Prime Quadrant Leadership Team

Thoughtful. Caring. Hardworking. Always in my corner. These are just some of the ways that our clients describe us.

Our team is composed of individuals that appreciate the uniqueness of client needs, the importance of process, and the significance of selecting the cream of the crop in every asset class.

We are experts in helping you ask the questions you should be asking about your wealth, assisting you in finding the most intelligent answers to those questions, and working with you to implement those answers into your financial picture.

Ian G. Rosmarin
Ian Rosmarin
Founder & Chairman

Mo Lidsky
Mo Lidsky
Chief Executive Officer

Davee Gunn
Davee Gunn
Principal & Managing Director

Jeremy Rosmarin
Jeremy Rosmarin
Principal & Managing Director

Andrew Doman
Andrew Doman
Chief Operating Officer

Terry Vaughan
Terry Vaughan
Senior Consultant

Jamie Spinner
Jamie Spinner
Senior Consultant

Peter Fink
Peter Fink
Senior Consultant & Director of Co-Investments

Peter Friend
Peter Friend
Senior Consultant

Adam Buzanis
Adam Buzanis
Director of Research

Trish Wilson
Trish Wilson
Director of Client Satisfaction

Reva Luft
Reva Luft
Director of Communications

Zubair Ladak
Zubair Ladak
Consultant

Stephen Joakim
Stephen Joakim
Operations Manager

Isaac Lempriere
Isaac Lempriere
Senior Research Analyst

Vincent Duggan
Vincent Duggan
Research Analyst

Iqbal BrarIqbal Brar
Controller

Jordan Cohen
Jordan Cohen
Private Client Associate

Janet Taylor
Janet Taylor
Private Client Associate

Ayo Deji AlabiAyo Deji Alabi
Private Client Associate

Julian PiroJulian Piro
Private Client Associate

Dennis LyDennis Ly
Investment Administration Associate

Sofia ZunigaSofia Zuniga
Private Client Associate

Jimmy HuangJimmy Huang
Operations Associate

Ashley FaintuchAshley Faintuch
Executive Assistant and Associate of Communications

Uri KleinUri Klein
Research Associate

Anne Marie EspirituAnne Marie Espiritu
Office Manager

Shaloke KaundsShaloke Kaunds
Operations Associate

The offering, sale, and/or distribution of the products or services described on this website are not intended for any U.S. Person. If you intend to obtain any product or service from Prime Quadrant that is described on this website, you must first inform Prime Quadrant whether you are a U.S. Person. This website and its contents do not constitute an offer or invitation to purchase or subscribe for any securities or a solicitation of any offer to sell any securities to U.S. Persons. “U.S. Persons” are generally defined as natural persons, residing in the United States or entities organized or incorporated under the laws of the United States. U.S. citizens living abroad may also be deemed “U.S. Persons”.

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