Investment services at Bay Federal Credit Union promotes Emily Quatman to AVP, Investment Services, LPL financial advisor
Investment program grows to $75M under management
CAPITOLA, CA (October 20, 2021) — The Investment Services team at Bay Federal Credit Union announced Emily Quatman has been promoted to Assistant Vice President of Investment Services at LPL Financial Advisor.
Quatman joined the Investment Services team at Bay Federal Credit Union in 2020. She has more than 14 years of financial services experience and was an Investment Advisor Representative at a large national bank for nine years. Over this past year, she stepped into management of the credit union’s Investment Services team with commitment, professionalism, transparency, and client experience at the forefront of her interactions.
“I am proud to be a part of this program at Bay Federal Credit Union,” Quatman said. “I chose them as a partner because their philosophy of ‘people helping people’ and giving back to the community. Both align with my own personal values. I’m grateful for this opportunity to help build and cultivate deeper relationships with our clients than ever before.”
Tonée Picard — Executive Vice President/Chief Development Officer at Bay Fed and LPL Program Manager — said: “I am excited for Ms. Quatman and the Investment Services team. Over this past year, the program has grown by $75 million in assets under management, and Ms. Quatman has been instrumental in this success. Ms. Quatman’s main focus is to deliver on the promise of making a real difference in the financial lives of our clients, and I know her commitment to providing an outstanding client experience will help those in our community understand and pursue their financial goals.”
Quatman attended school in Texas and Ohio, but after an early-morning walk on a Santa Cruz beach on vacation, she decided to move to the area permanently in 2009. She is a proud resident of the San Lorenzo Valley in Santa Cruz County, California. In her free time, she enjoys spending time with her husband, daughter, and pets. She loves spending time outdoors with family, whether they are hiking in the redwoods, walking along the beach, or camping in the sequoias.
LPL Financial is the nation’s leading provider of third-party investment services to banks and credit unions, offering insurance and investment services to approximately 800 banks and credit unions nationwide.* LPL provides personalized support, a robust, integrated technology platform, investment solutions and practice management resources that enable the delivery of objective financial advice.
*Source: 2018/2019 Kehrer Bielan TPM Survey. Based on Financial Institution Market Share.
Emily Quatman, Assistant Vice President of Investment Services for LPL Financial Advisor:
About LPL Financial
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker-dealer.† LPL serves independent financial advisors, professionals and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. (†Based on total revenues, Financial Planning magazine, June 1996-2020)