Ed has provided financial services for more than 30 years. He joined his previous firm, QCI Asset Management, in 1992 and became a principal in 1994. In 2021, QCI joined forces with Wealth Enhancement Group and Ed was named Managing Director of the Rochester, NY-based QCI Team. He manages the overall investment process and equity research effort for the team, as well as contributes as an equity research analyst and serves as a senior portfolio manager.
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.
jmarshall@wealthenhancement.com
Jake became part of the Wealth Enhancement Group organization via a merger with Kings Point Capital in 2022. After joining the Kings Point Capital team in 2009, he ultimately achieved partnership in the firm and now currently serves as one of the team’s managing directors.
Jason became part of Wealth Enhancement Group via a merger with Kings Point Capital in 2022. In 2023, Jason was promoted to Senior Vice President, Financial Advisor & Managing Director of the Kings Point Team, which manages over $1.7 billion with team members based in Nashville, TN and Great Neck, NY.
Blake joined Wealth Enhancement Group through the North American Management merger, where he was Chief Operating Officer from 2009 - 2021 and managing day-to-day operations and wealth advisory services. Prior to joining North American Management, he managed the operations department for Mintz Levin Financial Advisors, where he also served as a member of the investment committee. Before that, he oversaw the operations of Acadian Asset Management, an institutional investment firm.
Over the course of more than two decades in the financial services industry, Eric held senior management positions with multiple institutional asset managers. Eric believes the skills those jobs required (and the experiences they provided) make him perfectly suited for his current role as Senior Vice President, Financial Advisor & Managing Director. Eric joined Wealth Enhancement Group in 2022 through the Titus Wealth Management acquisition.
