The broad-based collective experience of our management team enables us to evaluate opportunities with greater insight and implement realistic cost-effective solutions.
An innovative financial sales professional himself, Paul 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.
To contact Paul:
Andrew J.F. Hamilton or Drew to his friends has been in the investment industry since 1987 and has served the investment advisor community with top tier investment firms.
Drew’s focus on structure and platform access helps emerging managers develop their brand in the marketplace. He has been a top-performing, innovative, highly motivated, results-driven sales and marketing professional with emphasis on Mutual Funds, ETFs, Retirement Plans, Closed End Funds. In addition, Drew has experience in complex and branch sales management from multiple years with Merrill Lynch.
Prior to joining Quincy Capital Partners, he served as a top-performing wholesaler at BlackRock, Merrill Lynch Asset Management and MFS Investments. He holds FINRA Series 6, 7, 63 and 65 licenses.
Drew earned a B.A. from Hobart College in 1987. A native of Bridgewater, MA, he now resides with his family in Indianapolis, IN.
To contact Drew:
When was the last time your distribution strategy had a check-up?
Chances are you are overdue.
Any information provided has been prepared from sources deemed to be reliable, but is not guaranteed to be a complete summary or statement of all available data necessary for making an investment decision. Past performance is not a guarantee of future results. Price and yield are subject to daily change and as of the specified date. Any information provided is for informational purposes only and does not constitute a recommendation. Please consult your financial advisor for suitability, risk analysis and other financial planning suggestions. All rights reserved.