Quartz Partners Investment Management

Donald Florence is a financial advisor at Quartz Partners Investment Management with eight years of industry experience. He holds a Series 65 designation and has previously worked with Kalos Management Inc and EDU Wealth Advisors LLC. Florence is also president of Florence Wealth LLC, where he is involved in investment-related insurance sales. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries, providing model-based investment management through separately managed accounts, model portfolios, and a digital investing platform. The firm’s investment approach combines top-down macro analysis with bottom-up stock selection and is supported by ongoing portfolio monitoring and rebalancing.

Stephen Furno is a financial advisor at Quartz Partners Investment Management with 28 years of industry experience. He holds a Series 63 designation and has previously worked at Etico Partners, LLC, Etico Wealth Management LLC, and Dinosaur Securities. Quartz Partners Investment Management serves individual investors, retirement plans, institutions, and financial intermediaries through model-based investment management, combining top-down macro analysis and bottom-up stock selection across various portfolio models. The firm offers discretionary account management and advisory services supported by an investment committee and operates multiple branch offices with affiliations that provide dual-registration pathways for its financial professionals.

Matthew Nigg is a financial advisor at Quartz Partners Investment Management with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Etico Partners, LLC, Etico Wealth Management LLC, and Dinosaur Securities, L.L.C. Outside of advisory roles, he is a sales representative for Grand Ave Pharmacy in Pflugerville, Texas. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries, offering model-based investment management through various platforms and portfolios driven by a combination of macro analysis and stock selection.

Ross Bruner is a financial advisor at Quartz Partners Investment Management with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Oppenheimer & Co., Bank of America, and MassMutual. Bruner is also owner of Tristar Advisors LLC, a family-owned passive investment vehicle. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries with model-based investment management. The firm employs a mix of top-down macro analysis and bottom-up stock selection across multiple model series, managing accounts primarily on a discretionary basis.

Anthony Spencer is a financial advisor at Quartz Partners Investment Management with 10 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Etico Partners, Park Avenue Securities, Guardian Life Insurance, Wealth Advisory Group LLC, Forthright Capital Advisory, Forthright Capital Partners, NYLIFE Securities LLC, New York Life, and NYLife Distributors LLC. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries, providing model-based investment management through separately managed accounts, model portfolios, a digital investing platform, and advisory services. The firm’s investment approach combines top-down macro analysis with bottom-up stock selection, with ongoing portfolio monitoring and rebalancing by an investment committee.

Eric Reed is a financial advisor at Quartz Partners Investment Management with 10 years of industry experience. He holds the Series 63 and Series 65 licenses. Prior to joining Quartz Partners, he worked at Mass Mutual Investors Services, New York Life, and MassMutual Life Insurance Company. Reed is also co-founder and managing partner of Audible Financial Group, which provides fixed life, annuity, disability, and long-term care insurance solutions, and co-founder and managing member of Audible Consulting, where he coaches insurance agents and conducts financial literacy workshops. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries, offering model-based investment management through separately managed accounts, model portfolios, a digital investing platform, and advisory services. The firm’s investment approach combines top-down macro analysis with bottom-up stock selection and maintains ongoing portfolio monitoring and rebalancing.

David Bossov is a financial advisor at Quartz Partners Investment Management with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Fifth Third Bank, Fifth Third Securities, Wells Fargo Clearing, and Morgan Stanley in various capacities. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries by providing model-based investment management through separately managed accounts, model portfolios, and advisory services. The firm combines top-down macro analysis with bottom-up stock selection and offers discretionary portfolio management monitored by an investment committee.

Kyle Webber is a financial advisor at Quartz Partners Investment Management with 15 years of industry experience. He holds Series 63 and Series 65 designations and has been with Quartz Partners since 2014. Outside of his advisory role, he is a member of Slocum-Webber Group, LLC, a project management consulting and property management business in which he holds a minority interest. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries by providing model-based investment management through separately managed accounts, model portfolios, and advisory services. The firm employs a combination of top-down macro analysis and bottom-up stock selection, with ongoing portfolio monitoring and rebalancing by an investment committee.

Joshua Gilbert is a financial advisor at Quartz Partners Investment Management with nine years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Brighton Securities, Wells Fargo Clearing Services LLC, and MassMutual. He is also associated with Etico Partners, LLC. 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 investment process combines top-down macro analysis with bottom-up stock selection and is supported by an investment committee that monitors and rebalances portfolios on an ongoing basis.

Joseph Leo is a financial advisor at Quartz Partners Investment Management with 20 years of industry experience. He holds a Series 63 designation and has worked with firms including Benchmark Investments, Etico Partners, Etico Wealth Management, and Dinosaur Securities. Outside of his advisory role, he serves as treasurer and chair of the investment committee for Pathfinder Village, a local nonprofit organization. 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 combines top-down macro analysis and bottom-up stock selection across multiple model series, managing accounts mostly on a discretionary basis and supporting various platform sponsors through multiple delivery 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 holds Series 63 and Series 65 licenses and has previously worked at firms including Equity Services Inc, National Life Group, and New York Life Insurance Co. Outside of his advisory role, he is involved with Royale Transportation as a chauffeur providing airport rides. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries with model-based investment management, offering separately managed accounts, model portfolios, and advisory services. The firm’s investment approach combines top-down macro analysis and bottom-up stock selection across multiple model series, with ongoing portfolio monitoring and rebalancing by an investment committee.

Tyson Marlow is a financial advisor at Quartz Partners Investment Management with 18 years of industry experience. He holds a Series 66 designation and has held roles at firms including Blue Oak Group and Kalos Management. Outside of advisory work, Marlow co-owns Uniworks Cleaning, a commercial janitorial services company serving the Charleston, SC area. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries with model-based investment management strategies. The firm combines top-down macro analysis with bottom-up stock selection across multiple model portfolios, offering discretionary account management, Sub-Account Overlay services, and model delivery through various platform arrangements.

Benjamin Gerald is a financial advisor with Quartz Partners Investment Management and Etico Partners, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. His prior work includes roles at Mass Mutual Investors Services, Eagle Strategies, and New York Life. He is the founder and president of 75INC LLC, a professional networking association, and serves as president of NAIFA - Dallas, a nonprofit organization. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries with model-based investment management, integrating top-down macro analysis and bottom-up stock selection across various model portfolios. The firm provides discretionary account management and offers investment solutions through multiple distribution channels, supported by an investment committee overseeing ongoing portfolio monitoring and rebalancing.

Monty Mccurley is a financial advisor at Quartz Partners Investment Management with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Secure Insurance Group and Farmers Insurance. Outside of his advisory role, Monty is the owner of High Point Financial Group, where he offers annuities, life insurance, and long-term care products. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries, providing model-based investment management through separately managed accounts, model portfolios, and digital platforms. The firm combines top-down macro analysis with bottom-up stock selection and manages portfolios on a discretionary basis with ongoing oversight by an investment committee.