Supporting our advisors’ success has always been central to Simon Quick’s mission. As our firm continues its rapid expansion through strategic recruitment and acquisitions, we’ve recognized the need to complement our organic talent growth—which we’ve proudly fostered for over two decades.
That’s why we’re proud to welcome Christian Yoss, CFP® as our new Managing Director, Head of Client Growth.
Christian joins Simon Quick with more than 37 years of experience in financial services and advisor development, including senior leadership roles at firms such as J.P. Morgan, Goldman Sachs, TIAA, and Fidelity. His extensive understanding of advisor practice management, strategic growth, and client engagement uniquely positions him to help advance our firm’s capabilities as we enter our next phase of growth.
Staying Cutting-Edge and Understanding the Competition
By bringing in talent like Christian, Simon Quick underscores its commitment to staying at the forefront of the financial advisory industry. We recognize that growth requires more than just a strong platform—it also demands a deep understanding of the competitive landscape. Christian’s tenure at major firms like J.P. Morgan and Goldman Sachs has equipped him with deep insight into what leading financial institutions genuinely offer, enabling Simon Quick to further differentiate itself from these larger entities by highlighting our personalized, client-focused approach and innovative strategies.
“Christian is someone who’s been ‘under the hood’ of our competition,” explains Mark DeLotto, Corporate Development Officer. “He understands not only what our competitors say, but exactly what they do. That insight positions him uniquely to guide advisors and their clients through effective due diligence, making clear why Simon Quick may be the right home.”
How Our Advisors Will Leverage Christian’s Expertise
Advisors at Simon Quick can now confidently position Christian as a resource who deeply understands the broader industry environment. His addition is a clear reflection of our commitment to setting incoming advisors up for greater success—giving them access to the type of high-caliber coaching and industry insight that’s typically only found at the largest institutions. Beyond typical business development, he offers an enhanced understanding of market dynamics and competitor practices. Christian will help advisors:
- Clearly articulate Simon Quick’s distinct value proposition to clients.
- Guide clients through comprehensive due diligence processes, clarifying the differences that set Simon Quick apart.
- Continuously refine advisor strategies to meet evolving client expectations and industry standards.
Christian’s coaching background enables him to support advisors in attracting and serving more sophisticated clients with greater consistency and confidence in a competitive landscape.
One of the most distinctive aspects of Christian’s approach is his commitment to working directly with advisors in prospective client meetings—offering real-time guidance that is customized to each advisor’s style and strengths. Unlike many large firms that offer more generic or high-level sales coaching and training, Christian takes a hands-on approach. He not only understands each advisor’s individual practice but also actively helps navigate and support their prospect conversations, bringing a level of collaboration that is rare in the industry.
A Unique Differentiator for Simon Quick
In a rapidly evolving industry, Simon Quick remains committed to continuous innovation. Bringing Christian onto the team is a strategic step toward ensuring we never sit still. His arrival demonstrates that Simon Quick proactively embraces external insights to strengthen internal practices and optimize advisor growth and client service.
Mark DeLotto, Corporate Development Officer, emphasizes, “Christian’s appointment reflects our dedication to not only understanding the competition but staying ahead of it. Our advisors and clients benefit from our commitment to being growth minded and continuously evolving to deliver exceptional client experiences.”
Christian’s role will be pivotal as Simon Quick Advisors continues to expand its national presence, further empowering advisors and reinforcing our firm’s dedication to excellence, innovation, and client-focused growth. By bringing in seasoned leaders like Christian, we’re making a strategic investment in our advisors’ success—ensuring that every new team member has the tools, coaching, and insight needed to grow with confidence and outperform the competition.
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.
