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-FOUNDER
CHIEF EXECUTIVE OFFICER
CO-FOUNDER
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.
CO-CHIEF INVESTMENT OFFICER
PORTFOLIO MANAGER
CO-FOUNDER
CO-CHIEF INVESTMENT OFFICER
PORTFOLIO MANAGER
CO-FOUNDER
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
CO-FOUNDER
CHIEF OPERATING OFFICER
CHIEF COMPLIANCE OFFICER
CO-FOUNDER
Lisa leads the operations, compliance, and human resources functions for the team, ensuring seamless service and exceptional client care. Whether managing large-scale initiatives or addressing day-to-day needs, Lisa consistently goes above and beyond to exceed client expectations with efficiency, attention to detail, and unwavering integrity.
With over 40 years of experience in financial services, Lisa has built a distinguished career, holding pivotal roles at industry-leading institutions such as RBC, Thomson McKinnon, and Morgan Stanley. Her expertise spans a broad spectrum of operational and client service functions, supported by her Series 7 and Series 66 licenses, which underscore her deep knowledge of the financial industry. Before co-founding QP Wealth Management, Lisa played a key role at Morgan Stanley, where she worked closely with her current team since 2010. Her dedication to simplifying complex processes and delivering personalized service empowers clients to focus on their goals with confidence and peace of mind.
Lisa resides in both the Florida Keys, and New Jersey with her husband, Rich, enjoying the unique lifestyle each location offers. Whether soaking in the serene beauty of the Keys or embracing the vibrant pace of life in New Jersey, Lisa finds inspiration in her surroundings. She has a passion for photography, capturing moments that reflect the charm of each place. An avid reader, Lisa enjoys exploring a wide range of genres, from thought-provoking non-fiction to captivating novels. She treasures time spent with family and friends, whether hosting gatherings, exploring new adventures, or simply enjoying life’s special moments in both states.
CO-CHIEF INVESTMENT OFFICER
CO-CHIEF INVESTMENT OFFICER
Alèco Savvas serves as QP’s Co-Chief Investment Officer, with concentration on alternative investments and private market products. This key role focuses on alternative investment assessment, risk management, and portfolio construction. Utilizing his expertise in private markets and QP’s due diligence process, Alèco identifies and vets alternative investment opportunities and then counsels clients on strategy, placement, and performance results. His dedication, analytical acumen, and strategic insight make him an asset to our team, consistently driving our investment strategies to meet portfolio needs.
Alèco joined QP as a Financial Analyst and advanced his role over the years through his continuous quest for knowledge and top-tier service to clients. He is passionate about solving complex financial challenges and creating tailored solutions to help clients grow and succeed. For him, it’s about delivering consistent excellence and value in all that he does.
Committed to professional development, Alèco successfully passed Level I of the Chartered Alternative Investment Analyst program (CAIA) and is actively preparing for Level II. Alèco graduated summa cum laude from Lynn University with an MBA in Financial Valuation and Investment Management and holds a Bachelor of Science in Business Administration and Management from Ottawa University (summa cum laude).
Before setting up his career path, Alèco moved to Cyprus at fifteen to pursue his professional soccer career and spent 2 years playing professionally in southern Europe. His goal was always to manage and invest his own capital, using professional sport as the conduit to do so.
Outside the office, Alèco and his wife spend their time cycling, golfing, and watching formula 1. His ideal weekend is a good cup of coffee paired with a private placement memorandum or market research.
SR. CLIENT SERVICE OPERATION SPECIALIST
SR. CLIENT SERVICE OPERATION SPECIALIST
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.
BUSINESS DEVELOPMENT EXECUTIVE
BUSINESS DEVELOPMENT EXECUTIVE
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!
CLIENT SERVICE OPERATION SPECIALIST
CLIENT SERVICE OPERATION SPECIALIST
With a strong foundation in business administration, Leigh Strange brings over 31 years of experience to the operations team at QP Wealth Management. Leveraging expertise in process management, organizational efficiency, and client support, Leigh ensures seamless operations across all aspects of the wealth management business. Leigh is passionate about optimizing workflows and enhancing the client experience, using a detail-oriented approach honed through a successful career in business administration. Dedicated to supporting the admin team and clients, Leigh plays a vital role in delivering personalized wealth management services with precision and care.
In her personal time, Leigh enjoys crafting and spending time with her family and friends. Leigh and her husband Jason reside in Chesapeake, VA with their three standard poodles. They have two children, Megan and Michael, who live in Virginia and Texas.
OPERATIONS ASSOCIATE
OPERATIONS ASSOCIATE
Samantha Hawkins, started in the financial Industry working as a performance and reporting specialist at the broker dealer Cambridge Investment Research. Worked in that position for 5 years and moved to Omaha, Nebraska where I started work at Orion Advisor Technology as a Data Reconciliation Specialist where I stayed for 4 years before going the team at QP Wealth Management.
FINANCIAL PLANNING ASSOCIATE
FINANCIAL PLANNING ASSOCIATE
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.
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.