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Davey Quinn, CFP®, is a seasoned financial professional with extensive experience in wealth management and investment strategy. As Co-Founder of AdviceCloud FT and CEO and Chief Compliance Officer at Pine Harbor Wealth Management, Davey leads a boutique firm dedicated to guiding clients on their wealth journey through comprehensive financial planning and tax strategies. Previous roles include Board Member at Spectrum Industries Inc., Director of Investing at The Connemara Group, and SVP at United Income from Capital One, where Davey was instrumental in the acquisition by Capital One. With a strong financial background as a Portfolio Manager at Dimensional Fund Advisors and experience in consulting and project management, Davey holds an MBA from The University of Chicago, a BS from Carnegie Mellon University, and several relevant certifications.