Ed has been in the financial services industry for over 20 years. He joined his previous firm, QCI, in 1992 and became a Principal in 1994. He manages the overall investment process and equity research effort for the team, as well as contributed as an Equity Research Analyst and serving as a Senior Portfolio Manager. Ed joined Wealth Enhancement Group in 2021 through the QCI merger.
He serves on the Board of Willow, formerly Alternatives for Battered Women (ABW). In his spare time, he enjoys spending time with his wife, Molly, and three children. He also “dabbles” in a variety of activities including golf, hunting, weightlifting, boxing and martial arts training.
Jerry joined Wealth Enhancement Group in 2021 through the QCI merger. He is a seasoned professional and has been in the financial services industry for over 20 years. As an active member of the community, Jerry volunteers as a director on the Board of the Rochester Rotary Charitable Trust. He previously served on the Board of Friendship Children’s Center and the CFA Society of Rochester, where he is a past President. He has also mentored student teams that compete in the CFA Institute Research Challenge. Jerry was a recipient of the Rochester Business Journal’s “Forty Under 40” in 2013.
He and his wife, Laura, reside in Fairport and have two sons and a daughter who keep them busy.
Dave was a Partner with Chase Lincoln Capital Advisors, where he managed both large-cap and small-cap mutual funds and common trust funds with combined assets exceeding $300 million. Dave began his career in 1982 with Howe & Rusling, where he was the Manager of Equity Research. He joined Wealth Enhancement Group in 2021 through the QCI merger. Dave is a CFA charter holder and earned a BA in Economics from Ohio Wesleyan University in 1981, and an MBA from The William E. Simon Graduate School of Business Administration at the University of Rochester in 1989.
In his spare time, he enjoys playing golf and spending time with his wife, Mary, and three children. He is also on the Board of Delphi Drug and Alcohol Council where he is the current Board Chairman.
Eric is a seasoned professional in the financial services industry. In addition to being a portfolio manager, helping clients navigate their financial futures, Eric directs the investment process for the firm’s entire fixed-income portfolio. He is well versed in many fixed income strategies and sectors but spends a great deal of time focused on the investment-grade corporate and municipal bond markets. Eric started at QCI in 2012 as a Fixed Income Analyst and Trader and joined Wealth Enhancement Group in 2021 through the QCI merger.
Eric serves on the audit committee of his local school district. In his spare time enjoys spending time with his wife and daughter and their family of farm animals.
Colby started his career in New York City on JPMorgan’s Institutional Foreign Exchange sales desk before relocating to the Rochester area where he worked at Manning & Napier Advisors and Armbruster Capital Management. Colby is a CFA Charterholder and graduate of Hobart College. Colby joined Wealth Enhancement Group in 2021 through the QCI merger.
Colby sits on the Board of Directors for the Greater Rochester YMCA, the Monroe Community College Foundation and the Statesmen Athletic Association (SAA) of Hobart College. He lives in Pittsford with this wife, Leah, and two young daughters. In his spare time, he enjoys exercising and socializing with friends and family.
Tim has completed a decade-long vocation in the non-profit sector, supporting the philanthropic needs for higher education, social services, and health care organizations in the New York and New Jersey area. Previously, while working with Rochester Regional Health Foundations, Tim worked with philanthropists and their advisors on developing charitable estate plans. Tim joined Wealth Enhancement Group in 2021 through the QCI merger.
Tim earned an MA in Corporate and Public Communication from Seton Hall University in 2007 and his BA in Mass Communication from SUNY College at Brockport in 2005.
Alex’s responsibilities involve trading, execution, settlement and reconciliation of the trading process. He joined Wealth Enhancement Group in 2021 through the QCI merger. He graduated from St. John Fisher College in 2012 with a BS degree in Corporate Finance. Alex is currently a CFA Level I Candidate.
In his spare time, Alex enjoys spending time with his wife, Maricatherine, as well as playing soccer and golf.
Kevin began his career in the financial services industry as a Research Analyst for the trust department of Lincoln First Bank in 1978. He primarily concentrates on technology-related industries, as well as small-cap and post-venture capital investments. Kevin joined QCI in 1988 after having served as Director of the Investment Office of the University of Rochester, and as an Investment Officer for Cornell University’s endowment office before that. In 2021, he joined Wealth Enhancement Group as a Portfolio Manager through the QCI merger.
