Joe Leo
Directeur Général chez Quartz Partners LLC
Profil
Joseph A.
Leo is currently the Chief Executive Officer & Managing Principal at Quartz Partners LLC.
Postes actifs de Joe Leo
| Sociétés | Poste | Début |
|---|---|---|
Quartz Partners LLC
 Quartz Partners LLC Investment ManagersFinance Quartz Partners LLC is an investment management company that offers research-driven portfolio solutions for financial advisors and employers. Quartz Partners is based in Troy, NY. The private company provides advisory solutions, outsourced CIO, technology, and back-office support to help build a scalable practice. The company also offers a turnkey 401(k) and HSA solution that prioritizes innovative investments, liability protection, and cost efficiency. The company's investment strategies are designed for flexibility through all market environments, and they manage their investment strategies in real-time and dynamically adjust portfolio allocations as market conditions inevitably change. | Directeur Général | - |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Quartz Partners LLC
Quartz Partners LLC Investment ManagersFinance Quartz Partners LLC is an investment management company that offers research-driven portfolio solutions for financial advisors and employers. Quartz Partners is based in Troy, NY. The private company provides advisory solutions, outsourced CIO, technology, and back-office support to help build a scalable practice. The company also offers a turnkey 401(k) and HSA solution that prioritizes innovative investments, liability protection, and cost efficiency. The company's investment strategies are designed for flexibility through all market environments, and they manage their investment strategies in real-time and dynamically adjust portfolio allocations as market conditions inevitably change. | Finance |
