I am pleased to announce that I have joined Simon Quick Advisors as a Managing Director, and Client Advisor based in Princeton, N.J.
Over the past 16 years I’ve worked as a portfolio manager, single-family office advisor and private banker. Throughout all these roles, there has been one common theme: service. There is something truly gratifying about building long term relationships with people, unearthing their complicated financial stories, and coming up with solutions to their problems. It is incredibly fulfilling to partner with clients and watch them experience the peace of mind that comes from having an effective financial plan in place. I feel grateful to be of service to my clients and work hard every day to earn their trust.
Now, I am a Client Advisor for Simon Quick Advisors. I was drawn to the firm’s strong culture of client service, extensive investment research capabilities, family office services and exciting growth trajectory. Furthermore, the firm’s roots in a multi-family office structure was appealing to me given my background, as was their collaborative team-based approach. In this role I will be responsible for developing new client relationships as well as servicing the high-net-worth families who are already clients of the firm. Regardless of who I work with, I take the time to learn about their life and what inspires them, what matters to them, and what their top concerns are so that I can play a key role in helping them achieve their goals.
I am delighted to be a part of the Simon Quick team and it is my sincere hope to become an asset to both the company and its clients. If you are interested in learning more about Simon Quick Advisors, please feel free to contact me at: firstname.lastname@example.org, and I would be happy to have a conversation.
Simon Quick is an SEC registered investment advisor with offices in Morristown, New Jersey; Chattanooga, Tennessee; and Denver, Colorado. 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.