A seasoned portfolio manager and investment strategist, Brian has been in the asset management business since 1992 and joined Wealth Enhancement Group through the 10-15 Associates merger. He gained valuable experience managing funds at places such as Picton Mahoney Asset Management, where he successfully launched and ran a U.S. equity hedge fund that outperformed peers, and AllianceBernstein, where he authored investment strategy pieces and engaged institutional clients.

For over 25 years, Mark has successfully managed investments for high-net worth individuals, trusts and foundations using third-party managers, mutual funds, ETF’s and individual securities. He has spent much of his career as an equity analyst and has particular expertise managing individual stocks and dealing with the challenges of portfolios that have low cost basis stocks and concentrated holdings.   

Gary began his career in investment strategy and management in 2003. He is highly-skilled in the areas of macroeconomic research, portfolio management and investment analysis. Gary also enjoys delivering market commentary and guidance to clients. He lives in Morris Township, NJ with his wife Andrea and their daughter Avery. In his free time, you will find Gary spending time in the outdoors, running and playing sports.

Dave 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. Dave began his career in 1982 with Howe & Rusling, where he was the Manager of Equity Research. He joined Wealth Enhancement Group in 2021 through the QCI acquisition. In his spare time, he enjoys playing golf, and spending time with his wife, Mary, and three children.