Year-End Newsletter 2024

By: Mireille Keshishian & Kristin Wolf

As we approach the end of the year, we want to take a moment to look back at all that 2024 brought. It’s been a dynamic year, marked by growth and giving back to our community. We’d also like to extend our sincere appreciation to our clients for their continued trust and partnership.

Celebrating our 20th Anniversary

Simon Quick proudly celebrated 20 years in business in September of 2024. As we reflect on two decades of growth, achievements, and trusted relationships, we remain committed to our clients and their financial lives. Join us in celebrating this meaningful milestone. 

Read the full article here.

^{Simon Quick employees enjoying our 20th-anniversary celebration.} 

A Year of Growth

Simon Quick continued to grow in 2024. Operating across six offices nationwide, we proudly manage $6.6 bn in Assets Under Management and oversee $8.4 bn in Assets Under Advisement.* Our team supports over 550 client households, each with their unique financial challenges and goals.

Our commitment to personalized service is at the heart of everything we do. With an advisor-to-client ratio of just 1/30, our Client Advisory teams craft highly tailored financial strategies that resonate with the distinct goals of each client.

^{*All data as of 9/30/2024}

^{*Advisor to client ratio is based on number of client households an advisor serves.}

Client Connections

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, in 2024, over 40 new clients joined Simon Quick, many of whom have been actively involved in referring their friends and family to our firm.

If there is someone in your life who could benefit from our brand of straightforward financial advice, please do not hesitate to reach out to your advisor or email info@simonquickadvisors.com, we are always here to help you or a loved one.

Investing in Our Community

14th Annual Charitable Golf Outing

As part of our Charitable Golf Outing tradition, employees propose incredible charities each year for consideration. This year’s selection was Harlem Lacrosse, a school and athletics-based organization empowering at-risk youth, helping them achieve their goals on and off the field. 

We’re proud to share that we raised over $70,000 for Harlem Lacrosse this year. Since its inception in 2011, the Simon Quick Charitable Golf Outing has raised over $850,000 for incredible organizations serving our communities. We were thrilled to share an amazing day with wonderful company at our 14th Annual Charitable Golf Outing. Our heartfelt thanks go out to our sponsors and clients for their participation. 

^{Pictured from left to right Leslie Quick, Chris Moore, Tom Morr, Eli Vega, Chris Baldwin, Kim Appelt}

Neighborhood House Field Day

In August, Simon Quick hosted a memorable Field Day for the children of Morristown Neighborhood House in New Jersey. Our day with these incredible kids was filled with fun and excitement, as they showcased their basketball skills and even triumphed over the Simon Quick team in sack races.

For over a century, the Neighborhood House has served as a cornerstone of diversity and positivity in the Morristown area. It stands out for its wide range of services that support the educational and social development of youth in our communities.

^{The Simon Quick team facing off against the tiny (yet mighty) Morristown Kids.}

The Ireland Fund Gala 

On May 2, The Ireland Funds celebrated its 46th New York Gala at Pier 60, Chelsea Piers, with over 600 guests in attendance. Sarah Jessica Parker and Matthew Broderick received The Ireland Funds Performing Arts Award for their dedication to Irish arts and culture, with both expressing their heartfelt appreciation for Ireland and the Irish Repertory Theatre.

The event also marked the 20th anniversary of the Leslie C. Quick, Jr. Leadership Award, presented to Lynn Martin, President of the NYSE Group. We’re honored to have our Founding Partner dedicate this award in recognition of achievements in business and philanthropy.

^{Leslie Quick honoring Lynn Martin with the Leslie C. Quick, Jr. Leadership Award at the Ireland Fund Gala.}

Verizon Corporate Classic 5k 

In July, Simon Quick proudly participated in the Verizon Corporate Classic 5K, held in Morristown, NJ. This event is renowned as New Jersey’s premier corporate fitness race, encouraging co-workers to come together for an evening of fun, fitness, and team spirit. 

This year’s race benefited JBWS, an organization dedicated to providing life-saving services to victims of domestic violence and their families. JBWS's mission is to protect and empower victims, rehabilitate families, and raise public awareness about domestic violence and its impact.

^{The Simon Quick team on the move at this year’s Verizon Corporate Classic.}

Americas Grow-a -row

This year, our Client Service Associates team rolled up their sleeves and volunteered at Americas Grow-a-row where they helped harvest an incredible 40,000 pounds of fresh corn—providing 160,000 servings to families facing food insecurity.

