The broad-based collective experience of our management team enables us to evaluate opportunities with greater insight and implement realistic cost-effective solutions.
An experienced financial sales professional himself, Paul enjoys hard work, challenging assignments and empowering others to raise their level of performance. Having developed and maintained numerous long-term relationships with clients, colleagues, and industry leaders over decades of achievement, Paul is ideally suited to bring the flexible new potential of independent wholesaling to independent asset managers.His strong practice management skills have enabled scores of wholesalers and advisors to reach a platinum level of performance.
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. He resides with his family in Sleepy Hollow, IL.
To contact Paul:
Andrew J.F. Hamilton 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.
Andrew earned a B.A. from Hobart College in 1987. He resides with his family in Indianapolis, IN.
To contact Drew:
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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.