Joseph Rinaldi, Financial Advisor
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Joseph Rinaldi, Financial Advisor Email & Phone Number

President, CFO and CIO at Quantum Financial Advisors
Location: Washington DC-Baltimore Area, United States, United States 11 work roles 3 schools
1 work email found @qfainc.com 3 phones found area 301 and 202 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email j****@qfainc.com
Direct phone (301) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
President, CFO and CIO
Location
Washington DC-Baltimore Area, United States, United States
Company size

Who is Joseph Rinaldi, Financial Advisor? Overview

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Quick answer

Joseph Rinaldi, Financial Advisor is listed as President, CFO and CIO at Quantum Financial Advisors, a company with 38 employees, based in Washington DC-Baltimore Area, United States, United States. AeroLeads shows a work email signal at qfainc.com, phone signal with area code 301, 202, and a matched LinkedIn profile for Joseph Rinaldi, Financial Advisor.

Joseph Rinaldi, Financial Advisor previously worked as President, CFO & CIO at Quantum Financial Advisors and Adjunct Professor at The Johns Hopkins University - Carey Business School. Joseph Rinaldi, Financial Advisor holds Bba, Finance And Economics from Hofstra University, Zarb School Of Business.

Company email context

Email format at Quantum Financial Advisors

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*@qfainc.com
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AeroLeads found 1 current-domain work email signal for Joseph Rinaldi, Financial Advisor. Compare company email patterns before reaching out.

Profile bio

About Joseph Rinaldi, Financial Advisor

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 |

Listed skills include Portfolio Management, Investments, Fixed Income, Capital Markets, and 46 others.

Current workplace

Joseph Rinaldi, Financial Advisor's current company

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Quantum Financial Advisors
Quantum Financial Advisors
President, CFO and CIO
Washington, DC, US
Website
Employees
38
AeroLeads page
11 roles · 37 years

Joseph Rinaldi, Financial Advisor work experience

A career timeline built from the work history available for this profile.

President, Cfo & Cio

Current

Rockville, Maryland, US

Recognized 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.

Jun 1996 - Present

Senior Consultant

Current
Qfa Capital Consultants, Llc

Consulting firm that focuses on valuation of esoteric derivatives, real estate, other financial assets and financial analyses. Also serves as PT CFO to small businesses.

Oct 2010 - Present

Adjunct Professor

CN

Taught 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.

Jul 2018 - Sep 2018

Senior Capital Markets Specialist

Resolution Trust Corporation

Assisted 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.,

Sep 1991 - Sep 1994

Vice President, Securitization & Risk Management

Mnc Financial

Manager of Asset Securitization Group, Risk Management and product Development.

1989 - 1991 ~2 yrs

Sales & Trading, Mortgage Backed Securities

New York, NY, US

Sales and Trading, Mortgage Securitization and Risk Management

Jun 1986 - Jan 1988

Senior Portfolio Manager

Fhlb New York

Senior portfolio manager responsible for the oversight of $500 million of excess liquidity.

Jan 1985 - May 1986
Team & coworkers

Colleagues at Quantum Financial Advisors

Other employees you can reach at qfainc.com. View company contacts for 38 employees →

3 education records

Joseph Rinaldi, Financial Advisor education

Bba, Finance And Economics

Hofstra University, Zarb School Of Business

Mba, Investments & Mis

Pace University - Lubin School Of Business

Master Of Business Administration - Mba, Investments And Securities

Pace University - Lubin School Of Business
FAQ

Frequently asked questions about Joseph Rinaldi, Financial Advisor

Quick answers generated from the profile data available on this page.

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 Quantum Financial Advisors?

Joseph Rinaldi, Financial Advisor is listed as President, CFO and CIO at Quantum Financial Advisors.

What is Joseph Rinaldi, Financial Advisor's email address?

AeroLeads has found 1 work email signal at @qfainc.com for Joseph Rinaldi, Financial Advisor at Quantum Financial Advisors.

What is Joseph Rinaldi, Financial Advisor's phone number?

AeroLeads has found 3 phone signal(s) with area code 301, 202 for Joseph Rinaldi, Financial Advisor at Quantum Financial Advisors.

Where is Joseph Rinaldi, Financial Advisor based?

Joseph Rinaldi, Financial Advisor is based in Washington DC-Baltimore Area, United States, United States while working with Quantum Financial Advisors.

What companies has Joseph Rinaldi, Financial Advisor worked for?

Joseph Rinaldi, Financial Advisor has worked for Quantum Financial Advisors, The Johns Hopkins University - Carey Business School, Qfa Capital Consultants, Llc, Cupl, and Nyu Stern School Of Business.

Who are Joseph Rinaldi, Financial Advisor's colleagues at Quantum Financial Advisors?

Joseph Rinaldi, Financial Advisor's colleagues at Quantum Financial Advisors include Jeremy Fox, Henry Caplan, Yagmur Cinel, Jackson Lou, and Patrick Hanley.

How can I contact Joseph Rinaldi, Financial Advisor?

You can use AeroLeads to view verified contact signals for Joseph Rinaldi, Financial Advisor at Quantum Financial Advisors, including work email, phone, and LinkedIn data when available.

What schools did Joseph Rinaldi, Financial Advisor attend?

Joseph Rinaldi, Financial Advisor holds Bba, Finance And Economics from Hofstra University, Zarb School Of Business.

What skills is Joseph Rinaldi, Financial Advisor known for?

Joseph Rinaldi, Financial Advisor is listed with skills including Portfolio Management, Investments, Fixed Income, Capital Markets, Asset Management, Finance, Banking, and Valuation.

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