At the end of the year, we like to take a moment to reflect on the events and opportunities that shaped our firm throughout the year. 2022 was an eventful year, and we are proud of our growth and grateful for the outstanding clients we work with every day. Keep reading to learn more about the people, places, and events that made 2022 a remarkable year for our clients and us.
Simon Quick Annual Golf Outing
On a beautiful Tuesday morning in September, the Simon Quick team met with investment managers, vendors, and clients for a day on the golf course to raise money for Bonnie Brae. Bonnie Brae is a fully accredited and nationally recognized school providing residential care and clinical treatment for underserved youth throughout New Jersey. Over the last 100 years, Bonnie Brae has helped 12,750 children suffering from abuse, neglect, trauma, mental health, and various learning challenges. Our 12th Annual Charitable Golf Outing raised over $81,000 for the organization, our most successful fundraiser to date! Over the course of the years, the Simon Quick Golf Outing has raised over $718,000 for local charities.
Red Hook Management
On April 1st, Red Hook Management joined Simon Quick Advisors. Red Hook Management is an independent wealth management firm that shares our values, investment philosophy, and focus on family wealth. Over the past eight and a half months, we have had the pleasure of working alongside Tom Trynin, Bill Conger, and Lori Salerno, who have each brought their own unique experience and expertise to our firm. Participating in strategic deals such as this one are a key part of Simon Quick’s growth strategy and how we expand our reach to provide individualized, fiduciary wealth management solutions to even more clients.
New Advisors at Simon Quick
Arthur Langhaus - Senior Managing Director/ Client Advisor
Before joining Simon Quick, Mr. Langhaus spent 30 years as co-founder, chief financial officer, and member of the investment committee of KLS Professional Advisors Group (KLS), a $7 Billion Registered Investment Advisor. Prior to working at KLS, Mr. Langhaus spent two years as an investment Banker and Vice President in the Asset Management Group at Shearson Lehman Brothers. Additionally, Arty served as a Senior Tax Manager with the international accounting firm of Touche Ross, specializing in the areas of individual taxation, corporate taxation, and tax-oriented investments.
Anthony Santoro, Esq. - Director/ Client Advisor
Prior to joining Simon Quick, Mr. Santoro worked as an attorney, where he concentrated his practice on trust and estate planning and administration, representing owners of closely held businesses and principals of private equity funds. Mr. Santoro began his financial services career with Ayco, a Goldman Sachs financial planning-focused firm. At Ayco, he supported the growing needs of high-net-worth individuals and their family offices. From there, he served as the Director of Financial Planning for a fee-based financial planning firm. Most recently, Anthony served as an Attorney in a Trust and Estates Law Firm and as a Partner and Family Office Director with their affiliated RIA. At Simon Quick, Anthony is responsible for holistic financial planning for high-net-worth clients.
Announcing Our Palm Beach Office
Introducing our newest office location: Palm Beach, Florida!
We are pleased and excited to expand our business into Palm Beach, an area known for its history, community, and culture. Our goal has always been to serve clients in ways that give them the freedom to pursue what matters most to them. Our expanded reach and presence in new locations gives us even more flexibility to meet our client’s needs wherever they are.
Simon Quick currently has offices in Morristown, NJ, New York, NY, Garden City, NY, Denver, CO and Chattanooga, TN.
Our Top 5 Most Viewed Blogs During 2022:
Looking for New Reading Material? Look no further.
New Faces Around the Office:
Hiring and retaining talent is critical to providing our clients with outstanding services. Over the past year, we were pleased to hire the below individuals. Please join us in welcoming them to the team!
Remember to Have Fun
It’s one of our core values; see how the Simon Quick team connected with each other and their families this past year.
Take Your Kids to Work Day
Our employees celebrated Take Your Kids to Work Day this year by bringing their children into our Morristown office. Take Your Kids to Work day is a great way to give kids a glimpse into the working world and show them what working in an office is like.
Some of our colleagues met up after work for a team-building event at Pinot’s Palette for some wine, painting, and fun!
SQ Ice Cream Day
This past summer, our employees got together for an afternoon ice cream social with the Scream Truck. Our colleagues had a great afternoon sharing laughs and enjoying the warm weather.
Please join us in celebrating some of the personal updates and professional achievements from throughout the year.
Garrett and Sam
Jessica and Travis
|Congratulations to Garrett Wells and his fiancée Sam, as well as to Jessica Epstein and her fiancé Travis on their engagements.|
Simon Quick is committed to continuing education and professional development for its employees. This year we had five employees obtain their FPQP license (Financial Paraplanner Qualified Professional), and one obtain her CERTIFIED FINANCIAL PLANNER™ designation. Congratulations to the following employees on these fine achievements.
- Jessica Epstein (FPQP®)
- Andrew Haggerty (FPQP®)
- Tara Maher (FPQP®)
- Vannesa Martinez (FPQP®)
- Adam Steck (FPQP®)
- Alex Weyrauch (CFP®)
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.