Our Team

AQI is led by professionals across investments, operations, technology, compliance, and business development, all aligned around one objective: helping advisory firms operate with structure, scale, and confidence.

Team
Our Team of Dedicated
Financial Professionals

Partners

Partners

Senior Executive Leadership Team

Provides strategic leadership, firmwide oversight, and long-term direction for the platform. Responsible for key decisions across investment management, operations, technology, and business development while ensuring the firm continues to grow with structure, discipline, and alignment.

Director of Investments

Leads the investment management process across the platform. Oversees portfolio strategy, risk management, research, and implementation to help advisors deliver consistent outcomes for clients. Ensures investment solutions remain disciplined, scalable, and aligned with advisor objectives.

Portfolio Managers & Traders

Portfolio Managers & Traders

Executes the day-to-day management of portfolios with discipline and precision. Responsible for allocation decisions, security selection, rebalancing, trade execution, and ongoing monitoring. Helps ensure portfolios are managed efficiently and consistently across the platform.

Director of Business Development

Leads advisor recruitment, strategic partnerships, and platform growth initiatives. Builds relationships with independent advisors and firms, communicates the value of the platform, and helps drive long-term expansion through new opportunities and advisor engagement.

Associate Advisors

Associate Advisors

Serves as the primary relationship manager and liaison between advisors on the platform and the resources of the firm. Acts as the quarterback for advisor needs by coordinating requests, solving problems, streamlining communication, and helping advisors maximize growth and client service.

Director of Operations

Leads the internal systems, workflows, and execution that keep the platform operating efficiently. Oversees service delivery, cross-functional coordination, process improvement, and operational consistency while supporting advisor experience, firm growth, and compliance alignment.

Operations Team

Operations Team

Provides the execution and service support behind the platform’s daily success. Manages onboarding, account maintenance, service requests, reporting, and administrative processes with accuracy and responsiveness. Their work allows advisors to stay focused on clients, relationships, and growth.

Let's Get Started
Schedule A Meeting

If you’re ready to enhance your investment strategies with the support of a seasoned financial professional, let’s review your portfolio, financial trajectory, and objectives to determine if we’re the right fit for your practice.

10465 Park Meadows Drive
Suite 107
Lone Tree, CO 80124

outreach@AQInvest.com

(303) 529-2740

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