The broad-based consulting experience of Quincy Capital Partners collaborates with you to manage, measure, and implement cost-effective solutions.
President & Founder
Quincy Capital Partners, LLC
An innovative financial sales professional, he has over three decades of experience in distribution of mutual funds, separate accounts, college savings plans, ETF models, and 401k plans. He has built teams as a divisional and national sales manager. Having developed and maintained numerous long-term relationships with clients, Paul connects the independent wholesaler to independent asset managers. His strong practice management skills have enabled many wholesalers and advisors achieve success.
Prior to founding Quincy Capital Partners, Paul served as a Managing Director for Claymore Securities and was a top-performing wholesaler at Sentinel Investments, Putnam Investments and MFS. He holds FINRA Series 24, 6, 7, 63 and 65 securities licenses.
Paul graduated with a B.S. Double Major in Finance and Management from Providence College, Providence, RI. A native of Quincy, MA, he now resides with his family in Sleepy Hollow, IL.
Securities offered through Investment Planners, Inc. (Member FINRA/SIPC), 226 W. Eldorado St., Decatur, IL 62525
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