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Simon Quick Promotions and Announcements 2024 Thumbnail

Simon Quick Promotions and Announcements 2024

At the beginning of each year, Simon Quick announces promotions across the team, and this year is no different. This wave of advancements reflects our commitment to recognizing and fostering exceptional talent within our team.

Managing Partner

  • Thomas Morr, CFP®, Managing Partner / Head of Client Advisory

We are delighted to announce that Thomas Morr will take on the pivotal role of Managing Partner. His unwavering dedication to the firm has been evident throughout his tenure, and he will continue to spearhead our Client Advisory team while embracing the responsibilities of his new role.

Senior Managing Director

  • James McGurren, CPA, CFP®, Senior Managing Director / Client Advisor / Principal

This promotion recognizes James’s exceptional experience and commitment to client service. James has also been named to the Investment Committee, where he will bring valuable insights to further enhance our investment strategy decisions.

Managing Directors

  • Laura LaVecchia, CPA, Managing Director of Finance & Family Office Services
  • Jenna Morr CFA, Managing Director / Head of People / Principal


  • Joseph Jedziniak, AIF®, Director / Head of Trading

Head of Client Service

  • Vanessa Sullivan, FPQP®, Director / Head of Client Service / Principal

Vice Presidents

  • Shehtaj Bhura, Vice President
  • Alex Weyrauch, CFP®, Vice President / Client Advisor


  • Taran Krishnan, Associate
  • Jordan Maly, FPQP®, Associate

Senior Client Service Associates

  • Jessica Epstein, FPQP®, Senior Client Service Associate
  • Adam Steck, FPQP®, Senior Client Service Associate

We congratulate these professionals on their well-deserved promotions and commend them for their hard work, dedication, and commitment to excellence. They have not only excelled in their roles but have also been team players and mentors, embodying and fostering our culture of excellence. Please join us in celebrating their remarkable achievements.