AEPG® Wealth Strategies Welcomes Gary Quinzel, CFA, MBA

Gary Quinzel, CFA, MBA

Vice President & Senior Portfolio Manager

Phone: 908-757-9765   E-mail: GQuinzel@aepg.com

 

AEPG® Wealth Strategies is pleased to announce that Gary Quinzel, CFA, MBA has joined the firm as Vice President & Senior Portfolio Manager in our Investment Management Team. Gary will be responsible for managing the firm’s investment process, portfolio selection and most importantly educating and guiding our clients on their investments.

Gary has worked in the financial services industry for over 13 years in various roles developing a deep and broad exposure to the financial markets. Gary joins AEPG from Merrill Lynch where most recently, Gary was the Senior Investment Analyst for a Private Banking & Investment Team located in New York. There he was responsible for managing relationships with ultra-high-net-worth clients, developing multiple model portfolios, delivering market commentary, proposing new investment ideas, and overseeing the performance review process. Gary earned his M.B.A. in Finance from Seton Hall University and he earned the Chartered Financial Analyst (CFA) designation in 2012.

Gary is excited about joining the AEPG® team. His goal is to “educate clients on investing and help them make wise investment choices.”

Chris Schiffer AEPG’s COO commented, “Gary was the perfect choice for the position. He is smart and has the right demeanor for working with our clients.

”Steven Kaye, AEPG’s CEO added, “Gary has great depth, experience and takes a real ‘personal planning approach’ to investment management.”

Help us in welcoming Gary to the team!