Joseph F. Rinaldi
President & CIO
Mr. Joseph Rinaldi is a registered investment advisor, the Senior Managing Director and President of Quantum Financial Advisors. Mr. Rinaldi graduated from Hofstra University with a BBA and earned his MBA from Pace University. Mr. Rinaldi has worked in capital markets for nearly three decades for companies such as Dimes Savings Bank, Morgan Stanley, Maryland National Bank (now Bank of America) and The Resolution Trust Corporation. His career has encompassed asset securitization, risk management, and trading. During the S&L debacle he traded over $40 Billion worth of assets from banks he took over for the government. Afterwards, he started his own SEC investment advisory firm that has a successful 19 year track record. In addition, he teaches "Futures, Options, and Derivatives" at the Robert H. Smith School of Business at the University of Maryland and the Stern School of Business at New York University to both graduate and undergraduate students. He also co-authored, "A Beginning Guide to Alternative Assets" with Dr. Howard Lodge.
Howard R. Lodge, PhD
Director of Alternative Assets
Dr. Howard Lodge is a registered investment advisor and Director of Alternative Assets for Quantum Financial Advisors. Mr. Lodge received his PhD from Indiana University in Bloomington, IN. He started as an academic, doing neural modeling of the eye, who eventually went to Wall Street and did mathematical modeling of derivatives for 18 years. He was the head of derivatives for several Fortune 500 firms and recently retired from Western and Southern in Cincinnati, Ohio where he managed a $4 Billion dollar portfolio of Alternative Assets. In addition, he co-authored, "A Beginning Guide to Alternative Assets" with Mr. Joseph Rinaldi.
Elliot Noma, PhD
Director of Structured Finance & Research
Dr. Elliot Noma is a Registered Investment Advisor and the Director of Structured Finance and Asset Valuation for Quantum Financial Advisors. Mr. Noma graduated from the University of Michigan with a PhD in Mathematical Psychology. Dr. Noma has worked with many of the blue-chip firms on Wall Street, such as Deutchse Bank, Merrill Lynch, and Solomon Brothers Asset Management (SBAM). Dr. Noma has served on the Financial Risk Manager exam committee within the Global Association of Risk Professionals, and currently sits on the editorial board for The Investment Professional, a publication of the New York Society of Security Analysts. Dr. Noma specializes in structured finance, asset valuation, and technical trading.
Andrew Bernard Martin, CPA & CFE
Director of Audit & Compliance
Mr. Andrew Bernard Martin is a Registered Investment Adviser and the Director of Audit & Compliance for Quantum Financial Advisors. Mr. Martin graduated from Binghamton University with a Master of Science in Accounting and has held the Certified Public Accountant (CPA) designation since 1990. In addition, Mr. Martin serves as a state assemblyman for the State of Nevada, Managing Partner of Martin & Wall, and is a Certified Fraud Examiner (CFE). Mr. Martin Specializes in accounting, tax, and audits.
J. Andre Weisbrod
Managing Director of National Sales
Mr. Weisbrod has been in the financial services business since 1981 and loves to help individuals, families, businesses and organizations create, manage, and utilize wealth. He joined Quantum in 2018 after the mergering of STAAR Financial Advisors which he ran with Quantum. He is an award-winning author, speaker, financial planner as well as founder of a private equity fund. He has had articles published in a variety of newspapers, magazines and newsletters, has been interviewed by publications such as the Wall Street Journal, Investors Buiness Daily, Mutual Funds Magazine and Seeking Alpha, quoted by commentators such as Paul Harvey, and has appeared on numerous radio and TV shows, including on KDKA, Thestreet.com, Reuters TV and Business News Network. Mr. Weisrod is actively involved in church and community affaairs and is commited to the well being of individuals, families and businesses.
Joseph Schmelzle is a Certified Public Accountant, President of Pro Finance Accounting & Tax Services and is an independent Registered Investment Adviser with Quantum Financial Advisors, Inc. Mr. Schmelzle received his MBA from University of Rochester where he studied Finance and Applied Economics. Mr. Schmelzle has been a CPA for over twenty years and he is licensed in the state of Maryland, Virginia and Washington, DC. Mr. Schmelzle truly enjoys being a CPA; he does financial statement auditing and preparation, tax preparation and planning, bookkeeping services and financial consulting.
Quantum Financial Advisors is a comprehensive financial services firm committed to helping you improve your long-term financial success through personalized service and expertise.
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