Wealth Quarterback LLC

Howard Bernheim is a CFP® professional with four years of industry experience, currently serving as an advisor at Wealth Quarterback LLC since 2021. Prior to joining Wealth Quarterback, he worked at S&P Global for 34 years. Outside of his advisory role, he is also an insurance agent with Jalinski Advisor Group. Wealth Quarterback LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and retirement plans, serving as an ERISA fiduciary when engaged. The firm employs a combination of fundamental, quantitative, technical, and charting analysis with both long- and short-term trading and offers client education through seminars and a radio program.

Josh Jalinski is a financial advisor with Wealth Quarterback LLC, holding a Series 66 designation and 19 years of industry experience. He previously worked at American Portfolios Financial Services, Inc. and J.W. Cole Advisors, INC. In addition to his advisory role, Jalinski hosts a weekly radio show called The Financial Quarterback. Wealth Quarterback LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and retirement plans. The firm employs a combination of fundamental, quantitative, technical, and charting analysis, offering both long- and short-term trading strategies and access to independent managers.

Brandon Bowens is a financial advisor at Wealth Quarterback LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Capital Wealth Planning, LLC and several educational institutions. Wealth Quarterback LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and retirement plans, combining multiple analytical approaches and offering client education through seminars and a radio program.

Paul Murphy is a CFP® and CFA® with 13 years of industry experience. He is currently with Wealth Quarterback LLC and has prior experience at American Portfolios Financial Services, Inc. and J. W. Cole Advisors, Inc. Since 2015, he has also been involved with Jalinski Advisory Group as an insurance agent specializing in life, long-term care, and disability insurance. Wealth Quarterback LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and retirement plans, serving as an ERISA fiduciary when engaged. The firm employs a combination of fundamental, quantitative, technical, and charting analysis, offering both long- and short-term trading strategies and access to independent managers, supplemented by client education through seminars and a radio program.

Christopher Meyer is a financial advisor at Wealth Quarterback LLC with 13 years of industry experience. He holds a Series 66 designation and has worked with firms including Purshe Kaplan Sterling and American Portfolios Financial Services, Inc. He is also involved with Jalinski Advisory Group as an insurance agent and manages Meyer Capital Management LLC. Wealth Quarterback LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and retirement plans, serving as an ERISA fiduciary when engaged. The firm employs a combination of fundamental, quantitative, and technical analysis, offers access to third-party managers, and supports client education through seminars and a radio program.