About
Bill Jollie is the President and Chief Compliance Officer at Quent Capital, LLC, based in New Jersey. In this leadership role, he spearheads strategic initiatives and oversees daily operations, with particular emphasis on managing client relationships and ensuring regulatory compliance within the firm.
Jollie directs Quent Capital's investment strategy, which is notable for its diversified portfolio across U.S. and international equities, small and mid-cap growth stocks, technology (e.g., Datadog, NVIDIA), and core ETF allocations (such as Vanguard and iShares funds). His focus encompasses both actively managed and index-tracking vehicles, with significant allocations to growth, value, and international developed/emerging market equities.
Before joining Quent Capital, Bill Jollie gained investment management experience at Wilmington Trust, further broadening his perspective on both institutional and private client portfolio construction. Recognized for his expertise in asset allocation and risk management, Jollie has contributed to Quent Capital’s growth and reputation as a boutique investment advisory firm. Specific details on his educational background are not publicly available across current sources.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Quent Capital | President | Jun 2024 to Present | Bill oversees client relationships, ensuring the delivery of exceptional service while spearheading strategic initiatives aimed at enriching the client experience and upholding the firm's commitment t... |
| Wilmington Trust | Head of Investment Operations | Apr 2022 to Jun 2024 | — |
| People's United Bank, N.A. | Head of Administration | Aug 2019 to Apr 2022 | — |
| GersteinFisher | Chief Operations Officer | Aug 2015 to Aug 2019 | — |
| GersteinFisher | Head of Investment Operations | Feb 2006 to Aug 2015 | — |
| GersteinFisher | Client Advisory Team | Feb 2006 to Jul 2011 | — |
| SEI | Managed Accounts Senior | Jan 2000 to Jan 2006 | — |
Education
Villanova University
Master of Business Administration (M.B.A.), Finance, General
2001 — 2005
University of Scranton
Bachelor of Science (BS), Finance, General
1994 — 1998
Others at Quent Capital, LLC (3)
| Name | Role | Location |
|---|---|---|
K Keri Primack | Managing Director, Senior Private Client Advisor | New York, NY , United States |
 | Portfolio Manager and Senior Researcher | New York, NY , United States |
S Steven Han | Portfolio Manager | New York, NY , United States |