Firm Updates

We are thrilled to announce that Simon Quick Advisors has been recognized as one of the Best Places to Work for Financial Advisors in 2024 by Investment News. This prestigious accolade is a testament to our unwavering commitment to fostering a positive and collaborative work environment for our team.

At the beginning of each year, Simon Quick announces promotions across the team, and this year is no different. This wave of advancements reflects our commitment to recognizing and fostering exceptional talent within our team.

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.

Simon Quick Advisors has once again secured its position among elite financial advisory firms by being named one of the Top Regional Fee-Only Registered Investment Advisors (RIAs) of 2023. This recognition, awarded by InvestmentNews, acknowledges Simon Quick as a standout player in the financial industry, emphasizing the firm's commitment to providing exceptional service and client-centric financial solutions.

9/19/2023 – Simon Quick Advisors is proud to announce its inclusion on the Barron’s 2023 Top 100 RIA Firms list. With a strong track record of growth, they now stand among the leading independent advisory firms in the nation.

Morristown, NJ—July 31, 2023—Simon Quick Advisors has been recognized as one of New Jersey’s Best Places to Work, 2023 by NJBIZ.

7/27/2023 – Simon Quick Advisors is proud to announce its recognition as one of the Fastest Growing Registered Investment Advisors (RIAs) and one of America’s Top RIAs of 2023. The complete list of ranked advisors can be found here.

As we approach the end of the first quarter of 2023, we are delighted to announce all new promotions and Principals of the firm. In a previous blog post, we announced that Tom Morr, CFP®, CAIA, and Wayne Yi, CFA, were promoted as new firm Partners in January 2023. These promotions mark the first time in ten years that an employee of the firm has been named Partner (3 strategic hires have joined Simon Quick as Partners in that time frame). Additionally, Wayne Yi has stepped into the Chief Investment Officer role.