Recent team expansion and promotions support Quadrant Capital's
strategic growth initiatives.
CENTER
VALLEY, Pa., July 1, 2024
/PRNewswire-PRWeb/ -- Center Valley,
PA-based wealth management firm Quadrant Capital is pleased
to announce several recent hires and promotions designed to bolster
the firm's core service offerings and enhance client
experience.
"We could not be more excited to welcome
our new teammates. Each one shares in our pursuit of excellence as
we strive to deliver a best-in-class client experience."
Frank Lawler, Quadrant Capital
CEO
Quadrant Capital is nationally recognized in the 2023
Forbes/Shook Top RIA Firms and USA
TODAY/Statista's inaugural 2023 Best Financial Advisory Firms. In
the second quarter of 2024, Quadrant continued investing in human
capital across the organization.
- Director, Wealth Solutions: Mark Cecchini CFP® joins the team
as Director, Wealth Solutions. With a decade of financial planning
experience, Mark advises on the strategic direction of the firm's
wealth planning vertical. Working closely with clients, Mark
provides customized financial solutions that align with their
unique needs.
- Director, Investor Relations & Human Capital: Kristen Quirk, the firm's marketing and investor
relations leader, adds human resources to her portfolio. Along with
managing all firm communications, Kristen continues to enhance team
consistency and efficiency as Quadrant executes its strategic
growth initiatives.
- VP, Finance: Conor Zellner, a
key member of the investment and advisory teams, adds the role of
VP, Finance. In addition to working with clients, Conor takes on
leadership responsibilities for the firm's Financial Planning &
Analysis vertical while managing the analyst and associate
teams.
- Client Service / Client Experience: Tiffany Davis and Joy
Patrell join as important members of the client experience
team. They play a critical role as extensions of the wealth
advisory team, working to elevate the client experience through
onboarding, relationship management and account support.
- Financial Analyst: Thomas Hanvey
returns to Quadrant in a full-time role after successfully
completing the firm's summer development program. Hanvey supports
the advisory team across investments, relationship management and
operations.
"People are at the heart of what we do," said Quadrant's CEO
Frank Lawler. "We could not be more
excited to welcome our new teammates. Each one shares in our
pursuit of excellence as we strive to deliver a best-in-class
client experience."
About Quadrant Capital
Founded in 2014 and headquartered in Center Valley, Pennsylvania, Quadrant Capital
(formerly Quadrant Private Wealth) is a premier, independent
Registered Investment Advisor. Anchored by a client-centric
philosophy and catering to the unique needs of high-net-worth
investors and families, Quadrant's sophisticated approach to wealth
management encompasses bespoke investment solutions and tailored
planning concepts. To learn more about Quadrant, please visit
https://quadcapco.com.
Media Contact
Kristen Quirk, Quadrant Capital,
1 6108492754, kquirk@quadcapco.com, www.quadcapco.com
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SOURCE Quadrant Capital