Key takeaways

At Simon Quick, we take great pride in recognizing the hard work, dedication, and leadership of our team members. As we continue to grow, it’s important to celebrate those who exemplify our culture of excellence, innovation, and teamwork.

We’re thrilled to announce the following new ownership additions and promotions, effective January 1, 2025.

New Owners

We’re excited to welcome three new owners to the ownership group at Simon Quick. Their inclusion is a testament to their outstanding leadership, dedication, and commitment to the firm’s long-term vision. With this addition, our ownership has grown to 30 members, a remarkable milestone considering that just six years ago, this number stood at only five.

Laura LaVecchia, CPA
Managing Director, Family Office Services, Principal
AJ Loughry, CFA
Vice President
Anthony Santoro, Esq.
Managing Director, Client Advisor

Promotion

Congratulations to the following individuals on their well-deserved promotions.

Managing Directors

Maritza Chow-Young
Managing Director, Client Advisor
Lisa Manzolillo, CFP®, CDFA®
Managing Director, Client Advisor
Anthony Santoro, Esq.
Managing Director, Client Advisor

Directors

Mae Hung, CPA
Director, Finance

Vice President

Mohsin Malik
Vice President, Finance

Associate

Brandon Ayala
Technology Associate
Mireille Keshishian
Marketing Associate
Sydney McGrew
Client Advisory Associate
Adam Talmadge, FPQP®, SE-AWMA™
Client Advisory Associate

Each of these professionals has played a key role in the success of our firm, contributing their expertise, passion, and commitment to excellence.

Please join us in congratulating all of these individuals on their well-earned accomplishments!

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