It was a beautiful day spent giving back, and we’re so grateful for the teamwork and dedication that made this possible!

^{The Simon Quick Client Service Team harvesting corn for America’s Grow-a-Row}

Leadership in Action

This year, our leadership and Client Advisory team engaged in several conferences and industry events, solidifying our commitment to staying at the forefront of cutting-edge technology, financial strategies, and emerging trends. These opportunities allow us to continuously enhance our expertise and bring the most innovative solutions to our clients. Below are just a few highlights from these impactful gatherings.

Barron’s Independent Summit

^{Chris Moore & Tom Morr speak at the Barron’s Independent Summit}

Nottingham Advisors Asset Management Summit

^{Wayne Yi speaking at Nottingham Advisors Asset Management Summit}

Rise and Thrive, 5th Annual Women's Leadership Summit - Dress for Success Northern New Jersey

^{Lisa Manzolillo and Darcy O’Brien joining the Rise and Thrive, 5th Annual Women's Leadership Summit - Dress for Success Northern New Jersey}

CFA Society Philadelphia Private Wealth Management Conference

^{Darcy O’Brien speaking at the CFA Society Philadelphia Private Wealth Management Conference}

With Intelligence Wealth Fall Retreat in Dallas

^{Jack Mahoney speaking at With Intelligence Wealth Fall Retreat in Dallas}

Awards and Surveys

We’re honored to be recognized by these esteemed publications. We thank our clients and friends for their continued trust and support and look forward to a new year filled with new opportunities.

^{Full ranking disclosures can be found here.}

New Advisors at Simon Quick

New Talent at Simon Quick 

Attracting and retaining top talent is essential for delivering exceptional services to our clients. Over the past year, we’ve welcomed several new team members who bring valuable skills and perspectives to our firm. In 2024 we were thrilled to welcome the following employees to our team.

• Michael Cerenzia – Client Service Associate
• Kyle Cunningham – Director, Family Office
• Gilda Lovera – Associate
• Alyssa Satriano – Associate
• Kristin Wolf – Analyst
• Marjia Sarac – Director
• Amanda McNamara - Senior Client Service Associate

Meet the Team

This Year’s Top 5 Most Viewed Blogs

• 2024 Q3 Market Overview
• The Simon Quick Guide to Private Aviation
• Countdown to Gift and Estate Tax Exemptions: How to Navigate the Impending Sunset
• Simon Quick Named in Barron’s 2024 Top 100 RIA Firms
• Simon Quick Named Best Places to Work for Financial Advisors 2024 by Investment News

Remember to Have Fun 

At Simon Quick, one of our core values is to remember to have fun! See how the team connected this year.

Ice Cream Social

We cooled down in the summer heat with an ice cream social hour on our Rockefeller Center office Rooftop. 

^{The Simon Quick NYC team cooling down with some ice cream.}

Bring Your Kids to Work Day

This year, we welcomed our Simon Quick kids to the Morristown HQ for Bring Your Kids to Work Day! The event continues to be a wonderful opportunity to introduce kids to the world of finance and give them a behind-the-scenes look at how our office operates.

For 2024, we introduced new activities, including an interactive scavenger hunt that combined fun with valuable financial lessons tailored for kids of all ages. From understanding basic budgeting to learning the importance of saving, the day was filled with engaging moments designed to inspire the next generation.

We’re proud to share this annual tradition with our team and their families, showcasing the collaborative and inclusive culture at Simon Quick!

^{The Simon Quick kids enjoying the NJ office with some fun activities for all.}

Trivia Night

This year, we introduced some friendly competition with our Trivia Night, and it quickly became one of the most talked-about events of the year! Teams gathered for an evening of laughter, brain-teasers, and spirited rivalry as they tested their knowledge on a wide range of topics.

While the competition was fierce and the energy electric, there’s still some lighthearted debate over who truly claimed victory. Regardless of the outcome, everyone walked away as winners, with great memories, stronger connections, and plenty of inside jokes to carry into 2025.

^{The Simon Quick NJ team battling it out during our trivia night.}

Professional Development

At Simon Quick, we take pride in fostering a culture of continuous learning and growth. This year, our commitment to professional development shone brightly as several of our team members achieved remarkable milestones in their educational and professional journeys. These accomplishments reflect not only the dedication of our team but also our firm’s focus on investing in our people.

