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Thomas H

Series 65

Center Valley, PA

Quadrant Private Wealth Management, LLC

Thomas Hanvey is a financial advisor at Quadrant Private Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Quadrant Capital and Saucon Valley Country Club. Outside of his advisory role, he is involved with DUBCMEDIA, LLC, a social media marketing company. Quadrant Private Wealth Management provides financial planning, investment management, and retirement-plan consulting to a diverse client base, employing a top-down investment approach focused on risk management and offering a proprietary enhanced equity strategy.

Equity compensation tax strategy Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Francis L

Series 63, Series 65

Center Valley, PA

Quadrant Private Wealth Management, LLC

Francis Lawler III is a financial advisor with Quadrant Private Wealth Management, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. He has been with Quadrant since 2017. Quadrant Private Wealth Management offers financial planning, investment management, and retirement-plan consulting to a diverse client base including individuals, families, trusts, charitable organizations, corporations, and employee benefit plans. The firm employs a largely top-down investment approach that integrates fundamental and technical analysis with a focus on risk management, managing portfolios across various asset classes and offering proprietary strategies such as the Quadrant Enhanced Equity Strategy.

Equity compensation tax strategy Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Herman R

Series 63, Series 65

Center Valley, PA

Quadrant Private Wealth Management, LLC

Herman Rij is a financial advisor at Quadrant Private Wealth Management, LLC, with 57 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Quadrant since 2014, following a decade at Purshe Kaplan Sterling Investments. He serves as an advisory board member to the Diocese of Allentown and is a board member of Friends of the Bethlehem Mounted Police. Quadrant Private Wealth Management provides financial planning, investment management, and retirement-plan consulting to individuals, families, trusts, charitable organizations, corporations, and employee benefit plans. The firm employs a top-down investment process combining fundamental and technical analysis with an emphasis on risk management, managing approximately $2.1 billion in assets as of December 31, 2025.

Equity compensation tax strategy Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Conor Z

CFP®, Series 63, Series 65

Center Valley, PA

Quadrant Private Wealth Management, LLC

Conor Zellner is a CFP® with four years of industry experience, currently serving as a financial advisor at Quadrant Private Wealth Management, LLC since 2022. His prior work history includes roles at Choice Logistics, M2 Strategy, Arbee Associates, The Vanguard Group, and Elon University. Quadrant Private Wealth Management provides financial planning, investment management, and retirement-plan consulting to a range of clients including individuals, families, trusts, charitable organizations, corporations, and employee benefit plans. The firm employs a top-down investment approach focused on risk management and offers various strategies including a proprietary enhanced equity strategy.

Equity compensation tax strategy Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Mark C

CFP®

Center Valley, PA

Quadrant Private Wealth Management, LLC

Mark Cecchini is a CFP® professional with six years of experience in financial advising. He currently works at Quadrant Private Wealth Management, LLC and has previously held roles at firms including Compound Planning, Rockwood Wealth Management, Catalyst Wealth Advisors, Facet Wealth, Aspiriant LLC, and Sullivan, Bruyette, Speros & Blayney, LLC. Outside of his advisory work, he serves as an adjunct instructor at UCLA Extension’s Personal Financial Planning Program, where he teaches and develops course content. Quadrant Private Wealth Management provides financial planning, consulting, and discretionary investment management to individuals, families, trusts, estates, corporations, and retirement plans. The firm employs a top-down investment approach emphasizing risk management, tailoring portfolios to client risk tolerances and time horizons, and incorporates proprietary strategies alongside external managers and alternative investments.

Equity compensation tax strategy Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Brian C

CFP®, ChFC®, Series 63, Series 65

Center Valley, PA

Quadrant Private Wealth Management, LLC

Brian Cort is a CFP® and ChFC® with 25 years of experience in the financial industry. He is currently with Quadrant Private Wealth Management, LLC, where he has been employed since 2015, including prior service at Purshe Kaplan Sterling Investments, Inc. He serves as a partner advisor at Quadrant Private Wealth Management. Quadrant Private Wealth Management offers financial planning, investment management, and retirement-plan consulting to a broad client base including individuals, families, trusts, and organizations. The firm manages approximately $2.1 billion in assets and utilizes a top-down investment approach emphasizing risk management across a variety of asset classes and strategies.

