Keri Primack
Managing Director, Senior Private Client Advisor at Quent Capital, LLC
About
Keri Primack is Managing Director and Head of Private Client Services at Quent Capital, LLC in New York City, overseeing wealth management and investment advisory services for individual and institutional clients. As a Certified Financial Planner (CFP®), she leads the firm's engagement with private clients, tailoring investment strategies to meet complex financial goals.
Primack's expertise spans growth-oriented equity strategies, particularly in global small-cap stocks, and she focuses on sectors including technology, healthcare, consumer goods, real estate, and renewable energy. She leverages Quent Capital’s emphasis on innovation and disruptive themes to construct diversified portfolios for clients, consistently applying advanced analytics and rigorous quantitative methodologies.
With over two decades of experience, Primack previously served as Senior Vice President and Senior Private Client Advisor at People’s United Advisors and Gerstein Fisher & Associates. She holds a degree in Business Economics from the State University of New York at Oneonta and a certificate in financial planning. Her achievements include developing custom investment strategies, maintaining industry certifications, and contributing to best practices in client advisory and portfolio management.
Career History
| Organization | Role | Date Range | Details | 
|---|---|---|---|
| Quent Capital | Managing Director, Senior Private Client Advisor | Jan 2022 to Present | — | 
| GersteinFisher | Client Advisory Team - Senior Private Client Advisor | Jan 1998 to Jan 2022 | — | 
Education
State University of New York College at Oneonta
1989 — 1992
Others at Quent Capital, LLC (3)
| Name | Role | Location | 
|---|---|---|
| BBill Jollie | President | Fair Lawn, NJ , United States | 
| Portfolio Manager and Senior Researcher | New York, NY , United States | |
| SSteven Han | Portfolio Manager | New York, NY , United States |