Leadership

David A. DeWolf, CPA, MBA, CFP -- Co-founder and Principal

David provides wealth strategy for a select group of successful executives undergoing transitions; he ensures that the next phases of their lives are as rewarding as the previous. David has enjoyed a successful career developing solutions on both the corporate and family level for long-term prosperity.

Prior to co-founding Quantum, David was a Chief Financial Officer, with over 12 years in senior finance positions at firms such as Fox Broadcasting, Twentieth Century Fox Filmed Entertainment, Sand Hill Capital, and Transamerica Technology Finance. David earned his CPA while working with Price Waterhouse in Century City and is a Certified Financial Planner professional and member of NAPFA (National Association of Personal Financial Advisors).

David holds a BA in Business Economics from UCLA and an MBA from the UCLA Anderson School of Management. He is actively involved in his community and serves on the board of directors for several local charities. He also regularly provides investment commentary for local newspapers and serves as an expert for financial publications. David is married with twin boys and enjoys scuba diving, spending time at the beach with his family, and coaching his boys in soccer.

 

Darius G. Gagne, PhD, MBA, CFA, CFP -- Co-founder and Principal

Darius specializes in working with entertainment professionals; he ensures that they make smart decisions with their wealth so they can spend more time doing what they love. Darius was raised in the Los Angeles area and earned his Ph.D. in Quantum Physics from UCLA in 1996. As part of his training in graduate school, he was taught that there is a simple and elegant solution to every problem. He immediately applied his problem solving, analytical, and quantitative skills to Wall Street, serving initially as Assistant Vice President at UBS, and later as Vice President at Merrill Lynch. He subsequently spent four years as a Vice President, Financial Engineer and Portfolio Manager at PIMCO in Newport Beach, California.

Darius has the distinction of creating financial engineering tools that are used at PIMCO to analyze investment strategies that apply across most of the PIMCO funds. Today, he applies his direct knowledge of these strategies and many other asset classes in the design of Quantum's portfolios.  Darius also has an MBA from UCLA Anderson and is a Certified Financial Planner professional as well as a CFA charterholder. He is an instructor at UCLA Extension where he teaches his well-received course, "The Science and Art of Investing."

Darius believes in leading a balanced lifestyle and starts his day by practicing ashtanga yoga. He maintains that providing peace of mind for clients starts with himself, and his yoga practice establishes the grounding that enables him to be present with his clients, to listen to them with empathy, and to deliver sincere and straightforward advice. Darius also enjoys coaching soccer, snowboarding, and most importantly, being with his wife and two sons.

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We have one of the most credentialed and educated executive teams in the industry.