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We are a boutique investment firm focused on actively managed investment strategies.

Our clients include both traditional institutional investors and private client high net worth individuals. Quantum Capital Management is an independent SEC registered investment advisor.

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Strategies

Concentrated Equity

Quantum Mid Cap

Primary Benchmark:
Russell Mid Cap
Secondary Benchmark:
Russell Mid Cap Growth
Inception:

Quantum SMall cap

Primary Benchmark:
Russell 2000
Secondary Benchmark:
Russell 2000 Growth
Inception:

Quantum SMid Cap

Primary Benchmark:
Russell 2500
Secondary Benchmark:
Russell 2500 Growth
Inception:

Quantum MICRO cap

Primary Benchmark:
Russell Micro Cap
Inception:
Hedged Equity

Quantum HEDGED EQUITY

Primary Benchmark:
Morningstar Long/Short Equity
Secondary Benchmark:
S&P 500
Inception:
International Equity

QUANTUM INTERNATIONAL ADR

Primary Benchmark:
MSCI AC World (ex-US)
Inception:

Team

Howard B. Aschwald, CFA Chief Investment Officer / Portfolio Manager

Mr. Aschwald is the Chief Investment Officer and leads the U.S. and International Large Cap team. Prior to co-founding Quantum Capital in 1996, Mr. Aschwald started his investment career in 1983 with Morgan Stanley. He then joined the investment management firm of Stein Roe as a technology analyst and portfolio manager. He graduated from the U.S. Naval Academy at Annapolis and recently retired as a Captain in the Naval Reserve. Mr. Aschwald has two MBA's from Golden Gate University. He is a member of the CFA Institute and the CFA Society of San Francisco.

Andrew M. Boone, CFA Research Analyst

Mr. Boone is a Research Analyst on the Concentrated Equity team. Prior to joining Quantum in 2018, he was a Vice President at JMP Securities covering the Internet sector. He had primary coverage of programmatic advertising while supporting research across online advertising, online marketplaces, online travel agencies, eCommerce, among other sub sectors. Mr. Boone previously worked as a consultant for Grant Thornton and began his investment career as an analyst with Mosaic Financial Partners. He graduated from the University of Southern California in 2006 and received his MBA from The University of Texas at Austin in 2012. He is a member of the CFA Institute and the CFA Society of San Francisco.

Kevin T. Carrington, CFA Research Analyst

Mr. Carrington is a Research Analyst on the Concentrated Equity team. Prior to joining Quantum Capital, Mr. Carrington held positions as a senior analyst at Franklin Templeton Group, portfolio manager at Partech International and portfolio manager at Harmony Capital. Mr. Carrington graduated from California State University, Chico in 1992, and received his MBA from Haas School of Business, University of California, Berkeley in 1998. He is a member of the CFA Institute and the CFA Society of San Francisco.

Timothy D. Chatard, CFA Director of Research/Portfolio Manager

Mr. Chatard is the Director of Research and leads the Concentrated Equity team. Prior to joining Quantum Capital, Mr. Chatard held positions as an analyst at Morgan Stanley, portfolio manager at Franklin Templeton Group, portfolio manager at Sterling Johnston Capital Management, and portfolio manager at Tano Capital (the family office of the Franklin Templeton founders). Mr. Chatard graduated from the University of California, Berkeley in 1991, and received his MBA from Harvard Business School in 1996. He is a member of the CFA Institute and the CFA Society of San Francisco.

John D. Clifford, CFP® Chief Operations Officer/Head Trader

Mr. Clifford is the Chief Operations Officer and Head Trader. Prior to joining Quantum Capital, Mr. Clifford was the Head Trader and Market Analyst for Catalyst Investment Management for ten years. He then moved to the sell side for two years at Jones Trading, LLC as an equity and options sales trader covering hedge fund and mutual fund clients. Both at Catalyst and at Jones, Mr. Clifford specialized in small and mid-cap block trading and sourcing natural liquidity in an effort to minimize market impact for less liquid stocks. Professional areas of interest include operational efficiency, equity market structure, and the role of high frequency trading and dark pools. Mr. Clifford is a CERTIFIED FINANCIAL PLANNER™ professional. Mr. Clifford graduated from UC Davis with a BS in Biochemistry.

