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Simon Quick Promotions and Principals

Firm Updates

As we approach the end of the first quarter of 2023, we are delighted to announce all new promotions and Principals of the firm.

In a previous blog post, we announced that Tom Morr, CFP®, CAIA, and Wayne Yi, CFA, were promoted as new firm Partners in January 2023. These promotions mark the first time in ten years that an employee of the firm has been named Partner (3 strategic hires have joined Simon Quick as Partners in that time frame). Additionally, Wayne Yi has stepped into the Chief Investment Officer role. Our previous CIO, Chris Moore, will remain in the investment process as Head of the Investment Committee. Lastly, Jenna Morr, CFA, is transitioning into a new position as Head of People. This position was created to support the firm’s growth in headcount and strategically plan our human capital needs going forward.

Additionally, we are pleased to announce the promotions listed below. The promotions come as a result of their outstanding performance and dedication to their work. 

  • Chief Investment Officer
    • Wayne Yi, Investments
  • Senior Managing Director
    • Michael Oliveri, Finance and Family Office
  • Managing Director
    • Jack Mahoney, Client Advisory 
    • Darcy O’Brien, Marketing
  • Head of People
    • Jenna Morr, Human Capital Management
  • Director
    • Joe Petrone, Technology
    • Vanessa Sullivan, Client Advisory
  • Vice President 
    • A.J. Loughry, Client Advisory
    • Connor Donovan, Client Advisory
    • Garrett Wells, Client Advisory
  • Associate 
    • Mohsin Malik, Operations
  • Facilities Administrator 
    • Shelley Rizzo, Operations

In addition to promotions, the following individuals were named as Principals of the firm. This title distinguishes employees who were selected by our Management Committee to participate in ownership. 

  • Kristin Bell, CFA, CFP®
  • Connor Donovan, CFP®
  • Vanessa Sullivan, FPQP®
  •  Anders Velischek, CFP®
  • Garrett Wells, CFP® 

These promotions and Principal announcements demonstrate Simon Quick's commitment to recognizing and rewarding employees who display excellence in their work. It also shows the company's dedication to investing in its employees' career growth and development. With these talented individuals in key positions, Simon Quick is well-positioned to continue providing exceptional service to its clients and achieving its goals.

Please join us in congratulating these distinguished individuals on their achievements!