Joseph F. Rinaldi, CIO & COO
Senior Managing Director
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.
Carol Rose Flaum
Carol Rose Flaum is a Registered Investment Adviser at Quantum Financial Advisors. Ms. Flaum graduated from CW Post College with a Master of Science in Medical Biology. Ms. Flaum has held the designation of Chartered Life Underwriter (CLU) since 1996 and the designation of Life Underwriter Training Council Fellow (LUTCF). Ms. Flaum specializes in long term care and health insurance.
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