Department: Operations
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Mark Cecchini, CFP®
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Mark Cecchini is a highly experienced financial advisor with over 10 years of wealth management experience. As Quadrant’s Director, Wealth Solutions, Mark advises on the strategic direction of the firm’s wealth planning vertical. Working closely with clients, Mark provides customized financial solutions that align with their unique needs. Mark cares…
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Jason Doughtry
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Jason joined Quadrant in June 2018. He is a Florida native and financial professional who resides in Emmaus, PA. He has been employed in the financial services industry for over 20 years. His experience includes being a financial advisor at Valic Financial Advisors, Trading and Operational support at Bank of…
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Becky Flynn
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Becky joined the team at Quadrant’s inception. After receiving her bachelor’s degree in marketing from Villanova University, she worked for Merrill Lynch in client services. She supports the Quadrant team by working with clients to address questions promptly and accurately. Client service is Becky’s utmost priority. Each client is treated…
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Kristen Quirk
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Kristen joined Quadrant in March 2023. Her focus is managing the firm’s marketing and branding verticals, investor relations and human capital. Charged with scaling Quadrant’s brand footprint, Kristen actively seeks best practices in external client relations and building a sound internal team culture. Kristen also oversees the firm’s charitable endeavors.…
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Mona Campos
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Mona joined Quadrant Private Wealth in February of 2020. She works closely with all members of the team to support client needs and ensure excellent customer service. Mona joins Quadrant from Merrill Lynch where she gained diverse experience in a number of roles, including working in the retirement department, as…
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Lisa Morano
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With a background of more than 30 years as a paralegal with a local attorney, Lisa has a commitment to excellent customer service. She graduated from Moravian College with a Bachelor’s degree in Accounting. Lisa supports Quadrant by assisting our clients with her extensive knowledge in trust and estate servicing.…
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Jonathan Mack
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Jon brings extensive operational experience and a sound understanding of markets to the team. He graduated from Penn State University in 1996 with a bachelor’s degree in business administration. Jon is focused on actively managing a unique sector of our client segment and cultivating new relationships. He also supports our…
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Conor Zellner
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As Vice President, Finance, Conor supports the firm’s investment functions and works with both new and existing clients. Before joining Quadrant in 2022, Conor served in a variety of finance-based roles. He worked as a Senior Financial Analyst at Choice Logistics leading client-side analytics for both domestic and international business…
