H. Edward Shill, CFA
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.
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.
David F. Khalil, CFA
Chief Compliance Officer, Portfolio Manager
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.
Gerald Furciniti, CFA
Principal, Portfolio Manager
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.
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
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
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.
Senior Fixed Income Portfolio Manager, Trader
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.
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.
Mark joined QCI Asset Management Inc. in 2017 as an intern, and is now focusing on the compliance aspects of the industry. Mark is set to graduate from SUNY Brockport in 2019. In his spare time, Mark enjoys spending time in the outdoors and playing basketball.
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.
Retirement Plan Services Coordinator
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.
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.
Senior Client Services Representative
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.
Fixed Income Analyst
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.
He graduated from 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.
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 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 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 State University of New York at 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.
Jeff McCormack , CFA
Portfolio Manager, Senior Equity Analyst
Jeff is a Portfolio Manager and Senior Equity Analyst.
Jeff joined QCI in 2017 as a Portfolio Manager and Senior Equity Analyst after having served as Director of New Technologies for Calvary Robotics. Prior to Calvary, Jeff worked for Manning & Napier as a health care analyst and portfolio manager. Since 2012, Jeff has helped advise, mentor, and fund raise for several health care and technology start-ups. Jeff is a CFA Charterholder and earned a BS in Mathematics from Nazareth College.
Jeff is active in the community, serving on the board of the CFA Society of Rochester and acting as an Assistant Den Leader for his son’s Cub Scouts pack. He previously served on the board of Mary Cariola’s Children Center.
Jeff and his wife, Theresa, reside in Webster, and have three children who keep them busy with sports, scouting, and music.
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.
Director of IT and System Operations
Client Services Administrator
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.
Fixed Income Trader/Operations Associate
Chris joined QCI Asset Management, Inc. in 2019 as a Fixed Income Trader/Operations Associate.
Prior to joining QCI, Chris worked at Manning & Napier.
Chris received his Bachelor of Science in Business with a concentration in Finance and Accounting from the University of Rochester.
In his spare time, Chris enjoys playing golf, tennis and spending time with friends. Currently he resides in Rochester.
Senior Equity Analyst
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.
Rebecca joined QCI Asset Management Inc. in 2018 as an Administrative Assistant. Rebecca brings 30 years’ experience to the position and worked as an Administrative Assistant for Conifer Realty, LLC and Davie Kaplan, CPA, P.C. Currently Rebecca lives in the City of Rochester and in her spare time she likes yoga, gardening, reading, volunteering and spending time with family and friends.
Retirement Plan Consultant
Greg joined the firm in 2018 as a Retirement Plan Consultant after having served as Financial Consultant at TIAA. Greg’s primary responsibilities involve working with retirement plan sponsors in structuring and reviewing their retirement plans, as well as working with plan participants on their retirement preparedness.
He graduated from State University of New York at Geneseo in 2010 with a BA in Political Science.
Greg is currently pursuing his MBA at the University of Rochester, Simon School of Business.