Sign in

You're signed outSign in or to get full access.

Jaime Quiros

Jaime Quiros

Senior Portfolio Manager at Fulton Breakefield Broenniman LLC

Rockville, MD , United States

About

Jaime Quiros is the Senior Portfolio Manager and Shareholder at FBB Capital Partners in Rockville, MD. He is responsible for overseeing client portfolios, guiding investment decisions, and ensuring clients’ long-term financial goals are met through individualized portfolio management and comprehensive financial planning. Quiros is also a Certified Financial Planner® (CFP®), Certified Divorce Financial Analyst® (CDFA®), and NAPFA-registered financial advisor, serving primarily high-net-worth clients and families.

His investment expertise spans public equities, fixed income securities, and diversified asset allocation strategies. Quiros has particular experience in managing risk, optimizing portfolio diversification, and addressing complex client needs such as charitable giving and long-term care planning. He is also known for integrating behavioral finance insights and advanced technology to improve the client experience and optimize financial outcomes.

Prior to joining FBB Capital Partners, Quiros worked as an equity trader and held multiple roles on Wall Street, including market making, portfolio management, and private client lending. He holds a bachelor's degree in Economics from Boston College, and is recognized for his contributions to financial planning, having been featured in USA Today, Forbes, and CNN Money. Quiros is also a board member of Life Assets and actively participates in industry webinars and publications.

Career History

OrganizationRoleDate RangeDetails
FBB Capital PartnersSenior Portfolio ManagerJan 2021 to Present
FBB Capital PartnersPortfolio ManagerNov 2015 to Jan 2021
• Provide advice and guidance for financial decisions • Work with clients to create an Investment Policy Statement • Buy and Sell securities for clients to maintain allocation targets • Perform portfo...
FBB Capital PartnersAssociate Portfolio ManagerAug 2014 to Nov 2015
Acacia Financial Advisors LLCRegistered Representative and Investment Advisory RepresentativeFeb 2013 to Jul 2014
Llewellyn RealtorsRealtorSep 2012 to Jul 2014
Avatar Securities, LLCPortfolio Manager and TraderFeb 2011 to Sep 2012
I specialize in cross assets arbitrage, using bonds, stocks, currencies and commodities ETFs, listed debt, preferreds securities and options, in the US markets.
Liberty RealtyRealtorJan 2009 to Jan 2011
AMR CapitalTraderJun 2007 to Feb 2009
I was introduced to trading in the markets.
PershingAssociateSep 2005 to Jun 2007
Corporate Executive Services- Operations
AflacSales AgentMay 2004 to Sep 2005
Business-to-Business Sales

Education

Boston College

Bachelor's degree, Economics

1996 2000

BBN

1993 1996

The Park School

1990 1993

Skills & Expertise

Options
Securities
Investment Strategies
Microsoft Excel
Retirement Planning
Risk Management
Options Strategies
Uniform Combined State Law
Registered Investment Advisor
Licensed Life Insurance Agent
Retirement Plan Consulting
Investment Advisory Services
Investments
Portfolio Management
Investment Advisory
Trading
FINRA
ETFs
Investment Management
Alternative Investments
Bonds
Asset Management
Financial Services
Management
Equities
Financial Analysis
Fixed Income
Nursing
Leadership
Series 66
Capital

Others at Fulton Breakefield Broenniman LLC (11)

NameRoleLocation
D
David Malmgren
Senior Portfolio ManagerWashington, DC , United States
John Petrofsky
John Petrofsky
Portfolio ManagerWashington, DC , United States
K
Kathleen Hastings
Vice President, Portfolio ManagerWashington, United States
Maggi Keating
Maggi Keating
Portfolio ManagerBethesda, MD , United States
Mel Casey
Mel Casey
Senior Portfolio ManagerBethesda, MD , United States
Alex Cfp®
Alex Cfp®
Portfolio ManagerBethesda, MD , United States
Cfp® Callahan
Cfp® Callahan
Portfolio ManagerEaston, MD , United States
Jennifer Scher
Jennifer Scher
Portfolio ManagerWashington, DC , United States
Mark Stachura
Mark Stachura
Equity Research AssociateWashington, DC , United States
Michael Brenner
Michael Brenner
Senior Research Analyst and Asset Allocation StrategistBethesda, MD , United States
Showing 1-10 of 11 team members

Similar Fund Managers

NameRoleFundLocation
D
Devin Sullivan
Portfolio AnalystProfund Advisors LLCBethesda, MD , United States
S
Sarah Abdow
AnalystProfund Advisors LLCOakton, VA , United States
A
Andrew Schenker
Chief Investment OfficerHeritage Investors Management Corp.Bethesda, MD , United States
Craig Lukin
Craig Lukin
Portfolio ManagerHeritage Investors Management Corp.Bethesda, MD , United States
Christopher Sargent
Christopher Sargent
PrincipalSargent Investment Group, LLCWashington, DC , United States
Timothy Pang
Timothy Pang
Portfolio Management and TradingSargent Investment Group, LLCBethesda, MD , United States