THE TEAM

Jim is responsible for shaping the strategic vision at QP Wealth Management. He started in the business in 1989 and witnessed an evolution in wealth management that has defined QP’s why and how. Through the years he has developed and refined a thorough process to serve our client’s comprehensive needs. It begins with his deep understanding of each client and their family dynamic. From discovery to serving their legacy, his involvement and attention to detail are exceptional. The QP process ensures that all the pieces of a person’s financial life work in sync and that no stone is left unturned.

Jim also brings extensive knowledge of alternative investments to the QP team. His commitment to an enhanced due diligence process and ability to explain these complex products brings distinct value to the clients we serve.

Prior to co-founding QP Wealth Management, he was with Morgan Stanley where he served as an Alternative Investments Director, Portfolio Management Director, and Family Wealth Director.

Jim served as Regional Sales Manager at Fleet Enterprises and Senior Vice President at Wachovia Securities before joining Morgan Stanley. He holds a B.S. in Accounting from Rutgers University.

Jim grew up in a military family and is Chairman Emeritus for the Marine Corps Scholarship Foundation in New Jersey. He and his wife, Susie, live in Highland Beach, FL. Jim enjoys golfing, cooking, reading, and traveling.

Thom serves as the lead portfolio manager at QP Management Group. His knowledge of fixed income, equities, and options strategies is the core of his more than 12 years of asset management experience. Thom is an avid researcher, always striving to uncover new opportunities to complement client portfolios as well as mitigate tax burden.

He earned his Certified Portfolio Manager® (CPM®) designation, completed at Columbia University, and is a current member of the Academy of Certified Portfolio Managers.

Prior to co-founding QP Wealth Management, Thom spent nine years at Morgan Stanley, and three years as an independent options trader. Thom’s unique journey includes having attended the New School for Social Research in Manhattan. There, Warner Brothers hired him as a Reader and Junior Story Analyst. Lucky for us, Thom eventually discovered his talent and passion for the world of finance — but only after an exciting career in the motion picture industry.

Thom grew up in the Two Rivers area. He now he lives in Fair Haven with his wife, Shelley, their daughter, Anneka, and their dogs, Archer and Biscuit. As an animal lover, Thom has opened his home to friendly pigs, goats, lion and tiger cubs, monkeys, and even a hybrid wolf. In his free time, Thom loves hunting and skeet shooting. Ever inventive, Thom also enjoys molecular gastronomy and has built his own curing chamber for pancetta and prosciutto de parma and has added a 3d printer to his collection.

Lisa coordinates the team’s operations and compliance. From the largest request to the smallest task, Lisa strives to exceed client expectations and excels at addressing questions quickly, efficiently, and with exceptional care and integrity.

With more than 38 years of financial services experience, Lisa has had the opportunity to work for financial organizations including RBC, Thomson McKinnon and Morgan Stanley. Prior to co-founding QP Wealth Management, Lisa served as a vital member of this team at Morgan Stanley and has worked with them since 2010. Lisa makes it her personal mission to help clients without them having to worry about the small details.

Lisa currently lives in Summerland Key, Florida with her husband, Rich. Lisa, when not working with clients, enjoys photography, reading, and spending time with her family.

Megan Rizzitello joins QP Wealth Management as an Client Service Associate, bringing multi-tasking and organizational skills coupled with energy and enthusiasm. During the school year, she teaches math at Rumson Fair Haven Regional High School, where she is committed to student success inside and outside of the classroom. She believes that young adult success is created through meaningful relationships. She teaches online courses at the Monmouth and Ocean Educational Services Commission and is also an administrative assistant for the Marine Corps Scholarship Foundation, Jersey Shore Chapter, where she assists in fundraising and event planning.

Megan graduated from Kutztown University with a degree in Secondary Education: Mathematics and a minor in Psychology. She is a lifelong resident of the Jersey Shore and currently lives in Point Pleasant with her husband, Paul, and son, Jordan. She enjoys the beach, traveling, and spending time with her family and friends.

