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Crypto – just a rock, or a good investment? (debate got wild)

Sara Grillo

That lead him to start Quest Asset Management, with the novel idea of putting investor interests first as a fiduciary, which was practically unheard of at the time. A few years later Scott merged Quest with another local investment advisory firm, Portfolio Solutions, that shared the same investment principles at that time.

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Does being a fiduciary financial advisor REALLY matter – or is it β€œmeh?”

Sara Grillo

She was awarded a JD in September 2018 and passed the California Bar Exam in February 2019. He has presented papers at conferences on topics such as investment fraud, risk management, and retirement planning. In 2008, Kelly began working directly with clients as a financial planner.