Designation: Client Service Manager

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…

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.…