The team
The people behind Quantum Portfolio Analytics
Quantum Portfolio Analytics is built by a practicing financial advisor and the two engineers who turned his framework into software. Nic McLeod is the Founder and Creator; Zach Gardner and Cole Sorokolit are the Co-Founders.
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Nicolas J. McLeod
Founder and Creator · NJM Wealth Preservation Strategies
Quantum is built on his 20-year advisory framework — the Five-Bucket Strategy, non-correlated diversification, and principal preservation.
Zach Gardner
Co-Founder & Director of AI Innovation
Built the software that turned Nic's practice into the QPA platform; owns AI strategy, product direction, and design. From Fayetteville, Arkansas.
Cole Sorokolit
Co-Founder & Backend Engineering Lead
Leads backend engineering — the data layer, billing, and infrastructure the platform runs on.