Jerry Furciniti
Analyst-Equity chez NorthCrest Asset Management LLC
Profil
Mr. Gerald Furciniti, CFA MBA, is a Senior Equity Analyst & Portfolio Manager at NorthCrest Asset Management LLC.
He joined Wealth Enhancement Group in 2021 through the QCI acquisition.
He is a seasoned professional and has been in the financial services industry for over 20 years.
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.
He received his undergraduate degree from Rochester Institute of Technology and an MBA from Rochester Institute of Technology.
Postes actifs de Jerry Furciniti
| Sociétés | Poste | Début |
|---|---|---|
NorthCrest Asset Management LLC
 NorthCrest Asset Management LLC Investment ManagersFinance NorthCrest Asset Management LLC (NorthCrest) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2021 and is a wholly owned subsidiary of Wealth Enhancement Group LLC (WEG). NorthCrest primarily acts as sub-adviser to Wealth Enhancement Advisory Services LLC (WEAS), a registered investment adviser separates from but affiliated with NorthCrest through common ownership under WEG, to provide investment strategies for the benefit of its clients. | Analyst-Equity | 10/12/2021 |
Anciens postes connus de Jerry Furciniti
| Sociétés | Poste | Fin |
|---|---|---|
QCI Asset Management, Inc.
 QCI Asset Management, Inc. Investment ManagersFinance QCI Asset Management, Inc. (QCI) is an independent registered investment advisor headquartered in Pittsford, New York City. Founded in 1975, QCI provides fee-based investment management services for corporations, institutions, and high net-worth individuals. | Directeur Technique/Scientifique/R&D | 10/12/2021 |
Kodak Health Group
 Kodak Health Group Electronic Equipment/InstrumentsElectronic Technology Kodak Health Group develops, manufactures and markets medical, dental and surgical equipment. Its portfolio includes picture archiving and communications systems (PACS), radiology information systems (RIS), IT solutions, clinical information solutions, computed and digital radiography systems, laser imagers, mammography systems, x-ray film systems and dental imaging products. It is located in Rochester, NY. | Corporate Officer/Principal | 31/12/2000 |
Formation de Jerry Furciniti
| Rochester Institute of Technology | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
QCI Asset Management, Inc.
QCI Asset Management, Inc. Investment ManagersFinance QCI Asset Management, Inc. (QCI) is an independent registered investment advisor headquartered in Pittsford, New York City. Founded in 1975, QCI provides fee-based investment management services for corporations, institutions, and high net-worth individuals. | Finance |
Kodak Health Group
Kodak Health Group Electronic Equipment/InstrumentsElectronic Technology Kodak Health Group develops, manufactures and markets medical, dental and surgical equipment. Its portfolio includes picture archiving and communications systems (PACS), radiology information systems (RIS), IT solutions, clinical information solutions, computed and digital radiography systems, laser imagers, mammography systems, x-ray film systems and dental imaging products. It is located in Rochester, NY. | Electronic Technology |
NorthCrest Asset Management LLC
NorthCrest Asset Management LLC Investment ManagersFinance NorthCrest Asset Management LLC (NorthCrest) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2021 and is a wholly owned subsidiary of Wealth Enhancement Group LLC (WEG). NorthCrest primarily acts as sub-adviser to Wealth Enhancement Advisory Services LLC (WEAS), a registered investment adviser separates from but affiliated with NorthCrest through common ownership under WEG, to provide investment strategies for the benefit of its clients. | Finance |