Joseph Rinaldi

Series 65, Series 7, Series 3
Personal Finance, Retirement, Investing
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“Joseph Rinaldi is a successful entrepreneur, investment mogul, seasoned educator with high integrity and values. He is proud of his legacy and most importantly puts his clients best interest ahead of the companies and his own.”
Firm:

Quantum Financial Advisors

Job Title:

Senior Managing Director

Biography:

Mr. Joseph Rinaldi is a registered investment advisor, the Senior Managing Director and President of Quantum Financial Advisors.

Mr. Rinaldi graduated from Hofstra University with a BBA and earned his MBA from Pace University. Mr. Rinaldi has worked in capital markets for nearly three decades for companies such as Dimes Savings Bank, Morgan Stanley, Maryland National Bank (now Bank of America) and The Resolution Trust Corporation. His career has encompassed asset securitization, risk management, and trading. During the S&L debacle he traded over $40 Billion worth of assets from banks he took over for the government. Afterwards, he started his own SEC investment advisory firm that has a successful 19 year track record. 

In addition, he teaches "Futures, Options, and Derivatives" at the Robert H. Smith School of Business at the University of Maryland and the Stern School of Business at New York University to both graduate and undergraduate students. He also co-authored, "A Beginning Guide to Alternative Assets" with Dr. Howard Lodge. 

Education:

BS, Finance, Hofstra Universty
MBA, Finance and Information Systems, Pace University

Assets Under Management:

$75 million

Fee Structure:

Flat
Hourly
Asset-Based

CRD Number:

113563

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