New Certifications and Academic Achievements

We’re thrilled to recognize the following team members for their hard work and dedication in obtaining certifications, licenses, and advanced degrees:

• Steve Pisano passed the New Jersey Bar Exam and is now licensed to practice law.
• Jenna Morr earned her Master of Science in Human Capital from Columbia University.
• Cameron Brooks earned his Master of Business Administration from Fairleigh Dickinson University.
• Sydney McGrew earned her CFP® designation. 
• Alyssa Satriano earned her CPA designation.
• Jessica Reale earned her FPQP® designation.
• Adam Steck passed his Cannon Trust Fundamentals course.

Employee Announcements 

At Simon Quick, we value not only professional achievements but also the meaningful personal milestones that make life so special. This year, we’re thrilled to celebrate the joyous occasions and exciting news from our team members.

Weddings

• Connor Donovan
• Jacob Dempsey
• Stephen Delargy
• Jessica Nardin

Love was certainly in the air this year! We extend our heartfelt congratulations to the following team members who tied the knot and began their next chapter:

Wishing you all a lifetime of happiness, laughter, and shared adventures. Cheers to the newlyweds!

Moving Forward with Purpose

As we reflect on the milestones we reached in 2024, we’re filled with gratitude and excitement for the opportunities that lie ahead in 2025. Thank you for being an integral part of our journey—together, we look forward to achieving even greater success in the year to come.

Disclaimer

^{This information is for general and educational purposes only. You should not assume that any discussion or information contained herein serves as the receipt of, or as a substitute for, personalized investment advice from Simon Quick Advisors & Co., LLC (“Simon Quick”) nor should this be construed as an offer to sell or the solicitation of an offer to purchase an interest in a security or separate accounts of any type. Asset Allocation and diversifying asset classes may be used in an effort to manage risk and enhance returns. It does not, however, guarantee a profit or protect against loss. Investing in Liquid and Illiquid Alternative Investments may not be suitable for all investors and involves a high degree of risk. Many Alternative Investments are highly illiquid, meaning that you may not be able to sell your investment when you wish. Risk of Alternative Investments can vary based on the underlying strategies used.}

^{Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Simon Quick), or any non-investment related content, made reference to directly or indirectly in this newsletter will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Simon Quick is neither a law firm nor a certified public accounting firm and no portion of the newsletter content should be construed as legal or accounting advice. If you are a Simon Quick client, please remember to contact Simon Quick, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services.}

^{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 Advisors as being "registered" does not imply a certain level of education or expertise.}

^{This newsletter and the accompanying discussion include forward-looking statements. All statements that are not historical facts are forward-looking statements, including any statements that relate to future market conditions, results, operations, strategies or other future conditions or developments and any statements regarding objectives, opportunities, positioning or prospects. Forward-looking statements are necessarily based upon speculation, expectations, estimates and assumptions that are inherently unreliable and subject to significant business, economic and competitive uncertainties and contingencies. Forward-looking statements are not a promise or guaranty about future events.}

^{Economic, index, and performance information herein has been obtained from various third party sources. While we believe the source to be accurate and reliable, Simon Quick has not independently verified the accuracy of information. In addition, Simon Quick makes no representations or warranties with respect to the accuracy, reliability, or utility of information obtained from third parties.}

^{Historical performance results for investment indices and/or categories have been provided for general comparison purposes only, and generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results. It should not be assumed that your account holdings correspond directly to any comparative indices or benchmark index, as comparative indices or benchmark index may be more or less volatile than your account holdings. You cannot invest directly in an index.}

^{Indices included in this report are for purposes of comparing your returns to the returns on a broad-based index of securities most comparable to the types of securities held in your account(s). Although your account(s) invest in securities that are generally similar in type to the related indices, the particular issuers, industry segments, geographic regions, and weighting of investments in your account do not necessarily track the index. The indices assume reinvestment of dividends and do not reflect deduction of any fees or expenses.}

^{Please note: Indices are frequently updated and the returns on any given day may differ from those presented in this document. Index data and other information contained herein is supplied from various sources and is believed to be accurate but Simon Quick has not independently verified the accuracy of this information.}

Disclaimer