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Simon Quick Advisors Ranked #10 on the Best RIA Firms to Work For

By: Mireille Keshishian

We’re thrilled to announce that Simon Quick has been recognized as the #10 Best RIA Firm to Work For in the nation by Financial Planning Magazine. This accolade celebrates our ongoing commitment to fostering a collaborative, supportive, and growth-oriented workplace for our team.

Managing Partner at Simon Quick, Chris Moore states “This is a testament to the incredible culture we’ve built at Simon Quick. We invest in our people because they’re the foundation of our success and achievements. I’m immensely proud of the entire team for making this honor possible.”

This ranking highlights firms that prioritize employee satisfaction, professional development, and a positive company culture. At Simon Quick, we take pride in creating an environment where our employees feel empowered to thrive both personally and professionally, allowing us to better serve our clients. We continue to build a workplace where our employees can excel and achieve their goals.

We extend our gratitude to our entire team for making Simon Quick an exceptional place to work and to Financial Planning Magazine for this honor. Here's to continued success and an even brighter future together!

Read the full list here.

About Mireille Keshishian

Analyst

Ms. Keshishian joined Simon Quick Advisors in July of 2023 and currently serves as an Analyst on the Marketing Team. She is responsible for website management, event coordination, social media initiatives, and the creation of new marketing materials.

Prior to joining Simon Quick, Ms. Keshishian served as a Marketing Associate at Ampla Technologies, Inc. supporting growing consumer brands through financial services. There, she honed her marketing skills and sharpened her work ethic while gaining invaluable experience working in financial services. Prior to joining Ampla, she worked at Viking Cruises as a Guest Services Specialist where she assisted clients with their inquiries and served as a mentor for new employees. 

Ms. Keshishian graduated from the University of Southern California (USC) in 2019 with a B.A. in Psychology and a minor in Marketing. She was an active member of Psi Chi, The International Honor Society in Psychology, and worked as a Research Analyst at USC Rossier School of Education. In her free time, Mireille enjoys cooking, traveling, and exploring new places to eat in New York City.


Disclaimer

Data as of 9/30/2024.

Simon Quick Advisors, LLC was ranked #10 in Financial Planning Magazine’s “50 Best RIA Firms to Work For” list for 2024. The ranking, conducted by Best Companies Group, was based on qualitative and quantitative factors, including employee satisfaction, workplace culture, opportunities for professional development, and firm policies and practices. Participation in the survey was voluntary, and firms did not pay to be considered. Rankings are not indicative of future performance or representative of any one client’s experience. Financial Planning does not receive compensation in exchange for rankings. The listing was released on 12/4/2024.

*Please Note: Limitations. Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services. When Simon Quick Advisors, LLC receives recognition or an award from unaffiliated rating services, it compensates the rating service for the use of branded logos in its sales and marketing materials, including email signatures. The ranking is based upon specific criteria and methodology (see ranking criteria/methodology). No ranking or recognition should be construed as an endorsement by any past or current client of the investment professional or the investment professional’s firm.  ANY QUESTIONS: Simon Quick Advisors, LLC’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.

Disclaimer