Kevin P. Gavagan
CFA
Principal and Portfolio Manager
kgavagan@e-qci.com

SPECIALIZATIONS
Kevin's primary responsibilities are portfolio management for tax-exempt and taxable clients, and equity research, concentrating on technology related industries. Kevin heads up QCI's post-venture equity investment services, acting as Research Analyst and Portfolio Manager.

GENERAL BACKGROUND
Joined the firm in 1988, after having served as Director of the Investment Office of the University of Rochester, and as an investment officer for Cornell University's Investment Office.  Began his career as a Research Analyst for the trust department of Lincoln First Bank in 1978.

Became a principal of QCI in 1989

Chartered Financial Analyst designation awarded in 1982

MBA, Rochester Institute of Technology, 1979

BA, SUNY Geneseo, 1975

AFFILIATIONS
SUNY Geneseo Foundation:Treasurer;  Board of Directors

George Eastman House:  Board of Trustees

United Way of Greater Rochester:  Board of Directors

RIT High Technology Incubator:  Board of Directors

CFA Society of Rochester

CFA Institute

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David F. Khalil
CFA
Principal and Portfolio Manager
dkhalil@e-qci.com

SPECIALIZATIONS
David's primary responsibilities are portfolio management for tax-exempt and taxable clients and equity research concentrating on consumer cyclical industries. David also has responsibilities in the small cap/emerging growth area as a Research Analyst and Portfolio Manager.

GENERAL BACKGROUND
Prior to joining the firm in 1992, David was a partner with Chase Lincoln Capital Advisors, where he managed both large cap and small cap mutual funds and common trust funds with combined assets exceeding $300 million. David began his career in 1982 with Howe & Rusling, where he became manager of equity research. 

Became a principal of QCI in 1994

MBA, University of Rochester, 1989

Chartered Financial Analyst designation awarded in 1986
BA, Ohio Wesleyan University, 1981

AFFILIATIONS

Delphi Drug and Alcohol Council:  Board of Directors

PRALID-People Rebuilding and Living in Dignity:
Past Board of Directors

CFA Society of Rochester:  Past Board President

CFA Institute

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Paul F. Roland
Principal and Portfolio Manager
proland@e-qci.com

SPECIALIZATIONS
Paul heads the fixed income management process at QCI, with primary responsibility for implementing QCI's fixed income strategy decisions. Paul also serves as portfolio manager for taxable and tax-exempt fixed income client accounts.

In addition, Paul leads our Fiduciary Plan Services Program.  He draws upon his experience to provide broad investment oversight in this area.

GENERAL BACKGROUND
Joined the firm in 1987, after serving for two years as an Equity Research Analyst at Chase Lincoln Bank's Trust department. Prior to joining QCI, Paul also had served as the manager of the investment portfolio for Central Trust Co.

Became a Pincipal of QCI in 1991

MBA in Finance, University of Rochester, 1987

BS, Cornell University, 1981

AFFILIATIONS
Aquinas Institute:  Board of Trustees/Foundation Board Chairman

YMCA of Greater Rochester:
Board of Dirctors/Chairman of Investment Committee

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H. Edward Shill II
CFA
Principal and Portfolio Manager

eshill@e-qci.com

SPECIALIZATIONS
Ed's primary responsibility is as Chief Investment Officer of QCI with an emphasis on the equity selection and portfolio construction process. Other primary responsibilities include portfolio management for institutional and taxable clients.

GENERAL BACKGROUND
Joined the firm in 1992, after having served as an analyst and portfolio manager for five years for Fleet/Norstar Investment Advisors.

Became a principal of QCI in 1994

Chartered Financial Analyst designation awarded in 1989

MS in Economics and Finance, University Center at Binghamton, 1986

B.S. in Economics and Finance, SUNY Brockport, 1985

Rochester Business Journal "40 Under 40" honoree, 2001

AFFILIATIONS
CFA Institute

CFA Society of Rochester

Alternatives for Battered Women:  Board Member

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