Our Team

H. Edward Shill, CFA

President, CEO

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Ed is the President and CEO.  He also serves as the Chief Investment Officer at QCI. In addition, he manages the overall investment process and equity research effort for QCI, as well as contributing as an Equity Research Analyst and serving as a Senior Portfolio Manager.

Ed joined QCI in 1992 and became a Principal in 1994. In 2017, Ed became the majority shareholder at QCI and was named President and CEO. Prior to QCI, Ed served as an Analyst and Portfolio Manager for five years for Fleet/Norstar Investment Advisors.

Ed is a CFA charterholder and earned a BS in Economics and Finance from SUNY Brockport in 1985 and an MS in Economics and Finance from The University Center at Binghamton in 1986.

Ed serves on the Board of Willow, formerly Alternatives for Battered Women (ABW). In his spare time, Ed enjoys spending time with his wife, Molly, and three children. He also “dabbles” in a variety of activities including golf, hunting, weight lifting, boxing and martial arts training.

Gerald Furciniti, CFA

Principal, Portfolio Manager

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Jerry is a Portfolio Manager and Senior Equity Analyst. He also serves as the firm’s Chief Technology Officer.

Jerry joined QCI in 2001 after having served as an Analyst in Kodak’s Health Imaging Division. Jerry is a CFA Charterholder and earned a BS in Biology from Rochester Institute of Technology, and an MBA in Finance from the E. Philip Saunders College of Business, also at Rochester Institute of Technology.

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.

David F. Khalil, CFA

Chief Compliance Officer, Portfolio Manager

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Dave is a Portfolio Manager and is the Chief Compliance Officer at QCI, handling the day-to-day operations.

Prior to joining the firm in 1992, 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.

Dave is a CFA charterholder 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, Dave enjoys playing golf, and spending time with his wife, Mary, and three children. Dave is also on the Board of Delphi Drug and Alcohol Council where he is the current Board Chairman.

Kevin P. Gavagan, CFA

Portfolio Manager, Analyst

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Kevin is a Portfolio Manager and Equity Analyst concentrating on technology-related industries, as well as small cap and post-venture capital investments.

Kevin joined the firm 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. Kevin began his career as a Research Analyst for the trust department of Lincoln First Bank in 1978.

Kevin is a CFA charterholder and earned a BA from SUNY Geneseo in 1975 and an MBA from the E. Philip Saunders College of Business at Rochester Institute of Technology in 1979.

Kevin 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.

Paul F. Roland

Portfolio Manager

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Paul is a Portfolio Manager, focusing on both individual and institutional accounts.  He originally joined QCI in 1987 after serving as an Equity Research Analyst at Chase Lincoln Bank’s Trust Department. Prior to that, he managed the investment portfolio for Central Trust Company.

He earned a BS in ­­­Applied Economics and Business Management from Cornell University in 1981 and an MBA in Finance from The William E. Simon Graduate School of Business Administration at the University of Rochester in 1987.

Paul enjoys golf and travel. He sits on the Boards of Aquinas Institute and the YMCA of Greater Rochester and chairs the Investment Committee of both organizations. He and his wife, Lisa, have two children.

Eric Alvito

Senior Fixed Income Portfolio Manager, Trader

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Eric’s primary responsibilities are in the areas of fixed income research, trading, and portfolio management. He is well versed in all fixed income sectors but is largely focused on investment grade corporate and municipal bonds. In addition to these responsibilities Eric also helps in the firm’s trade operations department.

Prior to his current position, Eric was a Fixed Income Analyst and Trader. Eric joined QCI in 2012 after graduating from SUNY Oswego with a B.A. in Economics.

Eric is a CFA Level II Candidate. In his spare time, he enjoys spending time with his wife and is an avid exercise enthusiast.

Kim Baxter, CFP®

Director of Operations

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Kim joined QCI Asset Management, Inc. in March 2020 as Director of Operations. Kim brings over 20 years of financial services experience to her role including her Accredited Asset Management Specialist and CERTIFIED FINANCIAL PLANNER™ designations.  She earned a bachelor’s degree in Sociology from St. John Fisher College. Kim came 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.

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.

 

Alex Bernier

Senior Equity Analyst/Trader

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Alex joined the firm in 2014 as a Securities Trader and Operations Associate after working in International Trading and Settlements at Manning & Napier. Alex’s primary responsibilities involve trading, execution, settlement and reconciliation of the trading process for the firm. 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.

Katie Boss

Human Resources Manager

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Katie joined the QCI team in January 2021. She 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 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 travel.

Lisa Budinger

Executive Assistant

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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.

In her spare time, Lisa enjoys spending time with her family and working on home improvement projects.

 

 

Brian Cushman

Equity Trader Assistant

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Brian is a recent a graduate of RIT where he obtained dual Bachelor’s degrees in Finance and Management Information Systems. Brian also earned a minor in Chinese Language & Culture.

In his free time, Brian enjoys golfing, watching sports, and making music with his friends.

Colby Feane, CFA

Portfolio Manager/Senior Equity Analyst

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Colby joined QCI in August 2020. He 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 sits on the Board of the 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.

Ed Foley

Executive Assistant

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Ed rejoined the firm in 2008. He brings 11.5 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. In his spare time Ed enjoys spending time with his wife and son, dogs, reading and hiking.

