{"id":1291,"date":"2021-04-14T12:55:55","date_gmt":"2021-04-14T12:55:55","guid":{"rendered":"https:\/\/brandywineoak.com\/?p=1291"},"modified":"2021-04-14T12:55:55","modified_gmt":"2021-04-14T12:55:55","slug":"fa-mag-lisa-quadrini-joins-dynastys-brandywine-oak-with-500m-aum","status":"publish","type":"post","link":"https:\/\/brandywineoak.com\/fa-mag-lisa-quadrini-joins-dynastys-brandywine-oak-with-500m-aum\/","title":{"rendered":"FA Mag – Lisa Quadrini Joins Dynasty’s Brandywine Oak with $500M AUM"},"content":{"rendered":"

https:\/\/www.fa-mag.com\/news\/lisa-quadrini-joins-dynasty-s-brandywine-oak-with–500m-aum-61435.html<\/a><\/p>\n

Brandywine Oak Private Wealth, a member of the Dynasty Financial Partners network, has appointed Lisa Quadrini to the position of partner and private wealth manager, the company said today in a news release.<\/p>\n

Quadrini, an industry veteran with more than 35 years of experience, brings a $500 million book of business to Brandywine Oak, increasing its total assets under advisement to more than $1 billion.<\/p>\n

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Quadrini most recently served as a managing director with the Private Bank of Wells Fargo Advisors, but from 1999-2008, she worked at Merrill Lynch, where she first met the future founders of the Brandywine Oak team.<\/p>\n

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Brandywine Oak CEO Michael Henley said that Quadrini would play a key role in scaling his firm\u2019s growth in the independent wealth space.<\/p>\n

\u201cWe look forward to working together building out the firm,\u201d he said in released comments.\u00a0\u201cShe brings a wealth of experience and will be an important addition to our firm.\u201d<\/p>\n

Quadrini said that rejoining her former colleagues was a welcome opportunity to collaborate with them in the independent wealth management space.<\/p>\n

\u201cThe ability to work with my valued family relationships as an independent advisor provides a more sophisticated planning conversation, especially with the everchanging events in their lives,\u201d she said in released comments.\u00a0\u201cI\u2019m also excited to introduce my clients to year-over-year tax planning, tax projections, and annually reviewing all of my clients\u2019 tax returns.\u201d<\/p>\n

 <\/p>\n","protected":false},"excerpt":{"rendered":"

https:\/\/www.fa-mag.com\/news\/lisa-quadrini-joins-dynasty-s-brandywine-oak-with–500m-aum-61435.html Brandywine Oak Private Wealth, a member of the Dynasty Financial Partners network, has appointed Lisa Quadrini to the position of partner and private wealth manager, the company said today in a news release. Quadrini, an industry veteran with more than 35 years of experience, brings a $500 million book of business to Brandywine Oak, […]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[1],"tags":[],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/brandywineoak.com\/wp-json\/wp\/v2\/posts\/1291"}],"collection":[{"href":"https:\/\/brandywineoak.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/brandywineoak.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/brandywineoak.com\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/brandywineoak.com\/wp-json\/wp\/v2\/comments?post=1291"}],"version-history":[{"count":1,"href":"https:\/\/brandywineoak.com\/wp-json\/wp\/v2\/posts\/1291\/revisions"}],"predecessor-version":[{"id":1292,"href":"https:\/\/brandywineoak.com\/wp-json\/wp\/v2\/posts\/1291\/revisions\/1292"}],"wp:attachment":[{"href":"https:\/\/brandywineoak.com\/wp-json\/wp\/v2\/media?parent=1291"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/brandywineoak.com\/wp-json\/wp\/v2\/categories?post=1291"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/brandywineoak.com\/wp-json\/wp\/v2\/tags?post=1291"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}