Quartz Partners Investment Management

Donald Florence is a Series 65-licensed financial advisor at Quartz Partners Investment Management with nine years of industry experience. He has worked at Quartz Partners since 2023 and previously spent three years at Kalos Management Inc. Florence is also president of Florence Wealth LLC, where he is involved in insurance-related financial products. 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 manages accounts on a discretionary basis, with ongoing monitoring and rebalancing by an investment committee.

Andrew Howard is a Series 65-licensed financial advisor with 18 years of industry experience. He is currently with Quartz Partners Investment Management and previously worked at AthenaInvest Advisors LLC. Howard also serves as Vice President of Product Development at AthenaInvest, Inc., a software services data provider. Quartz Partners serves a diverse client base including individual investors, retirement plans, and institutions, offering model-based investment management through separately managed accounts, digital platforms, and consulting services. The firm’s investment approach combines top-down macro analysis with bottom-up stock selection across multiple model series, maintained by an investment committee.

Charles Howard is a Series 65-licensed advisor at Quartz Partners Investment Management with 18 years of industry experience. Prior to joining Quartz Partners in 2026, he worked at Athenainvest Advisors LLC for 18 years and serves as CEO and Director of Research at AthenaInvest, Inc., a software services data provider. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries with 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 and bottom-up stock selection, overseen by an investment committee that monitors and rebalances portfolios.

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 worked at several firms, including Etico Partners, LLC, Etico Wealth Management LLC, and Dinosaur Securities. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries through model-based investment management, combining top-down macro analysis with bottom-up stock selection across multiple model series. The firm manages accounts on a discretionary basis and offers various delivery platforms and advisory services.

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 held roles at Etico Partners, LLC, Etico Wealth Management LLC, Dinosaur Securities, L.L.C., Wrp Investments, Inc., and Bts Asset Management, Inc. Outside of finance, he works as a sales representative for Grand Ave Pharmacy. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries with a model-based investment approach combining top-down macro analysis and bottom-up stock selection. The firm manages portfolios through multiple channels, including separately managed accounts, model portfolios, and a digital investing platform.

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 11 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including New York Life, NYLIFE Securities, and Etico Partners. Quartz Partners serves a diverse client base including individual investors, retirement plans, institutions, and financial intermediaries. The firm utilizes a combination of top-down macro analysis and bottom-up stock selection across multiple model series, providing discretionary management, model portfolios, and advisory services.

Eric Reed is a financial advisor at Quartz Partners Investment Management with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mass Mutual Investors Services, New York Life Insurance Co, and NYLife Securities. Reed is co-founder and managing partner of Audible Financial Group LLC and Audible Consulting LLC, where he provides insurance and financial services and mentors insurance agents. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries with model-based investment management through separately managed accounts, model portfolios, and a digital investing platform. The firm combines top-down macro analysis and bottom-up stock selection, maintaining ongoing portfolio monitoring and rebalancing through an investment committee.

David Bossov is a financial advisor at Quartz Partners Investment Management with 16 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley, Wells Fargo Clearing Services, and Fifth Third Bank. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries through model-based investment management, combining top-down macro analysis with bottom-up stock selection across distinct portfolio series. The firm manages accounts on a discretionary basis and delivers models via multiple channels, supported by ongoing committee oversight.

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 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.

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.

Joseph Leo is a financial advisor at Quartz Partners Investment Management with 21 years of industry experience. He holds a Series 63 designation and has held previous roles at Benchmark Investments, Etico Partners, Etico Wealth Management, and Dinosaur Securities. Leo serves as treasurer and chair of the investment committee for Pathfinder Village, a local philanthropic organization. Quartz Partners Investment Management serves individual investors, retirement plans, institutions, and financial intermediaries, providing model-based investment management through separately managed accounts, model portfolios, and advisory services. The firm’s investment approach combines top-down macro analysis with bottom-up stock selection and manages accounts primarily on a discretionary basis.

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.

Kevin Schaeuble is a financial advisor with Quartz Partners Investment Management, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Quartz Partners and Etico Partners in 2026, he worked at Thrivent Financial and Thrivent Investment Management Inc. from 2024 to 2026 and was involved with Plendl Feed Service, Inc. for 24 years. Quartz Partners serves a diverse client base including individual investors, retirement plans, institutions, and financial intermediaries. The firm employs a model-based investment approach combining top-down macro analysis and bottom-up stock selection, offering discretionary account management, model portfolios, and advisory services.