New Chicago Area Wealth Firm Gets Off Launchpad

Editorial Staff

17 April 2020

Quantum Private Wealth, which operates in the Chicago area, launched this week with offices located in Lake Forest's historic Market Square.

The investment firm, which will work with high net worth individuals, trusts and foundations, is headed by its founder and chief executive Jim Perkins.

Todd Gambit, joins Perkins and assumes the role of senior advisor and chief compliance officer.

The business is modeled on the structure of an “extended family office”. It is set up as a Registered Investment Advisor, serving clients as a fiduciary.

Perkins has been an active advisor for nearly 35 years and previously served as SVP Wealth Management, a senior portfolio manager at UBS, and as managing director at Deutsche Bank. Gambit has 29 years of asset management experience, most recently heading Gambit Asset Management, previously serving as director/senior wealth advisor at Chicago Partners Wealth Advisors, and as managing director, interest rate derivatives at Bank of Montreal.

Jennifer Morreale, another appointee, brings more than 20 years of financial services experience to the firm and will serve as senior client service administrator.