Meet your financial specialists.
As a Client Service Associate, Quinn’s responsibilities are to provide clients with top-tier service by providing timely and accurate processes of cashiering and client paperwork. Quinn operates as a liaison between clients, custodians, and internal team members to ensure an exceptional client experience.
Quinn has had a large interest in wealth management and investments since college and can trace his fascination with finances more generally even farther. From childhood, he always preferred saving rather than spending any money he may have earned, and when entering high school, he started to gain an interest in his finances once he got his first job. Also, he is a self-proclaimed people person who thoroughly enjoys helping others. Those two passions combined led him to wealth management.
Prior to joining SWP, Quinn held roles at a Chicago-area wealth management firm supporting a team of Senior Wealth Planners and at U.S. Bank in mutual funds administration.
Outside of the office, he enjoys taking his health and daily fitness very seriously, everything music, and soaking up the beautiful outdoors.
BS in Finance, Marquette University
Applied Investment Management Program, Marquette University