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WEALTH IS MORE THAN MONEY

 

Wealth is the inflection point where you evolve from just making money to making money do things for you, your family, and ultimately your legacy.

For money to become wealth, it needs more than to be managed. It needs a strategic plan.

At Quantum Private Wealth, our unique e3 model – empower, enhance, elevate –  can help you transcend from making money to building a multi-generational wealth platform.


Our team has extensive experience and knowledge from successful careers in the financial industry. We offer a tenacious focus on performance only equaled by a high-touch, family-office approach to personalized service.

After all, if money is a means, isn't it time for it to mean more?

 

The Quantum Team

 
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JIM PERKINS

CEO & Managing Partner

As CEO of Quantum Private Wealth, I am centered in a behavioral finance perspective. I am committed to helping our clients achieve legacy wealth by applying the discipline of our firm’s unique e3 investment model.

After spending over 30 years working in a variety of Wealth Management roles including Senior Managing Director and Senior Portfolio manager for large International Banks, we started Quantum Private Wealth to give clients access to large firm offerings with a boutique level of personal service.

Our vision is to leverage extensive institutional and industry experience with a family-office approach and personalized execution.

 
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TODD GAMBIT

SENIOR ADVISOR, CDFA, CFP®

Building wealth is more than just managing money. As Senior Advisor, I help clients by designing a customized, comprehensive legacy wealth strategy and investment plan.

I leverage 29 years of experience in the global financial markets, working with both institutional and high net worth individuals and their families. My career is built on a base of Wall Street banking experience as a trader and investment manager with a specialization in equity, fixed income, and derivatives solutions.

At Quantum, we believe in having a behavioral finance approach with a high touch, family office level of service.

 
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JEN MORREALE

SENIOR CLIENT SERVICE ADMINISTRATOR

By always striving to exceed expectations, I've built strong relationships with my clients over the course of my career. Working at Quantum Private Wealth, I leverage my 23 years of experience working for industry leading firms such as Wachovia Securities, Mesirow Financial, JPMorgan Chase, and UBS Financial Services.

At Quantum, we believe in serving our clients as a team with a high touch, family office level of service. My contribution is to proactively address a range of administrative and operational matters.

 
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ANDREA O'BRIEN

CLIENT SERVICE ADMINISTRATOR

With over 25 years of experience in the financial services sector, I have held various positions, including Senior client Service Associate with UBS Financial Services.


I bring passion for client service as well as wisdom from my invaluable industry experience.


I assist in managing the team’s operations through the daily administration of our client accounts in addition to addressing administrative matters.   This allows me to deliver the high touch and family office level of service that Quantum provides to each client.

At Quantum, we believe in serving our clients as a team with a high touch, family office level of service. My contribution is to proactively address a range of administrative and operational matters.

 
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ISN'T IT TIME FOR YOUR MONEY TO MEAN MORE?

 

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