About Q Wealth Partners

Meet THE
Q WEALTH Team

Executive Team

Jared
Rabinowitz
Executive & Founding Partner, UDP
Larry
Berman
CIO, Executive & Founding Partner
Stephen
Gasparek
Chief Marketing Officer, Head Of Partnership Development, & Executive Partner
Sara
Hilliard
Chief Operating Officer & Executive Partner
Jared
Rabinowitz
Executive & Founding Partner, UDP
Larry
Berman
CIO, Executive & Founding Partner
Stephen
Gasparek
Chief Marketing Officer, Head Of Partnership Development, & Executive Partner
Sara
Hilliard
Chief Operating Officer & Executive Partner

INVESTMENT Team

Dan
Shkolnik
Director, Portfolio Strategy & Trading
James
McInnis
Senior Portfolio Manager and Investment Strategist
Brandon
Berman
Portfolio Manager, Head of Trading
Ross
Shelton
Associate Director, Portfolio Analytics, Portfolio Manager
James
Miller
Fund And Trade Operations Specialist, Associate Portfolio Manager

Operations Team

Laura
Cirlincione
Director, Advisor Support Services
Antora
Ahmed
Associate Director, Transitions & Operations
Stephani
Evans
Manager, Corporate Communications
Mandira
Mahajan
Manager of Investment Operations
Kim
Town
Team Lead, Partner Success
Sara
Correa
Senior Transitions & Training Specialist
Lisa
Lei
Transitions & Training Specialist
Tiffany
Chik
Transitions Specialist
Emmy
Mestancik
Senior Administrator
Ruth
McClure
Senior Account Administrator
Christine
Bates
Account Administrator
Lauren
Hoffer-Richler
Account Administrator
Emanuela
Verzella
Administrator

TECHNOLOGY & IT Team

Matt
Petras
Director of Platform Development
Mike
Marchessault
Associate Director, Product Manager
Jordan
Thiessen
Senior Full Stack Developer
Paul
Miczynski
Full Stack Developer
Thomas
Kosciuch
Staff Engineer
Gabriel
Atienza-Norris
Junior Full Stack Developer
Alex
Wong
Head of IT
Haider
Failey
Systems Administrator

Marketing Team

Josh
Mendleson
Director, Marketing
Jeff
Foy
Lead Web & Graphic Designer
Mike
Marchessault
Associate Director, Product Manager
Olivia
Kim
Marketing & Social Media Associate
Mohit
Kumar
Video Editor
Haley
McMahon
Web & Graphic Designer
Jori
Levy
Marketing Associate

Compliance Team

Catherine
Dorna
Chief Compliance Officer
Jennifer
Lam
Director of Compliance
Lejla
Lalic
Compliance Analyst / Administrator

Finance Team

Brian
Sharp
Head of Finance
Marvin
Chu
Controller

CORE PM Team

Chris
Heaman
Portfolio Manager
Bonnie
Gunn
Portfolio Manager
Anastasiia
Myronenko
Portfolio Manager
Nikala
Radley-Smith
Associate Portfolio Manager

Portfolio Management Team

Nicole
Allore
Portfolio Manager
Nick
Bockstael
Portfolio Manager
Chris
Briggs
Portfolio Manager
Andrew
Chowne
Portfolio Manager
Miles
Clyne
Portfolio Manager
Dwayne
Henne
Portfolio Manager
Mike
Holden
Portfolio Manager
Manish
Kanani
Portfolio Manager
John
Lunz
Portfolio Manager
Mike
MacMillan
Portfolio Manager
Stewart
Mackie
Portfolio Manager
Fabien
Ouellette
Portfolio Manager
Rob
Parrish
Portfolio Manager
Andrew
Rodych
Portfolio Manager
Sam
Rook
Portfolio Manager
Patrick
Callan
Associate Portfolio Manager
Jennifer
Clyne
Associate Portfolio Manager
Mark
Davies
Associate Portfolio Manager
Brendan
Holden
Associate Portfolio Manager
Kenneth
MacQueen
Associate Portfolio Manager
Marc
Ouellet
Associate Portfolio Manager
Andrew
Sheppard
Associate Portfolio Manager
Jake
Steele
Associate Portfolio Manager