Equity compensation tax strategy Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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David D

Series 63, Series 65

Sarasota, FL

Quadrant Private Wealth Management, LLC

David Decker Jr. is a financial advisor with Quadrant Private Wealth Management, LLC in Sarasota, FL, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. His prior roles include positions at Merrill and Bank of America, N.A. He is also involved in insurance planning through a fixed insurance activity. Quadrant Private Wealth Management provides financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, families, trusts, estates, corporations, and retirement plans, employing a top-down investment approach with an emphasis on risk management.

Equity compensation tax strategy Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Kori L

Series 66

Center Valley, PA

Quadrant Private Wealth Management, LLC

Kori Lannon is a financial advisor with Quadrant Private Wealth Management, LLC, holding a Series 66 designation and 18 years of industry experience. She has worked with Quadrant Private Wealth Management since 2015 and previously was affiliated with Purshe Kaplan Sterling Investments, Inc. from 2014 to 2026. Quadrant Private Wealth Management provides financial planning, investment management, and retirement-plan consulting to a range of clients including individuals, families, trusts, charitable organizations, and corporations. The firm manages approximately $2.1 billion in assets and employs a top-down investment process that combines fundamental and technical analysis with an emphasis on risk management.

Equity compensation tax strategy Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Paul F

CFP®, Series 66

Center Valley, PA

Quadrant Private Wealth Management, LLC

Paul Francis is a CFP® and Series 66-licensed advisor with 12 years of industry experience. He has worked at Quadrant Private Wealth Management since 2020, following roles at Purshe Kaplan Sterling Investments, Bank of America, and Merrill. Quadrant Private Wealth Management provides financial planning, consulting, and discretionary investment management to individuals, families, trusts, estates, corporations, and retirement plans. The firm uses a top-down investment approach combining fundamental and technical analysis with an emphasis on risk management, tailoring portfolios to client risk tolerances and time horizons.

Equity compensation tax strategy Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Scott K

Series 65

Center Valley, PA

Quadrant Private Wealth Management, LLC

Scott Kuna is a financial advisor at Quadrant Private Wealth Management, LLC with two years of industry experience. He holds the Series 65 designation and has worked at Quadrant Capital and Quadrant Private Wealth, as well as in freelance roles and at Saucon Valley Country Club. Quadrant Private Wealth Management provides financial planning, investment management, and retirement-plan consulting to individuals, families, trusts, charitable organizations, corporations, and employee benefit plans. The firm employs a top-down investment approach focused on risk management and manages both discretionary and non-discretionary portfolios.

Equity compensation tax strategy Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Jason C

Series 63, Series 65

Center Valley, PA

Quadrant Private Wealth Management, LLC

Jason Cort is a financial advisor at Quadrant Private Wealth Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Quadrant since 2014. Quadrant Private Wealth Management provides financial planning, investment management, and retirement-plan consulting to a diverse client base, including individuals, families, trusts, charitable organizations, corporations, and employee benefit plans. The firm employs a primarily top-down investment process focused on risk management and offers a proprietary equity strategy alongside a broad range of investment options.

Equity compensation tax strategy Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Jonathan M

Series 66, Series 65

Bethlehem, PA

Quadrant Private Wealth Management, LLC

Jonathan Mack is a financial advisor at Quadrant Private Wealth Management, LLC with 17 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Quadrant since 2014. Outside of his advisory role, he serves as a basketball official for the Pennsylvania Interscholastic Athletic Association. Quadrant Private Wealth Management provides financial planning, investment management, and retirement-plan consulting to individuals, families, trusts, charitable organizations, corporations, and employee benefit plans. The firm manages both discretionary and non-discretionary portfolios and employs a top-down investment process emphasizing risk management across a range of asset classes.

Equity compensation tax strategy Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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