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.