By Mireille Keshishian
As the year draws to a close, we’d like to take a moment to reflect on the year in review. 2023 was an eventful year spent focused on investment management, advising clients, and growing our firm. We’d also like to take this time to express our gratitude to our clients for their continued trust in Simon Quick. In this article, you’ll find highlights and news from this year.
Our Growth at a Glance
2023 has been a remarkable year for Simon Quick Advisors. With 6 locations nationwide, we proudly boast an impressive $5.5 billion Assets Under Management and $7.2 billion under advisement. Every day we support over 500 client households, each with a unique financial story to tell.
What distinguishes our approach is the personal touch our Client Advisory teams provide. With a ratio of one advisor to every 29 clients, we ensure that every financial strategy is crafted with precision, aligning with the unique aspirations of every one of our clients.
*All data as of 9/30/2023
*Advisor to client ratio is based on number of client households an advisor serves.
Bringing on new clients is one of the ways we grow stronger as a firm, enabling us to enhance our services to our clients and create more opportunities for our team. One thing that might surprise you, is that our clients are often our best source of new business. In fact, 17% of our current client base came to us through a referral from an existing client.
If there is someone in your life who could benefit from our brand of straightforward financial advice, please do not hesitate to reach out your advisory team or email firstname.lastname@example.org, we are always here to help you or a loved one.
Simon Quick in the Community
13th Annual Charitable Golf Outing
After 13 years of beautiful weather for our Annual Golf Outing, this year presented a unique challenge. Due to an exceptionally heavy downpour, we had to postpone our outing by 24 days. But despite the weather hiccup, we were thrilled to share an amazing day with wonderful company. Our heartfelt thanks go out to our sponsors and clients for their flexibility and participation.
As part of our tradition, each year, employees propose incredible charities for consideration. This year’s selection was Dress for Success Northern New Jersey for its commendable initiatives to empower women. Serving over 10 counties in New Jersey, Dress for Success NJ has positively impacted more than 22,000 women, offering them training, support, and professional attire. This enables women to achieve financial independence, ensuring they are treated with dignity and respect while being able to support both themselves and their families.
We are proud to share that we raised a total of $68,000 for Dress for Success New Jersey so they can continue supporting their community. Since its inception in 2011, the Simon Quick Golf Outing has raised over $780,000 for organizations in need of support.
Visit our facebook page to see the full album.
Neighborhood House Field Day
Amidst the summer days in August, Simon Quick hosted a memorable Field Day for the children of Morristown Neighborhood House in New Jersey. Our day with these remarkable children was nothing short of memorable. From showcasing their basketball skills to beating the Simon Quick team in sack races the neighborhood kids showed us how it’s done. This Field Day truly resonated with the spirit of the community, and we were glad to participate.
For over a century, the Neighborhood House has been a pillar of diversity and cross-cultural positivity in the Morristown area. The Neighborhood House is unique in providing a wide array of services that enhance educational and social development in Morristown’s youth.
Let’s Talk Women’s Health and Wellness
The Simon Quick Team was proud to support the second edition of Let’s Talk Women’s Health and Wellness. Led by two-time breast cancer survivor, Deborah Belfatto, Let’s Talk: Women’s Health & Wellness is a gathering of women to educate and encourage the eight pillars of wellness (physical, nutritional, emotional, social, spiritual, intellectual, financial, & environmental). This year, the financial wellness session was led by client team members Lisa Manzolillo, CFP®, CDFA® Director /Client Advisor / Principal, Vanessa Sullivan, FPQP® Director of Client Services, and Larissa A. Mehlfelder, CFP®, CAIA, BFA™ Managing Director / Client Advisor / Principal. There, they shared their expertise on financial planning to ensure everyone had the tools they needed to plan for their financial future.
Table of Hope
Our Client Service Associate (CSA) team also joined our firmwide efforts to give back to our community by packing and loading groceries, books, and other essential items for the families of Morris County with Table of Hope. Started after the devastation of hurricane Irene in 2011, Table of Hope is on a mission to improve the quality of life for Morris County families and individuals through providing meals, housing and educational programming.
