Anthony Spencer is a financial advisor at Quartz Partners Investment Management with 11 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at several firms, including New York Life and Park Avenue Securities. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries through model-based investment management, employing a combination of top-down macro analysis and bottom-up stock selection across various model series. The firm manages discretionary accounts and provides advisory services via multiple platforms and arrangements.

Kyle Webber is a financial advisor at Quartz Partners Investment Management with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Quartz Partners since 2014. Outside of advisory work, he is a member of two non-investment-related businesses focused on project management and vacation property management. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries with model-based investment management, combining top-down macro analysis and bottom-up stock selection across multiple model series. The firm offers discretionary account management and various platform solutions through multiple branch offices and affiliated entities.

Joshua Gilbert is a financial advisor at Quartz Partners Investment Management with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Brighton Securities, Wells Fargo Clearing Services LLC, and MassMutual. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries, offering model-based investment management through separately managed accounts, model portfolios, and a digital investing platform. The firm uses a combination of top-down macro analysis and bottom-up stock selection, with portfolios monitored and rebalanced by an investment committee.

Stephen Lulla is a financial advisor at Quartz Partners Investment Management with five years of industry experience. He holds a Series 65 designation and has worked at Maidstone Wealth Management and Weatherhelm Capital Management prior to joining Quartz Partners. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries, offering model-based investment management through separately managed accounts, model portfolios, and a digital investing platform. The firm combines top-down macro analysis with bottom-up stock selection and manages portfolios through an investment committee, providing services on a discretionary basis and through various platform arrangements.

Mark Landau is a financial advisor at Quartz Partners Investment Management with 19 years of industry experience. He holds a Series 66 designation and previously worked at MinichmacGregor Wealth Management, Veracity Capital, and The AYCO Company, L.P. Outside of finance, he serves as a ski instructor for the NY State Ski Education Foundation during the winter months. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries by providing model-based investment management through separately managed accounts, model portfolios, a digital investing platform, and advisory services. The firm’s investment decisions combine top-down macro analysis with bottom-up stock selection across distinct model series, and portfolios are actively monitored and rebalanced by an investment committee.

Luis Servellon is a financial advisor at Quartz Partners Investment Management with seven years of industry experience. He has held roles at firms including Equity Services Inc, National Life Group, and New York Life Insurance Co. Outside of his advisory work, he is involved with Royale Transportation, providing chauffeur services in the Capital Region. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries. The firm uses a model-based investment approach combining top-down macro analysis and bottom-up stock selection, managing portfolios through discretionary accounts, model portfolios, and advisory services.

James Rutherford is a financial advisor at Quartz Partners Investment Management with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Etico Partners LLC, Etico Wealth Management LLC, Cetera, and J P Turner & Company Capital Management. Quartz Partners Investment Management serves individual investors, retirement plans, institutions, and financial intermediaries with model-based investment management, blending top-down macro analysis and bottom-up stock selection across multiple model series. The firm offers discretionary account management and various model delivery options, supported by an investment committee that continually monitors and rebalances portfolios.

Joseph Nassar is a financial advisor at Quartz Partners Investment Management with Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Pacer Advisors, Bank of America, Merrill, and The Vanguard Group. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries by providing model-based investment management through separately managed accounts, model portfolios, and a digital investing platform. The firm's approach combines top-down macro analysis with bottom-up stock selection, and portfolios are monitored and rebalanced by an investment committee on an ongoing basis.