0054M000004ShtWQAS

Jerry Furciniti

Senior Vice President, Financial Advisor & Managing Director

CFA®

Office Information


Request a Meeting

Team Office

Jerry’s Locations

1040 Pittsford Victor Rd
Pittsford, NY 14534
(585) 218-2060
Show Map and Locations

About Jerry

With more than 20 years of financial services experience, Jerry works closely with both institutional and individual clients to create portfolios tailored to meet his clients’ specific needs. As a leader of the QCI Team, he works directly with the investment committee to develop investment strategy and determine asset allocation for both separately managed accounts and consulting client portfolios. Jerry joined Wealth Enhancement Group in 2021 through the QCI acquisition. An active member of the community, Jerry volunteers as a director and leads the investment committee for Rochester Rotary Charitable Trusts. He previously served on the Board of Friendship Children’s Center and the CFA Society of Rochester, where he is a past President. Jerry was a recipient of the Rochester Business Journal’s “Forty Under 40” on September 20, 2013. He and his wife, Laura, reside in Fairport and have two sons and a daughter who keep them busy.

Education

  • BS, Biology, Rochester Institute of Technology
  • MBA, Finance, E. Phillip Saunders College of Business at Rochester Institute of Technology

Let’s craft your future, together

Schedule a no-cost meeting with one of our advisors and start building a comprehensive plan designed to support your goals.
 

Couple Walking in Vineyard with dog
Why Wealth Enhancement

One coordinated team, built around your plan

Our advisory teams work best with households that have $500,000 or more in investable assets.

Ready to talk now? Call 763-401-5685.

(Weekdays 8am–6pm Central)

Get your second opinion

Meet with us and get your complimentary, hand-crafted Wealth Blueprint to serve your financial goals.

  • Current Your info
  • Contact
  • About you
  • Confirm
1 of 4

Wealth Enhancement uses your information to respond to requests and share product and service information. You can unsubscribe at any time. Review our Privacy Policy for more information.