Leigh Strange joins QP Wealth Management as a Business Administrator with over 31 years of experience. She will primarily be responsible for the firm’s accounting, procurement of vendors, travel planning, maintaining business continuity and data security plans, and scheduling systematic contact activities.

In her most recent role with Amentum, her expertise was in government contracting serving in several vital roles such as Program Management Support Specialist, Timesheet Coordinator, Buyer/Direct purchaser for contracts, and Financial Budget Analyst.

Leigh and her husband Jason reside in Chesapeake, VA with their two standard poodles. They have two children, Megan, and Michael, who live in Virginia and Texas.

Maggie Joins the QP Wealth Management Team As A Business Development Executive.

Maggie Is Passionate About Helping People With A Strong Vision Achieve Their Goals. She Met The QP Wealth Management Team In 2019 When She Oversaw The Development Of The Firm’s Brand, Website, And Launch Strategy.

Now Serving As A Business Development Executive At QP, Maggie Works Closely With Leadership To Identify New Opportunities, Establish Strategic Processes, And Coordinate Thoughtful Connections For Growth. Maggie Has Worked In Communications For Over 12 Years, Half In Financial Services. She Has Extensive Experience In Strategic Planning, Project Management, Relationship Development, And Marketing. Prior To Joining QP, She Served As The Chief Marketing Officer At Truclarity, A Consulting Firm Helping Advisors Launch And Grow Their Practices. Before Her Time At Truclarity, She Was An Award-Winning Senior Director At Bowstern Marketing.

Maggie Received A BS In Communications, With An Emphasis In Public Relations And A Minor In Business Administration, From Florida State University.

A Resident Of Tampa, FL, With Her Husband, Chase, Maggie Enjoys Fishing And Kayaking Around The Pond Behind Her Home. She Loves Going To The Beach, Taking Dance Classes, And Learning Guitar. She Is An Active Member Of Seminole Heights United Methodist Church. She Also Is An Iowa Hawkeye And An FSU Fan!

Alèco joins the QP Wealth Management team as a Financial Analyst, bringing a focus on financial valuations and investment management.

As he began to pursue his academic goals, Alèco discovered his passion for numbers, patterns, and trends. He graduated Summa Cum Laude from Ottawa University with Bachelor of Science degree in Business Administration and Management. He is currently working on completing his Masters of Business in Financial Valuation and Investment Management at Lynn University.

Before settling into his career path, Alèco moved to Cyprus, at the age of fifteen, to pursue his professional soccer career.  He played in the Cypriot first division for 2 years, in which he traveled to five countries on three different continents.

Outside the office, Alèco spends his free time reading and learning, cycling, golfing, and watching Formula 1.

Ezra Joins QP Wealth Management As A Finance Associate, With A MBA In Investment Management From Lynn University. As Part Of Our Private Markets Investment Team, Ezra Supports In Handling Client Meeting Material, Fund-Level Activity, And Tracking Alternative Investment Data.

He Is Passionate About Building Meaningful Relationships Through Meaningful Work And Is Very Driven, Solution-Oriented, And Energetic. Also, While Completing His Studies, He Gained Experience In The Mining Sector.

Outside The Office, Ezra Enjoys Exercising, Reading, Cooking, Finding Unique Restaurants, And Spending Quality Time With Those Close To Him.

Simon will be joining the QP team as a Financial Planning Associate. He will support the investment team in a variety of roles, including investment analysis, portfolio performance reviews, and research.

Simon graduated from Brandeis University in the spring of 2023 with a degree in Economics and a minor in business.  At Brandeis, Simon was captain of the nationally ranked tennis team, and treasurer of Phi Kappa Psi.

During his college summers, Simon was a Tennis Pro at Hampton Racquet in East Hampton, New York where he taught clinics and private lessons, was a brand ambassador for Wilson/Kith, and led the initial pickleball campaign for the club.

Simon grew up in St. Louis, Missouri and now resides in Highland Beach, Florida where he can often be seen e-foiling in the ocean.  Simon enjoys playing and watching sports, reading, and is finally learning to cook.