OUR FOCUSED COMMITMENT, INTEGRITY, AND EXPERTISE DELIVERS RESULTS FOR YOU.
Ready to get to know QP Wealth Management? We are a small group of dedicated financial experts who work in practiced partnership with each other to fuel client success. Together, we serve a select group of dynamic entrepreneurs and families who find a fit with us.
CHIEF EXECUTIVE OFFICER
CO-CHIEF INVESTMENT OFFICER
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 your 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 Alternatives Investment 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 and a board member 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.
CO-CHIEF INVESTMENT OFFICER
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.
CHIEF OPERATING OFFICER
CHIEF COMPLIANCE OFFICER
Lisa coordinates the team’s operations. 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 35 years of financial services experience, Lisa has had the opportunity to work for financial organizations including Advest, RBC, and Morgan Stanley. Prior to co-founding QP Wealth Management, Lisa served as a vital member of the team at Morgan Stanley and has worked with them since 2010.
Lisa began her financial services career at Thomson McKinnon in 1983 after attending Montclair University.
Lisa currently lives in Bricktown with her husband, Rich, and grew up on the Jersey Shore. Lisa is an active volunteer with St. Jude Children’s Research Hospital, enjoys photography, gardening, reading, and loves to travel.
Megan Rizzitello joins QP Wealth Management as an administrative assistant, 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. In addition, Megan is the head varsity girls soccer coach. 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. She enjoys fitness, traveling, and spending time with her family and friends.
CLIENT SERVICE ASSOCIATE
Jackie joined QP Wealth Management as a Client Service Associate in November 2020. She assists the team with operational tasks with a focus on delivering exceptional client service. Prior to joining QP, Jackie began her financial career at First Republic Bank where she delivered white glove service and assisted in daily operations for the deposit team.
Jackie graduated from Rutgers University in 2016 with a bachelor’s degree in Human Resource Management, and a minor in Psychology. She currently lives in Matawan, NJ.
Jackie enjoys spending time with her family and friends, golfing, gardening, sport events, and the beach.
CLIENT SERVICE ANALYST
Bill brings over 30 years of experience in the financial services industry to QP Wealth Management. As a Client Service Analyst, he is responsible for utilizing the technological resources of the firm to provide clear, customized and insightful client reporting.
Bill has worked as a portfolio manager for a number of bank trust departments, including JP Morgan and BMO Harris Bank. At Comerica, he managed a team of five portfolio managers located in Florida. Assets under management exceeded $1 billion. Bill earned his B.A. from Rollins College and his MBA from The Crummer Graduate School of Business at Rollins College.
Bill and his wife, Michelle, live in Boynton Beach. They have two children, Melissa and Patrick, who also live in the area. Bill enjoys golf and spending time with his family.
We go beyond business.
QP Wealth Management is a seasoned team with interlocking strengths. We choose our clients carefully and the relationships we build go beyond business—fostering comfort and trust. Our clients know they can count on us any time they need the benefit of our insights—always serving with purpose.