QuantumView Wealth Management

Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.


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Team photo for QuantumView Wealth Management
Team photo for QuantumView Wealth Management

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Advisors

Advisor photo for Neal Siena

Neal Siena

CIMA®

Financial Advisor

President of QuantumView Wealth Management
Visit Neal Siena's website


Team

Adam Sloane CFA®

Adam Sloane CFA®

Financial Planning Specialist,

Investment Specialist

Personal Intro

Adam has spent the last 10 years in the fintech industry. He served as CFO of Crest Hill Capital and Mantis Funding, spent five years at Deutsche Bank as controller for the equity derivatives trading desks. His career started at Thomson Reuters in 2004 as an investment banking product consultant. Adam is a CFA charter holder with an MBA from the Zicklin Business School at Baruch College with a BS from Cornell University.

Qualifications

  • CFA®
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Elissa Levy

Elissa Levy

Client Service Coordinator