Howard B. Aschwald, CFA
Chief Investment Officer / Portfolio Manager
Mr. Aschwald is the Chief Investment Officer and leads the U.S. Large Cap Hedged Equity 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.
Kevin T. Carrington, CFA
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.
Jon M. Fritzinger
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
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.
Ian M. Robertson
Mr. Robertson is a Research Analyst on the Concentrated Equity team. Prior to joining Quantum Capital, Mr. Robertson held positions as an analyst at Osmium Partners, a long-short US equity hedge fund, and BayStreet Research, an independent research boutique that provides primarily equity research. Mr. Robertson graduated from Whitman College in 2006, and received his MBA from Haas School of Business, University of California, Berkeley in 2012.
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. Large Cap Hedged Equity 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).