Kim Fornataro

Client Service Representative

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Prior to joining QCI, Kim served as Senior New Business Manager at Central Financial Group and Operations & Control Specialist at Prudential Financial. With more than 30 years of experience in the financial industry, Kim’s depth of knowledge makes her a welcomed addition to the team.

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.

Devon Hallett, QKA

Retirement Account Manager

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Having joined QCI in April 2021 as a retirement account manager, Devon provides account support and service to the firm’s retirement consulting team. In her role she works with plan sponsors to promote best practices in retirement plan design, trends, benchmarking, and tools available for retirement readiness to meet client goals and objectives. Devon honed her skills during her 12 years at Paychex, most recently serving as strategic accounts relationship manager for the past 6 years. In addition to holding a bachelor’s degree in marketing from Rochester Institute of Technology, Devon is also a certified Qualified 401(K) Administrator.

Devon resides in Chili, NY with her husband, Ryan and two children.   She enjoys spending time with her family, as well as exercising and socializing with friends.

Christopher Hoffarth, ARPC

Retirement Plan Services Coordinator

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Chris works with plan sponsors in structuring and reviewing their retirement plans, in coordination with outside plan administrators and other professional advisors. He leads QCI’s plan participant education and communication services, meeting directly with plan participants to review the features and benefits of their 401(k) plans.

Prior to joining 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 earned a BA in Business Administration from SUNY Brockport in 1994.

Kelly Jermyn

Service Operations Manager

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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.

Michael Kiviat

Fixed Income Analyst

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Mike joined the firm in 2018 as a Fixed Income Analyst after working in the Fixed Income Department at Manning & Napier. Mike’s primary responsibilities involve conducting research, providing input, and making recommendations that impact the firm’s overall fixed income strategy.

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.

Eric Klinger

Director of Trade Operations

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Eric joined QCI Asset Management, Inc. in February 2020 as Director of Trade Operations.  Eric is a graduate of Nazareth College.  Eric previously worked as Operations Supervisor for Manning & Napier Advisors.

Eric currently resides in Camillus, NY with his fiancé. They love to spend their time cooking and enjoying live music.

Tim Maher

Client Strategist

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Tim joined QCI Asset Management Inc. in 2016 as a Client Strategist. 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. In his last position with Rochester Regional Health Foundations, Tim worked with philanthropists and their advisors on developing charitable estate plans.

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.

Barbara Malta

Controller

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Barbara joined QCI Asset Management Inc. in 2016 as a Controller. Prior to joining QCI, Barbara worked at Magna Products Corporation as an Account Supervisor. She brings 14 years’ experience to the position and is a graduate of the University of Buffalo.

Kara Mancuso

Chief Financial Officer/Human Resources

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Kara joined QCI Asset Management, Inc. in April 2019 as Controller.  Kara brings over 25 years of financial expertise to the position and is a graduate of SUNY Brockport.  Kara previously worked as an Assistant Corporate Controller at LeChase Construction Services, LLC.

Kara currently resides in Pittsford, NY where she enjoys cooking, playing tennis and skiing.

Dolores Pettit

Administrative Assistant/Receptionist

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Dolores joined QCI as an Administrative Assistant/Receptionist in July 2019 and brings over 20 years of financial experience to the position. Dolores previously worked as a Sales Assistant at Prudential and Merrill Lynch.

Dolores resides in Penfield, NY where she enjoys traveling, yoga, swimming, skiing and walking her Pomeranian.

Linda Reagan

Director of Client Services

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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.

Jim Ross

Operations/Fixed Income Trader

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Jim joined QCI Asset Management Inc. in 2017 as a Client Services Administrator.

Prior to joining QCI, 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.

In his spare time, Jim enjoys exercising and spending time with his friends.

Mark Rush

Director of IT and System Operations

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General Background

Mark joined QCI Asset Management Inc. in 2017 as a Director of IT and System Operations. Prior to joining QCI, Mark worked as a Senior Network/System Administrator for Pervasive Solutions and brings twenty years of industry experience to the position.
 
Mark is a graduate of Rochester Institute of Technology with a B.S. degree in Information Technology.
 
In his spare time he enjoys golfing, coaching lacrosse and spending time with his wife and two children.

Thomas Sauer

Senior Equity Analyst

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Tom joined QCI Asset Management Inc. in 2019 as a Senior Equity Analyst. 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 charterholder. He brings 8 years of industry experience to the position, formerly serving as Vice President, Equity Analyst for Howe & Rusling.

Tom currently resides in Penfield and enjoys spending time outdoors and golfing.

Jessica Sochor, AAMS®

Client Service Representative

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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.

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.

Kim Soles

Client Service Representative

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Kim Joined QCI in 2020. 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.

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.

 

 

Gregory Tedone, ARPC

Director of Consulting Services

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General Background

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.

A background as a Financial Consultant with TIAA and an Internal Regional Consultant with Manning & Napier Greg brings a comprehensive perspective when advocating fiduciary best practices.

He graduated from the State University of New York (SUNY) Geneseo and achieved an MBA in Finance from The William E. Simon Graduate School of Business Administration at the University of Rochester.

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.

Mythili Varma

Trade Operations Associate

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Prior to joining QCI in 2020, Mythili worked as a Senior Analyst at EY (formerly known as Ernst and Young). She holds a Master’s in Economics from Christ University in Bangalore and a Bachelor’s in Economics from Stella Maris College.

In her spare time Mythili enjoys drawing, travelling and reading.