About Us
Years in the making, we are now ready to expand Quvant on a national level. Our mission is to provide a platform of innovation, education and acceleration to financial advisers (both existing and new) which creates value for their clients. Our service model focuses in on one thing- our advisers. We have strong beliefs that technology makes us better. We provide access to technology that others can't access, and more importantly, we are close to those who built much of the technology. Join the family.
Listen.
Remove Hurdles.
Educate.
Grow.
Mike Chochon
With over 20 years of experience in financial services, Mike brings a wealth of knowledge and passion to Quvant. He is a balance sheet guy at heart, with focus on creating a scaleable, efficient eco-system which allows advisers to thrive. The opportunity to set-up Quvant for explosive growth is perfectly aligned with his career aspirations.
With over 20 years of experience in financial services, Mike brings a wealth of knowledge and passion to Quvant. He is a balance sheet guy at heart, with focus on creating a scaleable, efficient eco-system which allows advisers to thrive. The opportunity to set-up Quvant for explosive growth is perfectly aligned with his career aspirations.
Listen.
Create.
Do.
Finalize.
Kali Crane
With experience in Financial Sales, Marketing and Recruiting, Kali is constantly on the look-out for creative ways to increase growth and profitability. Through a process driven approach, Kali's focus is to provide the necessary resources and support Adviser's need to maximize their value and reach their full potential.
Kali is not a registered investment advisor.
With experience in Financial Sales, Marketing and Recruiting, Kali is constantly on the look-out for creative ways to increase growth and profitability. Through a process driven approach, Kali's focus is to provide the necessary resources and support Adviser's need to maximize their value and reach their full potential.
Kali is not a registered investment advisor.
Know.
Listen.
Discuss.
Comply.
Richard Reed
Rick brings 16 years of experience in the financial services industry to Quvant. Rick's primary focus will be developing and implementing advisor centric procedures to help mitigate the inherit risks assumed as a RIA and an IAR while providing full disclosure and understanding of our services to our clients.
Rick brings 16 years of experience in the financial services industry to Quvant. Rick's primary focus will be developing and implementing advisor centric procedures to help mitigate the inherit risks assumed as a RIA and an IAR while providing full disclosure and understanding of our services to our clients.
Create.
Manage.
Focus.
Strategy.
Jeff Riesberg
Jeff brings 13 years of creating and managing individual financial plans to Quvant. In his role, Jeff will focus primarily on two groups: new and existing Quvant IARs and new and existing clients of Quvant not assigned to a field Advisor. He will be an in-house expert and resource on the financial software suite and SmartRisk portfolio offering for our field IARs . As an integral part of the Quvant growth strategy, Jeff will help grow the national footprint of Quvant, while providing customized financial plans to his client base.
Jeff brings 13 years of creating and managing individual financial plans to Quvant. In his role, Jeff will focus primarily on two groups: new and existing Quvant IARs and new and existing clients of Quvant not assigned to a field Advisor. He will be an in-house expert and resource on the financial software suite and SmartRisk portfolio offering for our field IARs . As an integral part of the Quvant growth strategy, Jeff will help grow the national footprint of Quvant, while providing customized financial plans to his client base.
Establish.
Coordinate.
Move.
Manage.
Anthony Fenner
With experience in banking operations including money movements, Anthony has a keen eye for the details. Anthony is constantly on the look-out for more efficient ways to complete tasks with the goal to increase growth and profitability of our advisors. On a day-to-day basis, Anthony's focus is to provide exceptional home office support which allows Advisors to efficiently and effectively run their practice.
Anthony is not a registered investment advisor.
With experience in banking operations including money movements, Anthony has a keen eye for the details. Anthony is constantly on the look-out for more efficient ways to complete tasks with the goal to increase growth and profitability of our advisors. On a day-to-day basis, Anthony's focus is to provide exceptional home office support which allows Advisors to efficiently and effectively run their practice.
Anthony is not a registered investment advisor.