Center Valley, PA Office

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.

Francis Lawler III is a financial advisor at Quadrant Private Wealth Management, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Quadrant since 2017. 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 top-down investment process with an emphasis on risk management and offers a proprietary equity strategy that generates income primarily through writing options.

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.

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.

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.

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.

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.

Paul Francis is a CFP® professional with 13 years of experience in the financial industry. He is currently with Quadrant Private Wealth Management, LLC, where he has worked since 2020. His previous roles include positions at Purshe Kaplan Sterling Investments, Bank of America, N.A., and Merrill. Quadrant Private Wealth Management offers financial planning, investment management, and retirement-plan consulting to individuals, families, trusts, charitable organizations, corporations, and employee benefit plans. The firm applies a top-down investment process that emphasizes risk management and employs a variety of asset classes, including a proprietary enhanced equity strategy and alternative investments.

Dante Perri is a financial advisor at Quadrant Private Wealth Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining Quadrant, he worked at Spire Capital and has held positions at Lehigh University, Guthrie Glass, and The Haverford School. 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 top-down investment approach focused on risk management and offers a proprietary equity strategy alongside a broad range of investment options.

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.

Jason Cort is a financial advisor with Quadrant Private Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Merrill from 2000 to 2014 and at Purshe Kaplan Sterling Investments from 2014 to 2026 before joining Quadrant Private Wealth Management. 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 discretionary and non-discretionary portfolios totaling approximately $2.1 billion in assets under management as of December 31, 2025, using a top-down investment process that combines fundamental and technical analysis with an emphasis on risk management.