facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause
Employee Spotlight: Michael T. Oliveri Thumbnail

Employee Spotlight: Michael T. Oliveri

Headshot of MichaelMichael T. Oliveri

About Michael

Michael’s journey with our firm began over 30 years ago at William E. Simon and Sons as a Tax Accountant.  In 2007 Michael was promoted to Chief Financial Officer and through the merger continues in this role at Simon Quick Advisors.

Michael is a New Jersey native.  He was born in Point Pleasant and spent much of his childhood at the Jersey Shore.  He moved to Summit and attended Summit High School and played on the golf team.  He graduated from Villanova University obtaining his Bachelor’s degree in Accountancy.

During his tenure at William E. Simon & Sons he built a close relationship with William E. Simon and the family.   In 1998 Mr. Simon asked Michael to work for his Foundation, while still maintaining his job as controller.   Michael prepared various summaries on charitable organizations and sent the proposals directly to Mr. Simon to help him give away his money intelligently.

Michael married his wife Bridget in July 2007.  They have a son named Michael who is currently in 5th grade. 

Michael and his son enjoy spending time together playing basketball, riding bikes, and building Pinewood Derby cars for Cub Scouts.  The Pinewood Derby is the Super Bowl of the Cub Scout annual events.   This competition requires the parent and child to create a car out of a small block of wood using 4 nails and 4 tires.  Before each competition, the cars are weighed to insure they do not exceed the 5 ounce weight limit.  Over the past 5 years they have been very successful, winning three overall first place trophies for the fastest car.  The key to their fast cars is in their strategic weight distribution.  If your child is involved in Cub Scouts, Michael is happy to share his secrets with you!  

To celebrate their latest victory, they are “Going to Disney World!”


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.