Wealth Quarterback LLC

Howard Bernheim is a CFP® professional with four years of industry experience, currently serving as an advisor at Wealth Quarterback LLC since 2021. Prior to joining Wealth Quarterback, he worked at S&P Global for 34 years. Outside of his advisory role, he is also an insurance agent with Jalinski Advisor Group. Wealth Quarterback LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and retirement plans, serving as an ERISA fiduciary when engaged. The firm employs a combination of fundamental, quantitative, technical, and charting analysis with both long- and short-term trading and offers client education through seminars and a radio program.

Josh Jalinski is a financial advisor with Wealth Quarterback LLC in Toms River, NJ, holding a Series 66 designation and with 20 years of industry experience. He previously worked at American Portfolios Financial Services, Inc. and founded Jalinski Advisory Group, Inc., where he serves as president. Jalinski also hosts a weekly financial radio show called The Financial Quarterback. Wealth Quarterback LLC provides discretionary investment management and financial planning to individuals, charitable organizations, and retirement plans. The firm uses a combination of fundamental, technical, and quantitative analysis with tailored investment programs and offers an aggressive Tactical Managed Strategy alongside oversight of third-party managers.

Brandon Bowens is a financial advisor with Wealth Quarterback LLC in Toms River, NJ. He holds a Series 65 designation and has been in the industry since 2024. Prior to joining Wealth Quarterback, he worked at Capital Wealth Planning, LLC and spent several years in full-time education at Florida Gulf Coast University. Wealth Quarterback provides discretionary investment management and financial planning services to individuals, charitable organizations, and pension and profit-sharing plans. The firm employs a combination of fundamental, technical, and quantitative analysis, offering tailored strategies including an aggressive Tactical Managed Strategy that incorporates market timing and leverage.

Paul Murphy is a financial advisor at Wealth Quarterback LLC in Toms River, NJ, with 14 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. Prior to his current roles, he worked at American Portfolios Financial Services, Inc. from 2016 to 2020. He is also an insurance agent specializing in life, long-term care, and disability insurance. Wealth Quarterback provides discretionary investment management and financial planning services to individuals, charitable organizations, and pension and profit-sharing plans. The firm employs a blend of fundamental, technical, and quantitative analysis and offers a Tactical Managed Strategy that uses market-timing techniques and leveraged ETFs, alongside managing third-party managers and conducting financial education seminars.

Christopher Meyer is a financial advisor at Wealth Quarterback LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling and American Portfolios Financial Services, Inc. Meyer is also involved with the Jalinski Advisory Group and Meyer Capital Management LLC. Wealth Quarterback LLC provides discretionary investment management and financial planning to individuals, charitable organizations, and pension and profit-sharing plans. The firm employs a combination of fundamental, technical, and quantitative analysis, and offers strategies including an aggressive Tactical Managed Strategy using market-timing and leveraged ETFs.