Shai Spiegel Brown, CRPC®

Business Development Associate

Shai Spiegel Brown is a Business Development Associate for Quotient Wealth Partners, acting as a first point of contact for prospective clients, connecting them with advisors, and helping ensuring that each client receives support in each stage of the financial planning process. Shai holds the Chartered Retirement Planning Counselor (CRPC®) designation and is a Registered Investment Adviser, bringing two years of professional experience to the team. He holds a Bachelor of Arts in Human Resources Management and a Minor in Labor Studies from Rutgers University.

Outside of the office, Shai enjoys exercising, playing golf, and traveling with his girlfriend, Naomi.

CRPC® – Chartered Retirement Planning Counselor

The CRPC® designation is a retirement planning credential awarded by the College for Financial Planning to individuals who meet its educational, examination and ethical requirements. Certificants are required to have completed the CRPC Designation Program, a self-taught educational program focused on various pre- and post-retirement needs of individuals. Recipients are further required to have successfully passed a multiple-choice examination addressing a range of retirement related matters, such as estate planning and asset management. On an ongoing basis, CRPC designees are also required to affirm their adherence to the applicable Code of Ethics and complete at least 16 hours of continuing education every two years.

Quotient Wealth Partners, LLC (“QWP”) is an SEC-registered investment adviser. Registration does not imply a specific level of skill or training. QWP’s website is for informational purposes only and should not be viewed as a solicitation, transaction offer, personalized investment advice, nor tax or legal advice. Statements about future possibilities are aspirational and not guaranteed. Investing involves risks, including the loss of principal. Past performance does not predict future results.

For details on QWP’s services, business operations, and fees, refer to our Form ADV available upon request or through the SEC’s Investment Adviser Public Disclosure website. Information from unaffiliated third parties is provided for convenience only and may not be accurate or complete. For important disclaimer information click here.