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What's New at Simon Quick? Winter 2019 Thumbnail

What's New at Simon Quick? Winter 2019

By John Nichols

We want to take a moment to share our appreciation to all of our clients, team members, partners, and friends of the firm who have positively impacted Simon Quick Advisors this past year. Since the start of 2018, we have expanded into Chattanooga, launched a new website, added equity principals, and given back to the local community through our Annual Golf Outing and community service day. See our newest initiatives, offices, and team members below! 

Looking Forward: Principal Additions

The following individuals were named “Principal” of the firm, a new title that distinguishes employees selected by the Management Committee to participate in ownership of the firm.

Kyle Ferrare
Christine Jenkins
William Lalor
Larissa Mehlfelder
Thomas Morr
Darcy O'Brien
Michael Oliveri
Steve Pisano
Kylee Scioscia
Daniel Weitz
Jenna Wilson
Wayne Yi

New and Renovated Offices

Renovated Headquarters
360 Mt. Kemble Avenue
Morristown, NJ 07960

Relocated New York Office
12 E 49th Street, 7th Floor
New York, NY 10017

Opened Chattanooga Office
832 Georgia Avenue,
Suite 430
Chattanooga, TN 37402

Denver, CO
1200 17th Street, Suite 10-122
Denver, CO 80202      

 

Simon Quick Advisors Expands to the Southeast with Kristin Bell

We are pleased to announce that Kristin Bell has joined Simon Quick as Director of the Southeast and a Client Advisor. In this role, Kristin will advise high net worth individuals, families, and institutions on financial planning and investments to help them achieve their financial goals. Ms. Bell recently opened a Simon Quick office in her hometown of Chattanooga, TN where we have had an existing client base since 2010. We are thrilled to offer a local presence to our clients in the Southeast region.

SEE ALL LOCATIONS AND CONTACT INFORMATION


Building Blocks

In 2018 we launched our newly redesigned website which introduced an updated client login page, newsletter sign-up form, and a blog page. Since then we have posted numerous articles focusing on financial planning, investment news, and team member backgrounds. Additionally, we have started our social media initiative, aimed at increasing our online presence and sharing information with our clients and the public.

125 Tweets
117 Facebook Posts
80+ LinkedIn Updates
31 Instagram Posts
28 Blog Posts
22 Print Ads
7 Client Events

Read our most popular blog post


In the Community

Our culture is firmly rooted in social improvement through our community involvement and philanthropic initiatives. Every year we host an Annual Community Service Day and The Simon Quick Advisors Annual Charitable Golf Outing to raise funds for charitable organizations in the Morris County Area. This year we held the First Annual Simon Quick Bring Your Child to Work Day and participated in the 2018 Verizon Corporate Classic 5k!

Huge congratulations to the Simon Quick team members who participated in the 2018 Verizon Corporate Classic 5k! 

The Simon Quick team donated their time to the Morristown Neighborhood House by holding a field day for the kids participating in the
Neighborhood House Summer Camp.

LEARN MORE ABOUT OUR COMMUNITY INITIATIVES


In The News

We are proud to be named among the Top 50 Fastest-Growing Firms and being ranked #97 in Financial Advisor's 2018 Annual RIA Ranking. We are also proud to be named to the 2018 Financial Times 300 Top Registered Investment Advisers report, where Simon Quick was ranked as one of the "Top US registered investment advisors" in the U.S. Additionally, we have been featured on Asset TV and Citywire USA. 

We would like to thank our dedicated clients for allowing us to be your trusted advisor. Being acknowledged nationally at this level is certainly no easy feat and wouldn’t be possible without you.

VISIT OUR RESOURCES PAGE

Please See Important Disclosures Regarding Media Moments


Team Update

Promotions at Simon Quick

Belinda Bast
Vice President

Paige Canavan
Associate

Brittany Capizzi
Associate

Joseph Jedziniak
Vice President

Bill Lalor
Managing Director of Financial Planning / Client Advisor / Principal

Tom Morr
Managing Director /
Head of Client Advisory / Principal

Jenna Wilson
Director / Principal

Wayne Yi
Managing Director / Head of Investment Research / Principal

Cristina Puleo
Vice President

Anders Velischek
Associate




New Faces Around the Firm

Jacqueline Balloutine
Executive Assistant

Kristin Bell
Director, Southeast

Thea Giardina
Executive Assistant

AJ Loughry
Analyst

Jack Mahoney
Vice President

Lisa Manzolillo
Vice President

Barbara Onoszko
Analyst

Lynese Rawlins
Executive Assistant

 


Cameron Szary
Analyst

Alex Weyrauch
Analyst

Laura Zmijeski
Associate


 

MEET THE TEAM


Congratulations!

Chris Moore and his wife Blair welcomed a new baby girl, Delaney Lillian Moore, into the world on 1/28/19. She weighed 4 lbs and 6 ozs and was 15.5 inches long. Her big brother Declan and big sister Nora couldn’t be happier that their mom and little sister are home and healthy!

Larissa and her husband Chris welcomed their first child, Brandon Charles Mehlfelder, on 1/20/18. He is now over 1 and toddling around!

             

Hudson Michael Pisano was born on 11/26/2017 to loving parents Steve and Megan Pisano. He’s growing so fast and his parents are wondering where the time has gone already.

Dan & Danielle Weitz welcomed their first child, Mason William Weitz, into the world on December 31, 2017, giving New Year’s Eve celebrations a whole new meaning!

Two-time author, Vanessa Sullivan, released her latest book, Broken to Blessed, in April 2018Vanessa wrote her first book, “Was it Something I Said?” A Guide to Coaching Female Athletesin 2015 and has four book ideas in the pipeline.


DISCLAIMER

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.

Disclaimer