We want to take a moment to share our appreciation to all of our clients, team members, partners, and friends of the firm who have positively impacted Simon Quick Advisors this past year. Since the start of 2018, we have expanded into Chattanooga, launched a new website, added equity principals, and given back to the local community through our Annual Golf Outing and community service day. See our newest initiatives, offices, and team members below!
Looking Forward: Principal Additions
The following individuals were named “Principal” of the firm, a new title that distinguishes employees selected by the Management Committee to participate in ownership of the firm.
- Kyle Ferrare
- Christine Jenkins
- William Lalor
- Larissa Mehlfelder
- Thomas Morr
- Darcy O’Brien
- Michael Oliveri
- Steve Pisano
- Kylee Scioscia
- Daniel Weitz
- Jenna Wilson
- Wayne Yi
New and Renovated Offices
Renovated Headquarters
360 Mt. Kemble Avenue
Morristown, NJ 07960
Relocated New York Office
12 E 49th Street, 7th Floor
New York, NY 10017
Opened Chattanooga Office
832 Georgia Avenue,
Suite 430
Chattanooga, TN 37402
Denver, CO
1200 17th Street, Suite 10-122
Denver, CO 80202
Simon Quick Advisors Expands to the Southeast with Kristin Bell
We are pleased to announce that Kristin Bell has joined Simon Quick as Director of the Southeast and a Client Advisor. In this role, Kristin will advise high net worth individuals, families, and institutions on financial planning and investments to help them achieve their financial goals. Ms. Bell recently opened a Simon Quick office in her hometown of Chattanooga, TN where we have had an existing client base since 2010. We are thrilled to offer a local presence to our clients in the Southeast region.
SEE ALL LOCATIONS AND CONTACT INFORMATION
Building Blocks
In 2018 we launched our newly redesigned website which introduced an updated client login page, newsletter sign-up form, and a blog page. Since then we have posted numerous articles focusing on financial planning, investment news, and team member backgrounds. Additionally, we have started our social media initiative, aimed at increasing our online presence and sharing information with our clients and the public.
- 125 Tweets
- 117 Facebook Posts
- 80+ LinkedIn Updates
- 31 Instagram Posts
- 28 Blog Posts
- 22 Print Ads
- 7 Client Events
Read our most popular blog post
In the Community
Our culture is firmly rooted in social improvement through our community involvement and philanthropic initiatives. Every year we host an Annual Community Service Day and The Simon Quick Advisors Annual Charitable Golf Outing to raise funds for charitable organizations in the Morris County Area. This year we held the First Annual Simon Quick Bring Your Child to Work Day and participated in the 2018 Verizon Corporate Classic 5k!
Huge congratulations to the Simon Quick team members who participated in the 2018 Verizon Corporate Classic 5k!
The Simon Quick team donated their time to the Morristown Neighborhood House by holding a field day for the kids participating in the
Neighborhood House Summer Camp.
LEARN MORE ABOUT OUR COMMUNITY INITIATIVES
In The News
We are proud to be named among the Top 50 Fastest-Growing Firms and being ranked #97 in Financial Advisor’s 2018 Annual RIA Ranking. We are also proud to be named to the 2018 Financial Times 300 Top Registered Investment Advisers report, where Simon Quick was ranked as one of the “Top US registered investment advisors” in the U.S. Additionally, we have been featured on Asset TV and Citywire USA.
We would like to thank our dedicated clients for allowing us to be your trusted advisor. Being acknowledged nationally at this level is certainly no easy feat and wouldn’t be possible without you.
Please See Important Disclosures Regarding Media Moments
Team Update
Promotions at Simon Quick
Belinda Bast
Vice President
Paige Canavan
Associate
Brittany Capizzi
Associate
Joseph Jedziniak
Vice President
Bill Lalor
Managing Director of Financial Planning / Client Advisor / Principal
Tom Morr
Managing Director /
Head of Client Advisory / Principal
Jenna Wilson
Director / Principal
Wayne Yi
Managing Director / Head of Investment Research / Principal
Cristina Puleo
Vice President
Anders Velischek
Associate
New Faces Around the Firm
Jacqueline Balloutine
Executive Assistant
Kristin Bell
Director, Southeast
Thea Giardina
Executive Assistant
AJ Loughry
Analyst
Jack Mahoney
Vice President
Lisa Manzolillo
Vice President
Barbara Onoszko
Analyst
Lynese Rawlins
Executive Assistant
Cameron Szary
Analyst
Alex Weyrauch
Analyst
Laura Zmijeski
Associate
Congratulations!
Chris Moore and his wife Blair welcomed a new baby girl, Delaney Lillian Moore, into the world on 1/28/19. She weighed 4 lbs and 6 ozs and was 15.5 inches long. Her big brother Declan and big sister Nora couldn’t be happier that their mom and little sister are home and healthy!
Larissa and her husband Chris welcomed their first child, Brandon Charles Mehlfelder, on 1/20/18. He is now over 1 and toddling around!
Dan & Danielle Weitz welcomed their first child, Mason William Weitz, into the world on December 31, 2017, giving New Year’s Eve celebrations a whole new meaning!
Two-time author, Vanessa Sullivan, released her latest book, Broken to Blessed, in April 2018. Vanessa wrote her first book, “Was it Something I Said?” A Guide to Coaching Female Athletes, in 2015 and has four book ideas in the pipeline.
DISCLAIMER
Simon Quick Advisors, LLC (Simon Quick) is an SEC registered investment adviser with a principal place of business in Morristown, NJ. Simon Quick may only transact business in states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. A copy of our written disclosure brochure discussing our advisory services and fees is available upon request. References to Simon Quick as being “registered” does not imply a certain level of education or expertise. No information provided shall constitute, or be construed as, an offer to sell or a solicitation of an offer to acquire any security, investment product or service, nor shall any such security, product or service be offered or sold in any jurisdiction where such an offer or solicitation is prohibited by law or registration. Additionally, no information provided in this report is intended to constitute legal, tax, accounting, securities, or investment advice nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. It should not be assumed that future performance of any specific investment or investment strategy will be profitable, equal any corresponding indicated performance level(s), be suitable for your portfolio or individual situation, or prove successful.
