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Simon Quick Promotions and Principals 2026

Simon Quick Promotions and Principals 2026

February 10, 2026

Let’s Meet, on Your Terms

No pressure, no obligations — just an open conversation about your goals.

Key takeaways

At Simon Quick Advisors, we take great pride in recognizing the hard work, dedication, and leadership of our team members. As we continue to grow, it’s important to celebrate those who exemplify our culture of excellence, innovation, and teamwork.

We’re pleased to announce the following new ownership additions and promotions, effective January 1, 2026.

New Owners

We’re excited to welcome four new owners to the ownership group at Simon Quick. Their inclusion reflects their outstanding leadership, dedication, and commitment to the firm’s long-term vision.

With these additions, our ownership group has grown to 34 members, a meaningful milestone that underscores our continued commitment to sustainable growth and to remaining 100% employee-owned.

Ryan Moffett, CFP®, CIMA®

Principal / Managing Director, Client Advisor

Nate Ohlinger, CFP®, AEP®

Principal / Managing Director, Client Advisor

Thomas N. Sorrentino, CPA

Principal / Chief Financial Officer

Shei Unger, CFP®, CEPA®

Principal / Managing Director, Client Advisor

Promotions

Congratulations to the following individuals on their well-deserved promotions.

Anders Velischek, CFP®

Principal / Director, Client Advisor

Nicolette Davino, SHRM-CP

Human Resources Manager

Jessica Reale, FPQP®

Senior Client Service Associate

Zachary Levin

Associate, Client Advisory

Erin Keller

Lead Office Manager & Receptionist

Valerie Cortes

Senior EA & Administrative Manager

As Simon Quick continues to grow and evolve, our strength lies in the collective experience, dedication, and shared sense of responsibility among our team. All of these professionals have each demonstrated the commitment and excellence that will help shape the future of our firm while we remain focused on delivering exceptional service to our clients.

Please join us in congratulating all of these individuals on their well-earned achievements.

About the author

Mireille Keshishian

Associate, Marketing

New York, NY

Mrs. Keshishian joined Simon Quick Advisors in July 2023 and currently serves as an Associate on the Marketing Team. She plays a key role in shaping the firm’s brand identity and marketing strategy, for a cohesive and impactful presence across platforms. Her work spans multiple areas, including content creation, social media management, and email marketing to drive engagement. She also oversees website management and event coordination, working to create a seamless experience for clients. Additionally, she develops high-quality marketing materials that reinforce the firm’s messaging and visual identity.

Before joining Simon Quick, Mireille held a role at Ampla Technologies, a tech startup supporting growing consumer brands with tailored financial solutions. There, she honed her marketing skills while gaining invaluable industry experience. Before joining Ampla, she was employed at Viking Cruises, where she provided high-level customer support and led product, system, and brand training for new hires to facilitate their integration and promote consistent messaging.

Mrs. 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 restaurants in New York City.

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