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Keri Primack

Managing Director, Senior Private Client Advisor at Quent Capital, LLC

New York, NY , United States

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

OrganizationRoleDate RangeDetails
Quent CapitalManaging Director, Senior Private Client AdvisorJan 2022 to Present
GersteinFisherClient Advisory Team - Senior Private Client AdvisorJan 1998 to Jan 2022

Education

State University of New York College at Oneonta

1989 1992

Others at Quent Capital, LLC (3)

NameRoleLocation
B
Bill Jollie
PresidentFair Lawn, NJ , United States
Sanjeev Pati
Sanjeev Pati
Portfolio Manager and Senior ResearcherNew York, NY , United States
S
Steven Han
Portfolio ManagerNew York, NY , United States