Awards and Surveys
We are proud to be recognized by the following publications. Join us in celebrating the accomplishments of our team.
- Barron’s Top 100 RIA Firms Recognition
- FA Magazine's Fastest Growing RIAs of 2023
- New Jersey’s Best Places to Work, 2023
- Investment News Top RIA
Full ranking disclosures can be found here.
New Advisors at Simon Quick
Maritza Chow Young – Director
Ms. Chow Young joined Simon Quick in 2023 with over 23 years of experience in wealth management and investing after starting her career in bond reinsurance at FSA. As a Director and Client Advisor, Maritza counsels and advises high net worth individuals and families on wealth management with expertise in investment management, estate planning, life insurance analysis, income and estate tax planning, and cash flow management. Prior to joining Simon Quick, Ms. Chow Young worked for 22 years at KLS Professional Advisors Group (KLS) which was acquired by Boston Private in 2019 and later by Silicon Valley Bank in 2021.
Our Top 5 Most Viewed Blogs During 2023
- 6 Ways to Diversify a Concentrated Stock Position
- How to Start a Family Office
- Behavioral Finance: How to Avoid Making Emotional Investing Decisions
- How to Lower Estate Taxes Using a Family Limited Partnership
- How The IRS Revenue Ruling Could Affect Estate Planning Strategies
Looking for new reading material? See our most recent blog posts below
- The Simon Quick Guide to Private Aviation
- The Evolution of Secondaries and the Growing Opportunity Set in Private Markets
- Maximize Your Charitable Impact: Tax Strategies for Charitable Giving
- How Simon Quick Helped a Retired Couple After the Sale of a Business
- How to Create a Goals-Based Investing Plan
New Talent at Simon Quick
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!
- Carlos Acevedo – Analyst
- Tommy Beeby – Analyst
- Cameron Brooks – Analyst Training Program
- Wendy Chen – Finance Associate
- Kiarra Coke – Client Services Associate
- Nicolette Davino, SHRM-CP - Human Resources Generalist
- Jacob Dempsey, CPA, CFP® - Associate
- Jesse Gerdes - Analyst
- Mireille Keshishian - Sales and Marketing Analyst
- Erin Keller - Front Desk Receptionist
- Edward Klein - Client Services Associate
- Charlene LuongVan - Client Services Associate
- Cameron McMillian – Analyst
- Glenda Smithson-Rich – Administrative Assistant
- Grace Urbano – Analyst Training Program
Remember to Have Fun
At Simon Quick, one of our core values is to remember to have fun! See how the team connected this past year.
Client Team Summit
Our New Jersey Headquarters became the home of our Client Team Summit this year. Our Client Advisors came together and focused on team building and addressing pressing topics to enhance our service for our clients.
Take Your Kids to Work Day
This year, our advisors and staff brought their kids to work in our Morristown Office. Take Your Kids to Work Day gives children exposure to the world of finance and shows them the inner workings of an office. This year, kids also participated in a scavenger hunt that included financial lessons that are important for their future.
Simon Quick recently lit up the night with an unforgettable Hibachi night in New Jersey. Along with the exciting culinary skills, our team shared a wonderful evening filled with laughter and fun.
Please join us in celebrating some of our employees’ personal milestones.
Connor Donovan and his fiancé Alexis Gannon celebrate their engagement.
Jacob Dempsey and his fiancé Abby Lipnick celebrate their engagement.
Joe Petrone and Michelle Martinesi welcomed their first son, Ben.
Erin Slocum and Kevin Hynes welcomed their baby girl Nora.
We’re proud of Nicolette, Stephen, and Jacob for continuing their education and earning the designations below:
- Nicolette Davino earned her SHRM-CP certification
- Stephen DeLargy earned his CFP® designation.
- Jacob Dempsey earned his CPA and CFP® designations.
Embracing the Path Forward
We are proud of all we accomplished in 2023 and looking forward to continuing our growth in the new year. Thank you for being a part of our journey.
About Mireille Keshishian
Analyst, Sales & Marketing
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.
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