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Jack L

Series 65

New York, NY

Quent Capital, LLC

Jack La Piana is an advisor at Quent Capital, LLC in New York, NY, holding a Series 65 designation with one year of industry experience. Prior to joining Quent Capital, he worked at Baker Tilly and The Wolf Group and has academic and work experience spanning from full-time student status to various roles in the private sector. Quent Capital provides discretionary investment management primarily to individual and high-net-worth clients and advises pooled vehicles, including the Quent Long Short Global Small Cap Fund, LP. The firm employs a long/short, small-cap oriented investment approach focused on thematic innovation and utilizes hedging and derivatives strategies.

Tax-loss harvesting Options & derivatives strategies Private / alternative investments Concentrated stock management
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Robert O

Series 65

New York, NY

Quent Capital, LLC

Robert Ostrower is a Series 65-licensed advisor at Quent Capital, LLC with three years of industry experience. His prior work includes roles at American Express, Sony Corporation of America, and Wheels Up. Quent Capital provides discretionary investment management primarily to individual and high-net-worth clients, employing a long/short, small-cap oriented strategy with a focus on thematic innovation such as AI and longevity. The firm also manages pooled investment vehicles and offers limited financial planning and tax/accounting services through an affiliated entity.

Tax-loss harvesting Options & derivatives strategies Private / alternative investments Concentrated stock management
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Qihang Y

Series 66

New York, NY

Quent Capital, LLC

Qihang Yao is a financial advisor at Quent Capital, LLC with two years of industry experience. He holds the Series 66 designation and has previously worked at JPMorgan Chase Bank, N.A., JPMorgan Securities, and several other firms. Quent Capital provides discretionary investment management primarily to individual and high-net-worth clients, along with advisory services to pooled vehicles including the Quent Long Short Global Small Cap Fund, LP. The firm employs a combination of fundamental, quantitative, and strategic asset-allocation methods and pursues a long/short, small-cap oriented strategy focused on companies linked to thematic innovation.

Tax-loss harvesting Options & derivatives strategies Private / alternative investments Concentrated stock management
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Robert S

CFA®, Series 65

New York, NY

Quent Capital, LLC

Robert Sollazzo is a CFA® charterholder and holds a Series 65 license with four years of industry experience. He is currently with Quent Capital, LLC and has previously worked at Cerity Partners LLC, SVB Wealth LLC, Boston Private Wealth LLC, and KLS Professional Advisors Group, LLC. Before entering the financial advisory field, he was employed at Hamilton College for four years. Quent Capital is an independent SEC-registered adviser managing approximately $1.6 billion in discretionary assets, serving individual and high-net-worth clients as well as investors in a private pooled vehicle. The firm employs a combination of fundamental research, quantitative methods, and portfolio-level asset allocation, utilizing ETFs, mutual funds, individual equities, and derivatives within its strategies.

Tax-loss harvesting Options & derivatives strategies Private / alternative investments Concentrated stock management
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Benjamin S

CFA®

New York, NY

Quent Capital, LLC

Benjamin Shapiro is a CFA® charterholder with one year of industry experience. He is currently with Quent Capital, LLC and previously worked at Basswood Capital Management, Hedgeserv, and Morgan Stanley Capital Group. Quent Capital provides discretionary investment management primarily to individual and high-net-worth clients and advises pooled vehicles including the Quent Long Short Global Small Cap Fund, LP. The firm employs a long/short, small-cap oriented strategy focused on thematic innovation sectors and uses a combination of fundamental, quantitative, and strategic asset-allocation methods.

Tax-loss harvesting Options & derivatives strategies Private / alternative investments Concentrated stock management
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Keri P

CFP®, Series 63

New York, NY

Quent Capital, LLC

Keri Primack is a CFP® and Series 63 registered advisor at Quent Capital, LLC with 28 years of industry experience. She has worked at several firms including People’s United Advisors, People’s Securities, and Gerstein Fisher. Outside of her advisory work, she has been an independent insurance agent since 1996 and serves as president of a trust settlement entity. Quent Capital provides discretionary investment management primarily to individual and high-net-worth clients and manages pooled vehicles, including a long/short global small-cap fund focused on thematic innovation. The firm uses a combination of fundamental, quantitative, and strategic asset allocation methods and employs hedging and derivatives strategies in its portfolio management.

