Quantum Private Wealth, a boutique advisory business inspired by the extended family office model, has launched operations in Chicago.
Based in the greater Chicagoland-area, the firm will offer wealth management and tailored investment management services.
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The business will serve HNWIs, trusts and foundations. It aims to serve customers as a fiduciary.
The firm further noted that it will offer customised advice depending on each customer’s short-term liquidity requirements and long-term goals.
Jim Perkins will spearhead the business as its CEO.
Todd Gambit has been appointed as the senior adviser and chief compliance officer of the firm.
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By GlobalDataJennifer Morreale will hold the role of senior client service administrator.
Perkins has spent 35 years as an adviser.
He formerly had stints at SVP Wealth Management, UBS, and Deutsche Bank.
In a 29-year asset management career, Gambit worked at Gambit Asset Management, Chicago Partners Wealth Advisors, and Bank of Montreal.
Perkins stated: “Why would we launch during a crisis like this? Candidly, the timing is perfect because this volatile market has brutally exposed the shortcomings of the models that large investment firms and robo-advisers use in representing their clients.”
“We actually know our clients. That’s quite different than just assigning investment models to aggregated groups of clients because they’re in the same age range or have amassed a similar amount of money,” Perkins added.
