Herman was named as one of Barron’s “Top 1,000 Financial Advisors in America” in 2009, 2010, 2011, 2012, 2013, and 2014. With more than 42 years of experience in the industry, Herman has seen ‘up’ markets, ‘down’ markets and ‘sideways’ markets. Analyzing both the big picture and the technical details, he is deeply committed to applying his seasoned experience for each client. Herm’s work is his life’s passion. Even as a veteran of the business, he constantly strives for professional growth to benefit clients. He holds the Certified Investment Management Analyst® (CIMA®) designation earned through the Investment Management Consultants Association in partnership with the Wharton School of the University of Pennsylvania.
Herman earned an MBA in Finance from Lehigh University and a Bachelor’s degree from Albright College . He enjoys being active and his favorite hobby is spending time with his wife, two dogs, two daughters and five granddaughters.
(Awards and recognitions by unaffiliated rating services, companies, and/or publications should not be constured by a client or prospective client as a guarantee that he/she will experience a certain level of results; nor should they be construed as a current or past endoresemtn of Quadrant or its representatives by any of its clients. Ranking published by magazines and others are generally based exclusively on information prepared an/or submitted by the recognized advisor. Barron’s awards are based primarily on an Adviser’s asset under mangement, contribution to the firm’s revenues and profits, and quality of service. Barron’s doesn’t seek explicit data on investment performance by advisors.)
Jason joined our team in 1997. His specialties include investment strategies designed to mitigate risk without sacrificing return, as well as liability management, and estate planning services.
He earned a dual degree with Honors in Economics and History from Bucknell University and has attained the Certified Private Wealth Advisor® (CPWA®) designation through the Investment Management Consultants Association and the University of Chicago Booth School of Business. Jason lives in Center Valley, Pennsylvania with his wife, three children and two yellow labs. He enjoys being active in his community through service on charitable boards, and spends his free time playing golf, ice hockey and soccer, and enjoying his family.
Kori joined our practice in 2007 after a 13-year career in commercial banking in Chicago and still has strong ties to the Midwest. There she worked with entrepreneurs, professionals, executives, and families on streamlining cash management related to their business interests, then transitioned careers to aid the same kinds of clients with their personal wealth concerns. Kori loves to help clients nurture an understanding of how and why they are invested. She also earned the Certified Private Wealth Advisor® (CPWA®) designation from the Investment Management Consultants Association in conjunction with The University of Chicago Booth School of Business and earned a Bachelor’s degree in Economics and Mathematics from Brown University.
Kori is married with three daughters and enjoys an active lifestyle. She works with several local committees promoting exercise and healthy activities in children and adults.
Brian focuses on offering advice and guidance for corporate retirement plans, retirement income planning and portfolio design to individual clients. Brian started with Merrill Lynch in 2002 and joined the Rij Group in 2008. Brian holds the Certified Financial PlannerTM (CFP®) certification awarded by the Certified Financial Planner Board of Standards Inc., the Chartered Financial Consultant (ChFC) designation, and the Chartered Retirement Planning CounselorSM (CRPC®) designation.
He earned a Bachelor’s degree in History from Lafayette College and remains active in the school as an alumnus. He is project- and goal-oriented and loves do-it-yourself work around his home and yard. His thorough and conscientious manner translates into great care and attention to detail on behalf of clients. Brian’s interests include ice hockey, fly fishing and triathlons. He resides in Bethlehem, Pennsylvania, with his wife and three children.
Frank focuses on cultivating meaningful, enduring relationships with individual investors, business owners, executive teams and strategic partners. Utilizing Quadrant’s differentiated investment management and wealth structuring philosophy, he works with clients to provide tailored financial solutions. In addition to his responsibilities as COO, Frank serves on the investment committee with a focus on private equity and alternative investments. He also leads the firms business development and community outreach efforts.
Prior to joining Quadrant in 2017, Frank served as Managing Director at Preferred, leading commercial and business development activities for the company’s international business unit. He has broad experience in the financial services sector, most recently working in the Investment Banking division of Leerink Partners in New York.
Frank earned his Bachelor’s degree in Finance with honors from Lehigh University, where he was a member of the football team. He is an avid sports fan and enjoys an active lifestyle with his growing family.
Michael joins Quadrant after interning with the firm for two years. In his role as a financial analyst he supports the firm’s investment functions, as well as working with new and existing clients. His work experience includes internships in investment banking and asset management.
Michael graduated cum laude from Moravian College with a B.A. in Financial Economics and a dual minor in Accounting and Management. He played baseball for the Greyhounds and was named the Landmark Conference Rookie of the Year in 2016 while also being named to the All-Conference team twice. Michael’s hobbies include skiing, deep-sea fishing and travel. He is active in the community through his work with the Young Life organization.
Jon brings extensive operational experience and a sound understanding of the culture of the markets to the team. He graduated from Penn State University in 1996 with a Bachelor’s degree in Business Administration. In addition, he holds the Chartered Retirement Planning CounselorSM (CRPC®) designation. Jon is focused on actively managing a unique sector of our client segment and cultivating new relationships. He also supports our groups operational and technology efforts.
Jon is civic-minded and served his community as the Mayor of Coopersburg, Pennsylvania for more than eight years. In addition, Jon enjoys spending time with family, golfing and being a basketball referee in local kids’ school and recreation leagues.
Becky joined the team when it was still at Merrill Lynch in 1999 after receiving her Bachelor’s degree in Marketing from Villanova University. She supports the team by working with clients to address questions promptly and accurately. Client service is Becky’s utmost priority. Each client is treated as an individual and Becky is a champion of getting the best answer to meet that client’s needs. She also handles all of the marketing for Quadrant.
Becky enjoys being active and spending time with her family. She volunteers with her church and her children’s school, coaches youth sports and is a board member of the Cancer Support Community of the Greater Lehigh Valley. Her avocation is gardening, exploring new recipes and healthy eating.
With a background of more than 30 years as a paralegal with a local attorney, Lisa has a commitment to excellent customer service. She graduated from Moravian College with a Bachelor’s degree in Accounting. Lisa supports Quadrant by assisting our clients with her extensive knowledge in trust and estate servicing. She is goal-oriented and works to complete client requests in a timely and accurate fashion. Lisa enjoys staying active and spending time outdoors hiking, biking and taking walks with her dog. She also enjoys volunteering her time at a local animal shelter.
Jason is a Florida native and financial professional who resides in Emmaus, PA. He has been employed in the financial services industry for over 20 years. His experience includes being a financial advisor at Valic Financial Advisors, Trading and Operational supoort at Bank of New York Mellon, and Municipal Bond Analyst at Salomon Smith Barney.
Jason holds a B.S. degree in Advertising from the University of Florida and a Master’s degree in Business Administration from the University of Tampa.
Jason joined Quadrant Private Wealth in June of 2018. He is a Registered Representative, holding FINRA General Securities Representative (Series 7) and Uniform Securities Agent State Law (Series 63) licenses.
His personal interests include sports, travel, reading, and keeping up with his active 7 year old daughter, Jillian.