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Jim Perkins personal email
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As the CEO and Chief Portfolio Manager of a boutique Wealth Management firm with locations in Illinois, Florida, and Michigan, I bring over 38 years of experience in financial services to guide our firm in assisting clients to achieve their present and future financial objectives. Our approach is rooted in behavioral finance, beginning with a comprehensive understanding of our clients and their values.I am dedicated to aiding our clients in attaining legacy wealth through the disciplined application of our firm's distinctive e3 investment model. Initially, we empower clients by generating a reliable income stream. Subsequently, we enhance their lifestyle with strategic and disciplined investing. Ultimately, we establish and implement a legacy platform to uplift those around them, extending beyond their lifetime ambitions.Our firm stands out as a fee-only fiduciary, uniquely equipped to counsel, construct, and execute a plan that resonates with your lifestyle goals and enduring vision. We serve as your trusted financial ally, offering impartial advice, strategic investments, and a level of service akin to a family office.After all, if money is a means, isn’t it time for it to mean more?
Quantum Private Wealth
View- Website:
- quantumprivatewealth.com
- Employees:
- 4
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Ceo, Managing PartnerQuantum Private WealthTampa, Fl, Us
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Board MemberRecovery Connections Of Central Florida Oct 2021 - Present
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Ceo, Managing PartnerQuantum Private Wealth Apr 2020 - PresentTampa, Florida, Us
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DirectorPlayability Toys, Llc. Apr 2016 - PresentUsI currently am a Board Member of a company dedicated to making toys for the hospital market and for children with special needs. -
Member Board Of DirectorsPlayability Toys, Llc. Apr 2017 - PresentUs
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Senior Vice President - Wealth Management, Senior Portfolio ManagerUbs Sep 2006 - Apr 2020Zurich, Ch -
Managing DirectorDeutsche Bank Oct 1993 - Oct 2006Frankfurt Am Main, Hessen, DeProvided Investment Management services for founders, entrepreneurs and high net worth generational families. -
Vice President - InvestmentsDeutsche Bank 1987 - 1993Frankfurt Am Main, Hessen, DeProvided Corp. Investment Services of DB to clients in the Chicago area, Omaha, Denver and Corpus Christie.
Jim Perkins Skills
Jim Perkins Education Details
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University Of Michigan -
Latin School Of Chicago
Frequently Asked Questions about Jim Perkins
What company does Jim Perkins work for?
Jim Perkins works for Quantum Private Wealth
What is Jim Perkins's role at the current company?
Jim Perkins's current role is CEO, Managing Partner.
What is Jim Perkins's email address?
Jim Perkins's email address is ji****@****ubs.com
What is Jim Perkins's direct phone number?
Jim Perkins's direct phone number is +184749*****
What schools did Jim Perkins attend?
Jim Perkins attended University Of Michigan, Latin School Of Chicago.
What skills is Jim Perkins known for?
Jim Perkins has skills like Wealth Management Services, Financial Advisory, Portfolio Management, Investment Strategies, Financial Services, Portfolio Design And Management, Asset Allocation, Wealth Transfer Strategies, Foundation Investment Management, Lgbt Wealth Strategies, Wealth Management, Investments.
Who are Jim Perkins's colleagues?
Jim Perkins's colleagues are Andrea Franzese O’brien.
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