Profil
Mr. Gary M.
Quinzel, CFA MBA, is a Vice President & Chief Investment Officer at American Economic Planning Group, Inc. He has worked in the financial services industry for over 13 years in various roles developing a deep and broad exposure to the financial markets.
Mr. Quinzel joins AEPG in December 2016 from Merrill Lynch where most recently, he was the Senior Investment Analyst for a Private Banking & Investment Team located in New York.
Prior to that, from 2013 through 2015 he was an Investment Specialist within the Managed Solutions Group at Merrill.
There he provided portfolio construction and investment management advice and guidance to financial advisors and their clients.
He also provided investment manager coverage within the fixed income asset class for his team, where he focused his research on both taxable and tax-exempt fixed income investment managers offered through the firm’s Investment Advisory platform.
From 2006 through 2012, he worked in the Capital Markets Group, where he traded equities, as well as preferred and convertible securities.
In that role, he developed a broad knowledge of the various capital markets, including a deep understanding of electronic trading venues, algorithmic trading, and broker-dealer relations.
In addition, he traded securities for retail clients including venture capital participants and corporate executives.
His first role was a Portfolio Analyst as he performed several portfolio management roles for the Mutual Fund Advisor platform including orchestrating model changes and analyzing cash flows.
He earned his B.S.
in Business at the College of New Jersey and an M.B.A.
in Finance from Seton Hall University.
He also earned the Chartered Financial Analyst designation in 2012.
Gary and his wife reside in Morris Township, NJ.
Anciens postes connus de Gary M. Quinzel
| Sociétés | Poste | Fin |
|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Corporate Officer/Principal | 01/12/2016 |
Capital Markets Group
 Capital Markets Group Financial ConglomeratesFinance Capital Markets Group is a private company that has been assisting and advising owners and boards-of-directors for over 40 years. The company is based in Dallas, TX. The company specializes in the sale, recapitalization, management buyout, and generational transition of privately-held or family-owned mid-cap size companies. The company offers more services than a business broker and have lower rates. The company was founded by W. Dean Waters. | Analyste en capital-investissement | 01/01/2012 |
American Economic Planning Group, Inc.
 American Economic Planning Group, Inc. Investment ManagersFinance Founded in 1980 by Steven Kaye, American Economic Planning Group, Inc. is a registered investment advisor firm located in Warren, New Jersey. The firm provides personalized comprehensive wealth management to individuals, families and business owners. Their services include, but are not limited to financial planning, investment management, estate planning, 401(k)/retirement plan solutions, insurance planning and group employee benefits. American Economic Planning Group also does business as AEPG Wealth Strategies. | Directeur en chef des Investissements | - |
Formation de Gary M. Quinzel
| The College of New Jersey | Undergraduate Degree |
| Seton Hall University | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
American Economic Planning Group, Inc.
American Economic Planning Group, Inc. Investment ManagersFinance Founded in 1980 by Steven Kaye, American Economic Planning Group, Inc. is a registered investment advisor firm located in Warren, New Jersey. The firm provides personalized comprehensive wealth management to individuals, families and business owners. Their services include, but are not limited to financial planning, investment management, estate planning, 401(k)/retirement plan solutions, insurance planning and group employee benefits. American Economic Planning Group also does business as AEPG Wealth Strategies. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Finance |
Capital Markets Group
Capital Markets Group Financial ConglomeratesFinance Capital Markets Group is a private company that has been assisting and advising owners and boards-of-directors for over 40 years. The company is based in Dallas, TX. The company specializes in the sale, recapitalization, management buyout, and generational transition of privately-held or family-owned mid-cap size companies. The company offers more services than a business broker and have lower rates. The company was founded by W. Dean Waters. | Finance |