Peter M. Coen Director, Operations and Trading

Mr. Coen is the Director of Operations and Trading. Prior to joining Quantum Capital, Mr. Coen held positions in operations, trading, and strategic planning and analysis at Allianz Global Investors, Natixis Global Asset Management, and Ashfield Capital Partners. Mr. Coen graduated from University College Dublin, Ireland with a BA in History.

John M. Fritzinger Managing Director

Mr. Fritzinger is responsible for leading the firm’s business development and marketing effort. With twenty years of industry experience, he has held similar roles with Zazove Associates, Sterling Johnston Capital Management, RS Investments and Fremont Investment Advisors. Mr. Fritzinger graduated from Fort Lewis College in Colorado with a BA in Finance.

Kevin C. Lee, CFA Research Analyst

Mr. Lee is a Research Analyst on the Concentrated Equity team. Prior to joining Quantum Capital, Mr. Lee held positions as a research associate at The Capital Group, senior research associate at Wedbush Securities, research associate at Citigroup Investment Research, and an analyst at Merrill Lynch. Mr. Lee graduated from The University of Pennsylvania in 2003, and received his MBA from The University of Chicago in 2008. He is a member of the CFA Institute and the CFA Society of San Francisco.

Xuan Wang Client Relations and Operations

Ms. Wang brings to Quantum Capital eight years of experience in Project Management, Client Relations and Operations. Ms. Wang is directly responsible for all client relations and account operations including the initial on boarding process, the receipt and transfer of assets with various internal and external parties, coordinating the movement of cash per client instructions, and quarterly reporting. Ms. Wang assists as Quantum’s compliance administrator. Prior to joining Quantum, she served as a Project Assistant for the Investment Informational program for BOCO Inter-Telecom, Co. and Executive Assistant at Guangzhou Hangxin Aviation Technology in Guangzhou, China where she was promoted to Project Manager and worked for governmental project to build up marketing agreements and hold events and conferences. Ms. Wang worked at the Port of Oakland in the Social Responsibility Division assisting in the maintenance of vendors’ databases. Ms. Wang is fluent in Mandarin and English. She graduated from Xi’an University of Science Technology in Shaanxi, China with a B.S. in Communication Technology. Ms. Wang is a member of the Association of Certified Fraud Examiners.

Daniel C. Young, CFP®, CFE Chief Compliance Officer

Mr. Young is the Chief Compliance Officer. Mr. Young has over twenty-five years of experience in finance, economics and portfolio management as a Senior Manager at Price Waterhouse Coopers, and as a Product and Portfolio Manager for multi-asset strategies at WHV Investments. He has developed assets internationally and is a featured speaker on investments, anti-fraud, and macroeconomic topics globally. He is a Research Analyst on the U.S. and International Large Cap team. Mr. Young holds a BS in Accounting and Economics from Southern Connecticut State University and an MBA in Finance from the University of New Haven. He is a CERTIFIED FINANCIAL PLANNER™ professional and Certified Fraud Examiner (CFE).

CONTACT

Main Office
Transamerica Pyramid
  • 600 Montgomery Street, 40th Floor
    San Francisco, CA 94111
Sterling Bank & Trust logo

Quantum Capital is an independent, wholly owned subsidiary of Sterling Bank & Trust, FSB, sterlingbank.com, and is the investment manager for Sterling Private Bank sterlingprivatebank.com.

  • Global Investment Performance Standards logo
  • Ashland Verified logo

Quantum Capital Management is an independent registered investment adviser. Quantum Capital Management claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute. CFA Institute has not been involved in the preparation or review of this report/advertisement. To view a complete list and description of composites or a full disclosure presentation please email info@quantumcap.com or contact us at 415.738.0288. The full disclosures can also be found above on this page.

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