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Registered Investment Advisor & Money Management professional with extensive Capital Markets experience and Portfolio & Risk Management expertise. Serves as outside board member to emerging companies and non-profits. After 15 years of success on Wall Street and with Banking Institutions, he traded/managed/securitized over $40 billion dollars of capital market products during the S&L Thrift crisis and was on the Investment Committee for the U.S. Government overseeing Franklin Savings ($5 billion dollar Thrift). Founded Quantum Financial Advisors (QFA), Inc. in 1996 and has successfully grown the business over the past 20 years. QFA was recognized as one of “America’s Top Financial Advisors” for 2012 in an independent industry survey by Conquest Press, http://slidesha.re/AheOr3. The firm's focus is on producing exceptional investment returns for its clients, with lower portfolio/ market risk. The firm utilizes a proprietary delta-vega option trading model which is used as an overlay to our client portfolios. The firm customizes client portfolios. It utilizes asset allocation and sector rotation with multiple asset classes and rigorous risk management discipline that delivers superior returns and extra income at lower cost to our clients. As Adjunct Professor at the Charles H. Smith School of Business at The University of Maryland, The Stern School of Business at NYU, The Carey Business school at Johns Hopkins University, and China University of Political Science and Law. He enjoys mentoring students throughout their college career and teaching them all about futures, options, and derivatives.Connect with me: JRinaldi@qfainc.comFind out more about what I do: http://www.qfainc.com/Specialties: Portfolio & Asset Management | Financial Advisory | Investments & Investment Advisory | Wealth Management | Money Management | Capital Markets | Portfolio Risk Management | Managed Futures, Options, Derivatives | Structured Finance |
Quantum Financial Advisors
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- qfainc.com
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- 38
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President, Cfo And CioQuantum Financial AdvisorsWashington, Dc, Us -
President, Cfo & CioQuantum Financial Advisors Jun 1996 - PresentRockville, Maryland, UsRecognized as one of “America’s Top Financial Advisors” for 2012 in the latest independent industry survey by Conquest Press (http://slidesha.re/AheOr3), Quantum Financial Advisors (QFA), Inc. is a Washington D.C. – based Financial Advisory & Money Management firm serving high net-worth individuals and institutional clients.Our clients get customized portfolios based on our dynamically risk-managed approach that delivers exceptional returns, at lower risk, regardless of market conditions. Our uniquely proprietary hedge fund techniques look to asset allocation, sector rotation that utilizes multiple asset classes, and disciplined risk management to produce consistently superior returns with maximum asset protection, and at lower costs to our clients. We empower our clients with confidence and control in a long-term relationship that focusses on integrity, transparency, teamwork, and above all, exceptional client service and results. Our competitive advantage includes the following: The senior advisors of the firm have over a century of experience with Wall Street, Banks and Asset Management firms, all three teach as adjunct professors of finance at some of the nation's top business schools, all three are published authors and are speakers at the industry's top conferences and are subject matter experts. They are are on several boards of private companies & nonprofits and also serve as external CFOs to small corproations.OUR DELTA-VEGA OPTIONS TRADING MODEL MINIMIZES PORTFOLIO VIOLITILITY AND GENERATES EXTRA INCOME FOR OUR CLIENTS. THIS PROGRAM IS IDEAL GIVEN THE CURRENT MARKET CLIMATE.>301-296-6203 office | JRinaldi@QFAInc.com | QFAInc.com
Adjunct ProfessorThe Johns Hopkins University - Carey Business School Jan 2018 - PresentBaltimore, Maryland, UsEnjoy teaching my Derivatives class to graduate students.Senior ConsultantQfa Capital Consultants, Llc Oct 2010 - PresentConsulting firm that focuses on valuation of esoteric derivatives, real estate, other financial assets and financial analyses. Also serves as PT CFO to small businesses.
Adjunct ProfessorCupl Jul 2018 - Sep 2018CnTaught my Derivatives class in Beijing China with my dear friend and colleague Dr. Howard Lodge this summer. All 50 students ranked my class the best and most enjoyable. They all said they valued learning the REAL WORLD application of derivatives.
Adjunct Professor Of FinanceNyu Stern School Of Business Jan 2016 - Jan 2017New York, Ny, UsTeach Futures, Options and Derivatives
Adjunct ProfessorRobert H. Smith School Of Business, University Of Maryland Jan 2009 - Jan 2016College Park, Maryland, UsTeach Futures, Options, & Derivatives courses at the undergraduate and graduate levels.Senior Capital Markets SpecialistResolution Trust Corporation Sep 1991 - Sep 1994Assisted in bank resolutions, valued iliquid securities and other capital markets, securities non performing and perfoming assets into RTCMAE securities, traded other securities in a manor to maximize value to the taxpayor. Headed the central region team of three and was a derivative specialist.,Vice President, Securitization & Risk ManagementMnc Financial 1989 - 1991Manager of Asset Securitization Group, Risk Management and product Development.
Sales & Trading, Mortgage Backed SecuritiesMorgan Stanley Jun 1986 - Jan 1988New York, Ny, UsSales and Trading, Mortgage Securitization and Risk ManagementSenior Portfolio ManagerFhlb New York Jan 1985 - May 1986Senior portfolio manager responsible for the oversight of $500 million of excess liquidity.
Joseph Rinaldi, Financial Advisor Skills
Joseph Rinaldi, Financial Advisor Education Details
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Hofstra University, Zarb School Of BusinessFinance And Economics -
Pace University - Lubin School Of BusinessInvestments & Mis -
Pace University - Lubin School Of BusinessInvestments And Securities
Frequently Asked Questions about Joseph Rinaldi, Financial Advisor
What company does Joseph Rinaldi, Financial Advisor work for?
Joseph Rinaldi, Financial Advisor works for Quantum Financial Advisors
What is Joseph Rinaldi, Financial Advisor's role at the current company?
Joseph Rinaldi, Financial Advisor's current role is President, CFO and CIO.
What is Joseph Rinaldi, Financial Advisor's email address?
Joseph Rinaldi, Financial Advisor's email address is qf****@****ast.net
What is Joseph Rinaldi, Financial Advisor's direct phone number?
Joseph Rinaldi, Financial Advisor's direct phone number is +130129*****
What schools did Joseph Rinaldi, Financial Advisor attend?
Joseph Rinaldi, Financial Advisor attended Hofstra University, Zarb School Of Business, Pace University - Lubin School Of Business, Pace University - Lubin School Of Business.
What skills is Joseph Rinaldi, Financial Advisor known for?
Joseph Rinaldi, Financial Advisor has skills like Portfolio Management, Investments, Fixed Income, Capital Markets, Asset Management, Finance, Banking, Valuation, Risk Management, Financial Analysis, Financial Services, Derivatives.
Who are Joseph Rinaldi, Financial Advisor's colleagues?
Joseph Rinaldi, Financial Advisor's colleagues are Tyler Burgess, Caden Ritchey, Wanqing Chen, Joel Schoonover, Jackson Lou, Riley Chai-Onn, Logan Steren.
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