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.


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

View Larger


Advisor photo for Neal Siena

Neal Siena


Financial Advisor

President of QuantumView Wealth Management
Visit Neal Siena's website


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.


  • CFA®
View more
Elissa Levy

Elissa Levy

Client Service Coordinator