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George L

ChFC®, Series 63

Wayne, PA

Quartz Partners Investment Management

George Lex is a financial advisor at Quartz Partners Investment Management with 29 years of industry experience. He holds the ChFC® and Series 63 designations. His prior work includes roles at Etico Partners, LLC, Etico Wealth Management LLC, and Dinosaur Securities. 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 combines top-down macro analysis with bottom-up stock selection and monitors portfolios via an investment committee.

Active portfolio management Factor investing / smart beta Passive / index investing Wealth management Financial Professional Founder/Business Owner
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