Kenneth Elliott, AAMS®

Partner - Director of Institutional Solutions at Quantum Portfolio Management
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
New York, New York, United States, US

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • Life Insurance Producer
    BANKING AND INSURANCE, NEW JERSEY DEPARTMENT OF
    May, 2021
    - Nov, 2024
  • Series 66
    FINRA
    Jan, 2020
    - Nov, 2024
  • Accredited Asset Management Specialist
    College For Financial Planning
    Jan, 2020
    - Nov, 2024
  • Series 7
    FINRA
    Nov, 2019
    - Nov, 2024
  • Securities Industry Essentials (SIE)
    FINRA
    Oct, 2019
    - Nov, 2024

Experience

  • Quantum Portfolio Management
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Partner - Director of Institutional Solutions
      • Jul 2023 - Present

      Working to provide sound financial advice, counsel, and asset management performance consistent with our institutional client's objectives, time horizon, and risk tolerance. Working to provide sound financial advice, counsel, and asset management performance consistent with our institutional client's objectives, time horizon, and risk tolerance.

  • Alex. Brown - Raymond James
    • United States
    • Financial Services
    • 200 - 300 Employee
    • Client Advisor - Private Wealth Management
      • Oct 2019 - Jul 2023

  • JPMorgan Chase & Co.
    • United States
    • Financial Services
    • 700 & Above Employee
    • Associate
      • Jan 2019 - Oct 2019

    • Analyst
      • Jun 2017 - Jan 2019

  • Bleakley Financial Group
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Private Wealth Management
      • Jun 2016 - Aug 2016

Education

  • Loyola University Maryland
    Bachelor of Business Administration - BBA, Finance, General
    2013 - 2017
  • Seton Hall Preparatory School
    2009 - 2013

Community

You need to have a working account to view this content. Click here to join now