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What's New at Simon Quick? Spring 2020

By John Nichols and Darcy O'Brien

Remote Working and COVID Response

As a firm, we’ve been planning our remote operations for years in what we refer to as our disaster recovery plan. In 2012 our plan was tested in the aftermath of Hurricane Sandy when our team shifted to remote working for two weeks. Since then, we've invested in technology and made refinements to our plan. Now, for the second time, our entire staff is working remotely from their homes. Despite the change in our physical environment, our focus has been on creating a smooth transition and a consistent experience for clients. While we are working remotely, our office lines are forwarded to our cell phones so that clients may reach their advisory teams directly. Furthermore, we are processing transactions, and implementing portfolios for clients as usual. Despite the change in location, we are here, we are open for business, and we're never too busy to help you or someone you care about. 

In March, we began hosting weekly market calls in a series we are calling Weathering the Coronavirus Market Downturn. Our goal in hosting these calls is to bring our specialists to the forefront to help clients capitalize on the recent changes in global financial markets. If you would like to listen to the call recordings you can access them on the resources section of our website. We are moving to a bi-weekly schedule for the remainder of May, please click here to register for our next call, scheduled for Wednesday, May 20th.

In the Community

Since our inception in 2004, our culture has been firmly rooted in social improvement through our community involvement and philanthropic initiatives. We have hosted 9 Annual Charitable Golf Outings, which have raised over half a million dollars for local charities. Additionally, each year we dedicate our time to a local organization at our Annual Community Service Day, where most recently we volunteered at Bonnie Brae by landscaping, painting a deck, and organizing files. We are proud to support this incredible institution and look forward to finding ways to support them again in the future.

Simon Quick team members at the 2019 Verizon Corporate Classic 5K!

Thank you to everyone who attended our 9th Annual Charitable Golf Outing! We are proud to support Raphael's Life House of Covenant House.

Our team had a wonderful day working with Bonnie Brae and look forward to continuing to support them going forward!        

      

See Photos from Our 9th Annual Charitable Golf Outing


Events

In 2019, we hosted various client appreciation and Women's Network events throughout the year. The end of the decade was filled with great events and even greater people. Our Women's Network hosted their Crepes with a Side of Confidence breakfast event, which was centered around a discussion featuring Brielle Valle from Brielle Valle Consulting. During the event she shared her thoughts on how women can harness their power in the workplace and beyond. We also hosted our annual client holiday celebration at Restaurant Serenade in Chatham, NJ! We thank everyone who was able to attend and we hope to be able host in-person events again soon. 

In The News

We are proud to be named to FA's 2019 RIA Ranking, where we placed 106 in the total assets ranking! Additionally, we were named as Highly Commended in the Private Asset Management Awards 2020 "Best Firm Culture" category. Our team members are our most important asset, which is why we are so dedicated to creating an inclusive, forward thinking firm culture that aims to welcome members from all backgrounds and cultures. We are proud of this achievement and aim to continue building upon our firm culture and CORE values!

You may have seen our CIO, Christopher Moore, featured on CNBC's "Squawk Box" where he discussed the political factors driving the market. Chris' passion for investing dates back to his childhood, where his father’s interest in the financial world eventually led Chris to pursue investing as a career. Furthermore, our Head of Reseach, Wayne Yi, was featured on an Asset TV segment discussing the global market and geopolitics. Although, our research team weren't the only one's who had their time in the spotlight! Client Advisors, Larissa Mehlfelder and Bill Lalor both had their industry knowledge featured in the news! Larissa was featured in a Harness Wealth blog post discussing how an advisor can help their clients during market turbulence while Bill shared his advice to a couple with high credit card debt in the Wall Street Journal.

Simon Quick Chief Investment Officer, Christopher Moore, on CNBC's "Squawk Box"


Read More on Our Resources Page


Our Team

Employee Spotlight: Year in Review

Last year our Employee Experience Committee introduced a Monthly Employee Spotlight, which aims to highlight our team members' backgrounds, hobbies, and personal achievements. Each month, one or two employee are selected for the spotlight which is then distributed throughout the firm and posted on our resources page. We believe that highlighting our team members' is critical to our overall firm culture and are excited to share these spotlights with you!

READ ALL OF OUR EMPLOYEE SPOTLIGHT'S HERE

A Great Place to Work

We are proud to be named by InvestmentNews as one of the 75 Best Places to Work for Financial Advisers nationwide! This is the second year in a row we have made the list, which couldn’t have been possible without our hardworking and dedicated team members!

Simon Quick Team Update

Promotions at the Firm

Joan Botte
Associate
Brittany Capizzi
Vice President
Kyle Ferrare
Managing Director
Bill Lalor
Head/Financial Planning
Larissa Mehlfelder
Managing Director
Darcy O'Brien
Chief Marketing Officer
Steve Pisano
CCO
Lynese Rawlins
Associate
Dylan Stroud
Associate




New Faces Around the Office

We would like to welcome our new team members to the Simon Quick Advisors team! We're proud of all of them and know that they will help push our firm onward and upward. Don't worry, we'll get their photos soon!

Jill Dolan (Client Service Administrator)

Mae Hung (Associate)

Jordan Maly (Client Service Administrator)

Adam Talmadge (Client Service Administrator)

Meet The Team


Congratulations!

On July 3, 2019 Kylee Scioscia and her husband Joe welcomed their third little boy, Cole!

Lynese Rawlins recently obtained her Master of Public Administration with a focus in Human Resources from Rutgers University. She maintained a 3.9 GPA throughout her entire program while working full time. Lynese was awarded the MPA Graduate Student Scholarship during her program for her outstanding grades. She was recently promoted to Associate, Human Resources where she handles all internal HR responsibilities for our firm as well as managing our internship program. 

Brannon Fisher joined the Development and Advisory Board for Greenhouse Scholars in December, 2019. He is now involved as a mentor, as a new scholar selection committee member, and as a professional networking contact.

Vanessa Sullivan is proud to announce her book is now available on Amazon! The Kindle version of her book Broken to Blessed is currently #3 on the Amazon Best Sellers Rank for its respective category and the paperback copy is #15.

Tom Morr and Jenna Wilson were engaged on March 6th, 2020. Congratulations to Tom and Jenna! 




DISCLAIMER

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.

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