40+
Years in asset & wealth managementAbout Quorus
Strategic Partner
Our mission & vision
We're revolutionizing how asset managers and financial advisers serve taxable clients - delivering sophisticated, practical solutions that drive better after-tax outcomes.
2022
Founded, SEC-registered adviserMeet the team
The people behind the platform
A combination of asset-management and technology experience from Vanguard, Jefferies, and Composer - building the tax-managed infrastructure we always wished we had.
John Hill, CFA
Co-founder & CEOJohn leads our go-to-market work with asset-manager partners, supporting offer design, content, and sales. He spent a decade at Vanguard, where he pitched and built its direct-indexing product. CFA charterholder.
Scott Shumway
Co-founder & CTOScott has 15+ years of software experience across real estate, finance, and higher education. At Jefferies he led front-end development for the firm's internal data platform, supporting every business unit from wealth management to risk and compliance.
Kyle Birmingham, CFA
Co-founder & Head of Portfolio ManagementKyle oversees portfolio construction, investment research, tax methodology, and trading. He began his career at Vanguard in strategy and investment management, including overseeing its multi-billion-dollar active equity franchise. CFA charterholder.
Our background
Over forty years at the world's largest managers
Successful wealth management takes nuance and a thoughtful partnership between an adviser and the portfolio managers they entrust with their clients' assets. We've lived both sides.
Join the team
We're a small team building serious infrastructure. Follow along on LinkedIn to stay updated on all open roles.