Joseph Rinaldi is Senior Managing Director & CIO of Washington, DC-based boutique wealth & money management firm Quantum Financial Advisors, Inc. with an exceptional 15-year track record;
30 years of capital markets and asset management experience;
Clients are pension plans, endowment funds, non-profits, SMBs, and high net worth individuals;
Recognized in America’s Top Financial Advisors for 2012 by financial publisher Conquest Press;
Presents to CFOs and CIOs of small-to-medium-sized pension plans and endowment funds at events across the country;
Teaches finance courses on portfolio risk management at the University of Maryland’s Smith School of Business;
Gives back to the community by offering free lunch & learn educational seminars across the country;
Featured in Reuters, Yahoo News:
>> http://voices.yahoo.com/is-2012s-bleak-outlook-ruining-retirement-investing-11662340.html?cat=3
>> http://news.yahoo.com/joseph-rinaldi-quantum-financial-advisors-inc-recognized-among-080409986.html
>> http://news.yahoo.com/wake-continued-bleak-global-economic-outlook-quantum-financial-070814703.html
>> http://www.reuters.com/article/2011/11/15/us-usa-deficit-students-idUSTRE7AE1M920111115
1. QUANTUM FINANCIAL ADVISORS, INC.
Joseph Rinaldi, Senior Managing Director & CIO
Quantum Financial Advisors (QFA)
is a boutique financial services firm
with an exceptional fifteen-year
track record. Our customized
programs are designed to grow,
protect and preserve clients’ wealth
by delivering an unprecedented
level of personalized service and
expertise. The cornerstone of our
investment strategy is asset
allocation, sector rotation, and
utilizing portfolio insurance to
protect principal and generate extra
income. Our strategies are ideal for
the everyday investor, especially
during these challenging economic
times, and are sought-after as a
potential solution for reducing
negative funding gaps that plague
Rear, left to right: Steven Nunez, Jonathan Szakelyhidi many states’ pension plans.
Front, left to right: Joseph F. Rinaldi, Matya Magnezi, Juan J. Lulli
Senior Managing Director and CIO
Joseph Rinaldi leads the firm with thirty years of capital markets and asset management experience. Mr. Rinaldi is recognized in America s Top
Financial Advisors for 2012 by Conquest Press. He gives back to the community by teaching finance at the University of Maryland’s Robert H.
Smith School of Business. In addition, QFA offers free lunch & learn educational seminars across the country.
The firm’s stable of clients include, pension plans, endowment funds, non-profits, small-to-medium size corporations, and high net worth
individuals. QFA and Mr. Rinaldi are featured in Reuters, Yahoo News, America’s Top Financial Advisors 2012, and University of Maryland’s
Smith School of Business “Smith in the News.” Feel free to contact Joseph Rinaldi for a complimentary financial check-up of your investment
portfolio, pension plan, or business accounts: 202-955-9201 or JRinaldi@QFAinc.com.
1633 Q St. NW, Suite 230, Washington, DC 20009
T: 202-955-9201 • F: 202-955-9204
www.QFAinc.com • jrinaldi@qfainc.com