Joined Simon Quick: March 17th, 2020
Current Role: Associate, Family Office Services
Where are you from: West Orange, NJ
Where do you live: West Orange, NJ
Prior job: Untracht Early – Manager in the Family Office Department
Family: Husband, Dave & Daughter, Joci, 2 brothers (chefs) and 1 sister (a doctor). Dad is a Hong Kong Native, Mom is a Philippines Native
Education: Rutgers University (Undergrad and Grad) – Go Scarlet Knights!
Interests/Hobbies: Mae loves crafts!
Favorite vacation spot: Cabo, Mexico
Other favorites: Mae loves visiting the shore! Her family is big on beach activities
1) Mae owns a candle business with 2 of her best girlfriends!
2) Mae owns 2 cats!
Joined Simon Quick: April 20th, 2020
Current Role: CSA, Client Advisory Team
Where are you from: Bloomingdale, NJ
Where do you live: Bradley Beach, NJ
Prior job: Summit Financial as a Client Service Administrator
Family: 1 brother, 1 sister
Favorite vacation spot: Manchester, England (he visits every spring with his dad to watch the game)
Education: Monmouth University – Go Hawks!
Other favorites: Enjoys cooking and making sauces for his pasta dishes from scratch
Interests/Hobbies: Surf boarding
1) Jordan’s family owns a dance studio
2) Jordan danced until he was in the 8th grade
3) Jordan was Shadow the Hawk - the mascot at Monmouth University!
Simon Quick is an SEC registered investment advisor with offices in Morristown, New Jersey; New York, New York; Chattanooga, Tennessee; Denver, Colorado; and Los Angeles, California. 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.