David is responsible for Family Investment Advisory Services at Quadrant Partners and chairs the Investment Committee. He also leads the firm’s due diligence efforts on alternative asset classes.
Prior to forming Quadrant Partners, David spent almost thirty years in wealth management in a variety of roles. He has developed a suite of competencies including providing tax-efficient portfolio construction advice for wealthy families with significant equity portfolios, sourcing and underwriting solutions for investors with concentrated stock positions, and performing due diligence on alternative investment management firms. His investment advisory career has included positions with a variety of firms across the country including Gulfstream Investment Research, a firm he founded to provide tax and investment structuring advice to affluent families.
David has achieved the Chartered Financial Analyst (CFA) and Chartered Life Underwriter (CLU) designations and is a member of the CFA Institute.
David currently serves on the Board of Directors and the Investment Committee for Camp Joy.
Patrick is responsible for business administration, operations and compliance at Quadrant Partners.
Prior to forming Quadrant Partners, Patrick held a variety of positions in the banking, accounting, telecommunications and media industries. Patrick’s work experiences have included finance, business development and operations positions with leading firms in New York, San Francisco, Shanghai, Sydney, and Cincinnati.
Patrick graduated from Tulane University with a BA in History and later earned his MBA at the Thunderbird Graduate School for International Business. During his time there, he attended Chinese universities in Shanghai and Beijing. Patrick has also achieved the CERTIFIED FINANCIAL PLANNER™ certification.
Patrick currently serves on the Board of Trustees for the Boys & Girls Clubs of Greater Cincinnati.
John is responsible for Family Wealth Planning at Quadrant Partners.
Prior to forming Quadrant Partners, John spent 16 years advising affluent families on their wealth management needs. His experience includes servicing a select number of ultra-high-net worth families in every aspect of their financial situation including asset and risk management, estate and wealth planning, and cash flow management with investment firms in Los Angeles and Cincinnati. John also has extensive experience advising and designing strategies for individuals who hold concentrated equity positions.
John graduated cum laude from Vanderbilt University with a degree in Economics. He has achieved the Chartered Financial Analyst (CFA) designation.
John currently serves as a member of the Cincinnati Estate Planning Council and as a Board Member for the Cincinnati Tennis Club.
