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Jaime Quiros
Senior Portfolio Manager at Fulton Breakefield Broenniman LLC
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| FBB Capital Partners | Senior Portfolio Manager | Jan 2021 to Present | — |
| FBB Capital Partners | Portfolio Manager | Nov 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 Partners | Associate Portfolio Manager | Aug 2014 to Nov 2015 | — |
| Acacia Financial Advisors LLC | Registered Representative and Investment Advisory Representative | Feb 2013 to Jul 2014 | — |
| Llewellyn Realtors | Realtor | Sep 2012 to Jul 2014 | — |
| Avatar Securities, LLC | Portfolio Manager and Trader | Feb 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 Realty | Realtor | Jan 2009 to Jan 2011 | — |
| AMR Capital | Trader | Jun 2007 to Feb 2009 | I was introduced to trading in the markets. |
| Pershing | Associate | Sep 2005 to Jun 2007 | Corporate Executive Services- Operations |
| Aflac | Sales Agent | May 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
Others at Fulton Breakefield Broenniman LLC (11)
| Name | Role | Location |
|---|---|---|
D David Malmgren | Senior Portfolio Manager | Washington, DC , United States |
| Portfolio Manager | Washington, DC , United States | |
K Kathleen Hastings | Vice President, Portfolio Manager | Washington, United States |
| Portfolio Manager | Bethesda, MD , United States | |
| Senior Portfolio Manager | Bethesda, MD , United States | |
| Portfolio Manager | Bethesda, MD , United States | |
| Portfolio Manager | Easton, MD , United States | |
| Portfolio Manager | Washington, DC , United States | |
| Equity Research Associate | Washington, DC , United States | |
| Senior Research Analyst and Asset Allocation Strategist | Bethesda, MD , United States |
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