Portfolio Administrator and Compliance Associate
Quinn joined our team as the front office manager in 2019 after obtaining her BA in Management from the University of North Carolina- Asheville. During her first year with the company, she acquired her Series 65 and completed the Investment Adviser Core Compliance Program through NRS. She most recently earned her Financial Paraplanner Qualified Professional SM designation, and is now Altavista’s only paraplanner. After a year with the Asheville office, Quinn transitioned to Altavista’s Charlotte location to work with Jon Shumate as the Charlotte portfolio administrator. She continues to pursue her passion for compliance in collaboration with the Asheville office. In her spare time, you can find Quinn playing with her kitten Winnie or out exploring the city.
"We stand ready to work closely and enthusiastically with our clients."