Davey Quinn

About Davey Quinn

I approach life the same way I approach a game of football - hit the line hard\"​-Teddy RooseveltMy name is Davey and I run a boutique wealth management firm, Pine Harbor Wealth Management. We help individuals create a holistic goals-based financial plan and we build resilient investment portfolios. I believe personalized advice and management can help you significantly build and grow your wealth.Previously, I led the wealth management division at a fin-tech startup that was acquired by Capital One. I also managed equity portfolios at Dimensional Fund Advisors, investing in developed and emerging markets. I managed over $4B in equities across the globe on a daily basis. I helped to educate clients on fundamentals of investing - from valuation theory to portfolio design to innovations in trading.Additionally, I consulted for corporate, government and non-profit clients to improve annual plans, financial reports and budget forecasts with technology, data science and corporate finance.Outside of work, my interests include politics, neuroscience, foreign policy and basketball. I strive to keep learning everyday. My weekends often are consumed with reading the latest Economist magazine, catching up on a good book and spending quality time with my wife, our daughter, and our dog.During business school at The University of Chicago, I conducted research on investment strategies, focusing on momentum and value investing. I also created corporate finance models, focusing on LBOs, private equity deals and corporate strategy.

Experience

1. Board Member

   Spectrum Industries Inc

   Apr 2018 — Present

Education

• Worldview Stanford1

  Certificate, The Science of Decision Making

  2016 — 2016

• Northwestern University

  Certificate in Financial Planning, Financial Planning and Services

  2019

• Carnegie Mellon University

  Bachelor of Science (BS), Mechanical Engineering

• The University of Chicago Booth School of Business

  Master of Business Administration (MBA), Analytic Finance, Statistics & Entrepreneurship

• Udacity

  Nanodegree, Machine Learning

  2016 — 2017

Skills

• Entrepreneurship
• Strategic Financial Planning
• Presentations
• Strategy
• Corporate Finance
• Finance
• Financial Risk
• Asset Management
• Financial Analysis
• Bloomberg
• Emerging Markets
• Hedge Funds
• Investment Strategies
• Equities
• Financial Modeling
• Investments
• Fixed Income
• Valuation
• Visual Basic for Applications (Vba)
• Business Development
• Capital Markets
• Investment Management
• Forecasting
• Financial Advisory
• Financial Services
• Asset Allocation
• Risk Management
• Portfolio Management
• Management
• Financial Markets
• Trading