Tax-loss harvesting Options & derivatives strategies Private / alternative investments Concentrated stock management
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William J

Series 65, Series 66

New York, NY

Quent Capital, LLC

William Jollie is a financial advisor at Quent Capital, LLC with 24 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including People's United Advisors, People's Securities, Inc., GFA Securities, LLC, and Gerstein Fisher & Associates, Inc. since 2006. Quent Capital provides discretionary investment management primarily to individual and high-net-worth clients and acts as adviser to pooled vehicles, including the Quent Long Short Global Small Cap Fund, LP. The firm employs a combination of fundamental, quantitative, and strategic asset-allocation methods and pursues a long/short, small-cap oriented strategy focused on thematic innovation.

Tax-loss harvesting Options & derivatives strategies Private / alternative investments Concentrated stock management
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Joshua S

CFA®

New York, NY

Quent Capital, LLC

Joshua Seward is a CFA® charterholder with five years of industry experience. He has worked at Quent Capital, LLC since 2018, following roles at Deloitte LLP and the Financial Accounting Standards Board. Seward is based in New York, NY. Quent Capital is an independent SEC-registered adviser managing approximately $1.6 billion in discretionary assets for individual and high-net-worth clients, as well as investors in a private pooled vehicle. The firm employs a blend of fundamental research, quantitative methods, and portfolio-level asset allocation, offering strategies that include global long/short small-cap funds, ETFs, mutual funds, and individual equities.

Tax-loss harvesting Options & derivatives strategies Private / alternative investments Concentrated stock management
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Melissa D

Series 63, Series 65

New York, NY

Quent Capital, LLC

Melissa Danenberg is a financial advisor at Quent Capital, LLC with Series 63 and Series 65 designations and over 20 years of industry experience. She previously worked at Lanx Management LLC and Merrill Lynch Pierce Fenner & Smith Inc. for two decades combined before joining Quent Capital in 2025. Quent Capital provides discretionary investment management mainly to individual and high-net-worth clients and serves as adviser to pooled vehicles, including its affiliated long/short global small-cap fund. The firm employs a combination of fundamental, quantitative, and strategic asset-allocation methods, with a focus on thematic innovation and the use of hedging and derivatives strategies.

Tax-loss harvesting Options & derivatives strategies Private / alternative investments Concentrated stock management
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Katia D

Series 65

New York, NY

Quent Capital, LLC

Katia Del Muro Suarez is a financial advisor with Quent Capital, LLC, holding a Series 65 designation and based in New York, NY. She has worked at Quent Capital since 2023 and has prior experience at MSCI Inc and InverCap Afore. Quent Capital is an independent SEC-registered adviser managing approximately $1.6 billion in discretionary assets for individual and high-net-worth clients, as well as investors in a private pooled vehicle. The firm employs a combination of fundamental research, quantitative methods, and portfolio-level asset allocation, offering discretionary portfolio management and consulting services with strategies that include derivatives, hedging, and tax-loss harvesting.

Tax-loss harvesting Options & derivatives strategies Private / alternative investments Concentrated stock management
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Gregg F

CFP®, CFA®, Series 63, Series 65

New York, NY

Quent Capital, LLC

Gregg Fisher is a CFP® and CFA® with 32 years of industry experience. He is the founder and portfolio manager at Quent Capital, LLC, where he has worked since 2020. Fisher also owns Gerstein Tax Services, LLC, a tax-preparation and consulting business, which he has operated since 2019. His prior work experience includes roles at American Elm Distribution Partners, American Portfolios Financial Service, and several entities affiliated with Gerstein Fisher. Quent Capital is an independent SEC-registered adviser managing approximately $1.6 billion in discretionary assets. The firm serves individual and high-net-worth clients as well as investors in a private pooled vehicle and employs a combination of fundamental research, quantitative methods, and portfolio-level asset allocation in its investment approach.

Tax-loss harvesting Options & derivatives strategies Private / alternative investments Concentrated stock management
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Benjamin L

Series 65

New York, NY

Quent Capital, LLC

Benjamin Lichaa is a financial advisor with Quent Capital, LLC in New York, NY, holding a Series 65 designation and over a decade of industry experience. He worked at Hildred Partners LLC from 2015 to 2025 before joining Quent Capital in 2026. Quent Capital provides discretionary investment management primarily to individual and high-net-worth clients and advises pooled vehicles, including a long/short global small-cap fund focused on thematic innovation. The firm combines fundamental, quantitative, and strategic asset allocation methods and employs hedging and derivatives strategies as part of its portfolio management.

Tax-loss harvesting Options & derivatives strategies Private / alternative investments Concentrated stock management
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