Andrew Wagner is a CFP® professional with 11 years of experience in financial planning and wealth management. He has worked at Quotient Wealth Partners, LLC since 2023 and previously held positions at Goldman Sachs Personal Financial Management and Personal Capital. Quotient Wealth Partners is a multi-advisor firm serving individuals, trusts, estates, corporations, and pension/profit-sharing plans. The firm manages diversified portfolios using a range of investment vehicles and employs both fundamental and cyclical analysis alongside tax-aware strategies.

Jeffrey Severe is a financial advisor at Quotient Wealth Partners, LLC with 31 years of industry experience. He holds a Series 63 designation and has previously worked at Goldman Sachs Personal Financial Management, Girard Securities, Inc., and CETERA Advisor Networks LLC. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and pension/profit-sharing plans with financial planning, consulting, and investment management. The firm manages approximately $3.54 billion for around 1,900 clients through a team of 26 advisors, employing diversified portfolios that include ETFs, equities, fixed income, mutual funds, options, and alternative investments.

Carlos Guidotti is a financial advisor at Quotient Wealth Partners, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Goldman Sachs Personal Financial Management. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans with financial planning, consulting, and investment management. The firm employs diversified portfolios using low-cost ETFs, stocks, bonds, and other investments, integrating tax-aware strategies and utilizing multiple custodians and technology platforms for comprehensive account management.