financial advisor at Quorus Inc. with a Series 65 designation and experience at firms including Lazard, Parametric Portfolio Associates/Morgan Stanley, and BCCM Advisors. He has worked in the financial industry since 2019 and also held roles at New York University Stern and the University of Minnesota - Twin Cities. Quorus provides professional portfolio management primarily to registered investment advisors and wealth managers, as well as direct clients such as individuals, families, family offices, and small endowments. The firm specializes in technology-powered implementation and tax-overlay management, offering bespoke Separately Managed Accounts and sub-advisory services with a focus on quantitative and ESG-informed inputs and automated tax-loss harvesting.