Brandon Ross

Co-founder and Co-CEO of Quotient Wealth Partners and a Certified Financial Planner with over 26 years of experience; built Peak Capital, merged into United Capital, worked through the Goldman Sachs transition, and helped launch Quotient which grew from $2.5B to $4.4B AUM within two years.

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Dec 18, 2025 • 45min

Beyond Goldman: How a $4.4B Firm Scaled Without Shortcuts or Private Equity

Brandon Ross, Co-founder and Co-CEO of Quotient Wealth Partners, is a seasoned Certified Financial Planner with over 26 years of experience. In the discussion, Brandon shares insights on growing Quotient from $2.5B to $4.4B in AUM without shortcuts or private equity. He contrasts his time at Goldman Sachs with Quotient's independent approach, emphasizing culture and organic growth. Brandon details innovative strategies like concierge outreach and targeted webinars, while advocating for sustainable practices and employee ownership in financial firms.

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