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 brings more than 40 years experience in financial services to her role leading operations, and human resources at QP Wealth Management. Throughout her career, she has served in leadership positions at RBC, Thomson McKinnon, and Morgan Stanley, where she began working with her current team in 2010. Licensed with her Series 7 and 66, Lisa combines technical expertise with a client-first approach, ensuring every detail is managed with care.

Beyond the office, Lisa divides her time between the Florida Keys and New Jersey with her husband, Rich. She enjoyed photography, reading, and spending time with family and friends–whether hosting, exploring, or simply soaking in the beauty of each place she calls home.

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.

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!

Simon Kauppila joins the QP team as a Financial Planning Associate and Support Advisor. He will assist the advisor team in a variety of capacities, including drafting financial plans, preparing materials for client meetings, and supporting analysis. Simon will play an integral role in data gathering, maintaining internal models and systems, and helping ensure a high standard of service delivery.

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.

Prior to joining QP, Simon spent his college summers as 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 starting to work on his golf game.

Samantha joins the QP Wealth Management team as an Operations Assistant, bringing with her a strong background in operations support and specialized platforms. She began her career in the financial industry, working as a performance and reporting specialist at the broker dealer Cambridge Investment Research, where she gained valuable experience in project management and analytical thinking. She then moved into the role of Data Reconciliation Specialist for Orion Advisor Technology, where for four years, she found her passion for data management and proficiency.

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.

Carley joins the QP Wealth Management team as an Administrative Assistant, bringing with her a strong background in administrative support. She began her career in the healthcare sector, where she gained valuable experience managing office operations, coordinating schedules, and supporting professionals in fast-paced environments. Her transition into the financial services industry reflects her passion for organization, attention to detail, and commitment to delivering a seamless client experience.

Carley is deeply motivated by her children, who inspire her to bring a strong work ethic and positive attitude to everything she does. Her personal drive and commitment to excellence make her a valued member of the QP Wealth team.