Our Team

H. Edward Shill II, CFA

President, CEO

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Specializations

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. Ed is also a Senior Portfolio Manager and is the firm’s Chief Financial Officer.

 

General Background

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 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.

David F. Khalil, CFA

Principal, Chief Compliance Officer, Portfolio Manager

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Specializations

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

General Background

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.

Gerald Furciniti, CFA

Portfolio Manager, Senior Equity Analyst

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Specializations

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

General Background

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.

Jerry and his wife, Laura, reside in Fairport, and have two sons and a daughter that keep them busy.

Kevin P. Gavagan, CFA

Portfolio Manager, Analyst

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Specializations

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

General Background

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, and Director of RIT Venture Creations.  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 two 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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Specializations

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.

General Background

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.

Alex Bernier

Equity Trader

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General Background

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.

Julie Bohrer

Compliance Administrator

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General Background

Julie joined QCI Asset Management Inc. team in 2015. She brings nine years of experience to the position and is a graduate of Keuka College with a Master’s degree in Business Management. In her spare time, Julie enjoys spending time with her husband, Ken and their three dogs.

Kristina (Tina) Burmeister

Controller

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General Background

Tina has been with the firm since February 2002. She brings over 20 years of industry experience to the position and is a graduate of New Hampshire College with a Bachelor’s degree in Business Administration. Tina previously served as Accounting Assistant for Spectracom Corp. In her spare time Tina enjoys traveling with her daughters.

Timothy D. Calkins, CFA

Senior Fixed Income Strategist, Portfolio Manager

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Specializations

As Senior Fixed Income Strategist, Tim’s primary responsibilities are in the areas of Fixed Income research and portfolio management. He is also responsible for our Economic research and outlook.

General Background

Tim joined QCI as a Fixed Income Analyst in 2002 after completing an internship at HSBC Bank, in Buffalo, New York.

Tim is a CFA charterholder and received a B.S. of Finance from Canisius College.

Tim has served as a board member for the CFA Societies of Buffalo and Rochester, as well as multiple not for profits. Tim helped organize the first CFA Research Challenge of WNY, serving as a local judge, as well at the Americas finals.

Wendy Carlson

Administrative Assistant

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General Background

Wendy joined the firm in 2011 and was promoted to Administrative Assistant in 2012. Wendy comes from her family-owned business in Nevada, where she had corporate sales responsibilities. She holds a Bachelor of Science Degree from Montana State University in Human Services. In Wendy’s spare time she enjoys spending time with her family and loves to read.

Adam Covey

Senior Equity Analyst

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General Background

Adam joined QCI Asset Management Inc. in 2015 as a Senior Equity Analyst. Prior to joining QCI, Adam worked at Manning & Napier as a Hedge Fund Analyst and brings thirteen years of industry experience to the position. Adam has also worked for Sovereign Bank, Harvard Management Company, and Blackrock/State Street Research.

Adam is a graduate of Boston University with a Bachelor’s degree in Business Administration and a Master’s degree in Investment Management.

In his spare time, Adam is very active in the Rochester running community and interested in health and wellness.

Ed Foley

Executive Assistant

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General Background

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.

Christopher Hoffarth

Retirement Plan Services Coordinator

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Specializations

Chris works with plan sponsors in structuring and reviewing their retirement plans, in coordination with outside plan administrators and other professional advisors.

Chris also 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.

General Background

Chris joined QCI in 2013. 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

Client Services

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General Background

Kelly is responsible for client administration services and account reconciliation. 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.

Mike LaMarca

Trade Operations Associate

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General Background

Mike joined QCI Asset Management Inc. in 2016 as a Trade Operations Associate. Prior to joining QCI, Mike worked at Paychex as an Adjustment Specialist and is a graduate of Alfred University with a background in finance, economics, and accounting.

Tim Maher

Client Strategist

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General Background

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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General Background

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.

Linda Reagan

Client Services

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General Background

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.

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.

James Ross

Client Services Administrator

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General Background

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

Prior to joining QCI, James worked at PanAgora Asset Management (in Boston) as an Investment Operations Associate and brings two years of industry experience to the position.

James 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, James enjoys exercising and spending time with his friends.

Mary Smith

Client Services Administrator

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General Background

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

Prior to joining QCI, Mary worked at Investment Security Group, Inc. as an Administrative Assistant and brings eleven years of industry experience to the position.

In her spare time, Mary enjoys hiking, reading and spending time with her family.