He is active in the community and serves as the Chair of the Board of Trustees of George Eastman Museum. He is also a member of the RIT President’s Roundtable and is on the Buffalo Sabres Hall of Fame Selection Committee. In his spare time, Kevin enjoys golf and is a big Buffalo Sabres and Buffalo Bills fan. Kevin and his wife, Nancy, have two daughters, and three grandchildren.
Mike joined Wealth Enhancement Group in 2021 through the QCI merger. As a portfolio manager, his primary responsibilities involve conducting research, providing input, and making recommendations that impact the firm’s overall fixed-income strategy. A CERTIFIED FINANCIAL PLANNER™ practitioner, Mike graduated from the State University of New York at Geneseo in 2008 with a BS in Business Administration.
In his spare time, Michael enjoys golfing, playing softball, traveling, cooking, and going out to eat with friends.
Greg advises retirement plan fiduciaries and committees by making proactive, technical, and unbiased recommendations based on strong knowledge of plan design, compliance, communications, administration, investments, and industry trends. He works directly with plan sponsors to mitigate risk and maximize features when structuring and reviewing their retirement plans. As an experienced financial counselor who understands employee behaviors, he identifies how employers can improve retirement outcomes and promote retirement preparedness for employees. Greg has obtained the Accredited Retirement Plan Consultant (ARPC) designation which is awarded to industry professionals who have demonstrated the knowledge required to help employers sponsor plans that enable employees to effectively save and plan for retirement. Greg joined Wealth Enhancement Group in 2021 through the QCI merger.
Chris works with plan sponsors in structuring and reviewing their retirement plans, in coordination with outside plan administrators and other professional advisors. He leads plan participant education and communication services, meeting directly with plan participants to review the features and benefits of their 401(k) plans. Prior to his position at QCI, Chris had worked at the Burke Group as an Account Manager and Trust Administrator. Chris has been in the retirement plan services arena since 1996, having also worked for Paychex, T. Rowe Price, and Fidelity. He joined Wealth Enhancement Group in 2021 through the QCI merger.
Kelly is responsible for the management and reconciliation of all client account data. Kelly joined QCI in 2001 after serving as an Investment Operations Specialist at Fleet Bank for five years. She began her career at Chase Manhattan Bank in 1988. She joined Wealth Enhancement Group in 2021 through the QCI merger.
Prior to joining QCI, Barbara worked at Magna Products Corporation as an Account Supervisor. She brings over 14 years of experience to the position and is a graduate of the University of Buffalo. Barbara joined Wealth Enhancement Group in 2021 through the QCI merger.
Kim brings over 20 years of financial services experience to her role including her CERTIFIED FINANCIAL PLANNER™ designations. She earned a bachelor’s degree in Sociology from St. John Fisher College. Kim went to QCI after 14 years with Manning & Napier Advisors where she was the Managing Director of their Client Services Department. Prior to Manning & Napier Advisors, she served as a Branch Manager for JPMorgan Chase. She joined Wealth Enhancement Group in 2021 through the QCI merger.
Kim stays busy with her husband, Brian, and their two children. She is an active member of their church, enjoys long walks, and a good game of cards.
Kara brings over 25 years of financial expertise to the position and is a graduate of SUNY Brockport. She previously worked as an Assistant Corporate Controller at LeChase Construction Services, LLC. Kara joined Wealth Enhancement Group in 2021 through the QCI merger.
Kara currently resides in Pittsford, NY where she enjoys cooking, playing tennis and skiing.
Eric is a graduate of Nazareth College. He previously worked as Operations Supervisor for Manning & Napier Advisors and joined Wealth Enhancement Group in 2021 through the QCI merger.
Eric currently resides in Camillus, NY with his fiancé. They love to spend their time cooking and enjoying live music.
Jim worked at PanAgora Asset Management (in Boston) as an Investment Operations Associate and brings two years of industry experience to the position. Jim is a graduate of St. John Fisher with a Bachelor’s degree in Corporate Finance as well as a Master’s of Business Administration. Jim joined Wealth Enhancement Group in 2021 through the QCI merger. In his spare time, Jim enjoys exercising and spending time with his friends.
