TEAMWORK TRUST EXPERTISE

QUORUM (noun) ˈkwȯr-əm:

A SELECT GROUP; THE KEY NUMBER OF PEOPLE REQUIRED TO MAKE DECISIONS.

We know that two heads are often better than one, and that there's real power in team work. That's true of anything, but it's particularly true when it comes to complex financial situations. When we broke away from Merrill Lynch to create our new, independent firm, we knew we wanted to tap into the power of partnership. That starts with our internal team and expands to the many attorneys, accountants, and specialists we work with every day. Our collaborative approach puts us in a position to comprehensively manage risk, watch for opportunities, and simplify your finances.

When you work with Quorum Private Wealth, you get:

Meet our West Coast team

MIKE BARRY

Managing Partner

KELLY MILLIGAN

Managing Partner

AMANDA MILLER

Registered Senior Wealth Associate

COURTNEY RAPA

Registered Senior Wealth Associate

RICA TANOD

Senior Wealth Associate

MICHELLE LE

Wealth Associate

ASH HASSAN

Wealth Associate

BARBARA PROSSER

Office Manager

Meet our East Coast team

SUNNY SPRINGER

Registered Wealth Associate

AWARDS AND RECOGNITION

To name just a few of the most recent accolades for Quorum Private Wealth. Of course, past performance doesn't predict future results and individual experiences may vary, but we're thrilled that the industry has seen and recognized our work helping clients.

More from Quorum

Number 4 candle on top of a chocolate cupcake.

Four years in the books

The traditional four-year anniversary gift is fruit, and we’re starting to see the fruits of our labors pay off in a real way.

Do independent wealth advisors have an edge on big firms?

Mike Barry explains what went into the founding partner's decision to break away from the large Wall Street firm where they built their careers.

Four years in business: What we learned

Mike Barry reflects on four years of independence. He covers the decision to name the firm Quorum, the accolades of the past four years, and what's next.