Mark brings over 20 years of industry experience to his position at Wealth Enhancement Group. He joined QCI Asset Management Inc. in 2017 as a Director of IT and System Operations and worked as a Senior Network/System Administrator for Pervasive. Mark is a graduate of Rochester Institute of Technology with a B.S. degree in Information Technology. Mark joined Wealth Enhancement Group in 2021 through the QCI merger.
In his spare time, he enjoys golfing, coaching lacrosse and spending time with his wife and two children.
Tom is a graduate of both SUNY Fredonia, where he received a B.A. in economics, as well as the University of Rochester where he received his M.S. in finance. Additionally, Tom is a CFA charter holder. He brings 8 years of industry experience to the position, formerly serving as Vice President, Equity Analyst for Howe & Rusling. Tom joined Wealth Enhancement Group in 2021 through the QCI merger.
Tom currently resides in Penfield and enjoys spending time outdoors and golfing.
Katie is responsible for all areas of Human Resources from recruiting and onboarding to staff development. Having previously served as the Benefits Manager at Highland hospital, Katie brings more than 12 years of HR experience to the team. She received a Masters Degree in Organizational Learning and Human Resource Development from St. John Fisher College, as well as a Bachelors in Science from the College of Saint Rose. Katie joined Wealth Enhancement Group in 2021 through the QCI merger. Katie has served on the Board of Directors for the National HR Association, Rochester Affiliate for the last 10 years.
She currently resides in Penfield, NY, and enjoys spending time with her husband and two children, reading, and traveling.
Linda is responsible for client administration services including account openings, asset transfers, fund distributions and client reporting. Linda joined QCI as a receptionist in 1997 and was promoted to client services in 1999. Prior to QCI, Linda worked in the operation department at Chase Manhattan Bank. Linda joined Wealth Enhancement Group in 2021. Paul joined Wealth Enhancement Group in 2021 through the QCI merger.
Kim is a seasoned professional in the financial services industry. Prior to her position at QCI, she served as Senior New Business Manager at Central Financial Group and Operations & Control Specialist at Prudential Financial. Kim as more than 30 years of experience in the financial industry, she joined Wealth Enhancement Group in 2021 through the QCI merger.
In her free time, she enjoys baking, restoring and/or repurposing old furniture, kayaking, hiking, and the beach – not to mention hanging out with her dogs Rosie & Sadie. Kim is married with two children and recently welcomed the addition of her first grandchild.
Jessica has an extensive background in providing dedicated client service in the financial advisory industry. Her knowledge and attention to detail, coupled with her experience providing personalized support to portfolio managers and clients alike, makes her an invaluable asset to the team. Jessica joined Wealth Enhancement Group in 2021 through the QCI merger.
In addition to her bachelor’s degree from SUNY Brockport, Jessica obtained designation as an Accredited Asset Management Specialist from the College for Financial Planning. Jessica currently resides in Rochester with her husband, Mike, and their daughter Katie.
After receiving her BS in Interpersonal and Organizational Communication, Kim worked at Manning and Napier as a Client Services Coordinator, then as a Wealth Management Specialist. She joined Wealth Enhancement Group in 2021 through the QCI merger.
Kim is an avid movie buff who enjoys spending time at home with her husband and their pets – a dog named Tucker and a chinchilla named Cheeko.
Lisa moved back to the Rochester area after spending 20 years in Dallas, Texas providing marketing management and support services to national A/E firms. A graduate of St. John Fisher College, she holds a BS degree in Sociology. Lisa joined Wealth Enhancement Group in 2021 through the QCI merger.
In her spare time, Lisa enjoys spending time with her family and working on home improvement projects.
Ed brings over 10 years of industry experience to the position and has a Bachelor’s degree in Business Administration. Ed previously served as the Order Processing Supervisor of the Order Fulfillment Group for Gorbel, Inc. Ed joined Wealth Enhancement Group in 2021 through the QCI merger.
In his spare time, Ed enjoys spending time with his wife and son, dogs, reading and hiking.
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