When You Have a Trusted Team by Your Side

Belinda Bast

Vice President

Belinda joined Simon Quick in January of 2018 as a senior accountant. She has extensive experience providing various accounting services for high-net-worth individuals. She is responsible for account reconciliations, accounts receivable, accounts payable and daily accounting transactions. She also provides financial statements for entities and foundations.

Prior to joining Simon Quick, Belinda spent nine years as a senior accountant at a small CPA firm in Pennsylvania and three years as a senior accountant at a CPA firm in Hackensack, New Jersey. There, she worked on general ledger accounting, financial statements and tax returns for individuals and their related entities. She also spent a year at a family office in New York City where she provided general accounting and tax services for a high-net-worth family.

Belinda graduated from Moravian College with a B.B.A. in Accounting. In her leisure time, Belinda enjoys traveling, tennis and music.

Tommy Beeby

Director, Southeast / Client Advisor / Principal

Tommy Beeby

Analyst

Mr. Beeby joined Simon Quick Advisors in July 2023 after graduating from The University of Delaware in May 2022. Tommy is currently an Analyst on the firm’s Client Advisory team, where he assists in providing high-net-worth clients with investment and financial planning strategies.

Prior to joining Simon Quick, Mr. Beeby completed Fundamental Credit and Corporate Structured Credit Internships at Magnetar Capital LLC. During his internships, Mr. Beeby learned about the firm’s research and investment strategies and completed investment due diligence work for the investment team.

Tommy graduated from the University of Delaware in May 2022 with a B.S. in Finance and minor in economics. He then continued his education at Delaware, earning a master’s degree in international business from the Alfred Lerner College of Business & Economics in November 2023. During his Undergraduate years, he played on the D-1 lacrosse team and earned multiple CAA All-Academic honors. He was also a volunteer member of the team’s coaching staff, serving as the Head of Alumni Relations and Player Career Development while earning his master’s degree. Tommy grew up in Westchester, NY and in his spare time enjoys the beach, golf, working out, and is an avid New York Sports Fan.

Joseph A. Belfatto

Managing Partner

Joseph A. Belfatto

Managing Partner

Mr. Belfatto is a Managing Partner at Simon Quick and is a member of the firm’s Executive Committee. He is responsible for client relationship management and serves as the Senior Relationship Manager on several individual, endowment, and foundation client relationships. He also focuses on new business development and strategic growth initiatives, including mergers and acquisitions and advisor recruiting.

Mr. Belfatto joined Simon Quick as a partner in 2007, after a 23-year career on Wall Street. He began his career in institutional sales at Merrill Lynch in 1984. During his seventeen years at the firm, he held various positions in institutional sales, sales management, and capital markets, including Global Head of Convertible Bond Sales, Global Head of Equity Sales, and Global Head of Fixed Income Sales.

Mr. Belfatto joined HSBC in 2002 as Head of Sales for the Americas, during which time he played a key role in the build-out of the sales organization across products in Canada, Latin and South America, and the US. In 2005 he became the Global Head of Equities, based in London and New York and in 2007 assumed responsibility for the Global Markets business in the Americas, which included sales, trading, capital markets, and risk management across equities, fixed income, commodities, foreign exchange, futures, and derivatives. He was a Senior Executive Vice President and served as a member of the Executive Committee for Corporate, Investment Banking, and Markets.

Mr. Belfatto graduated from Seton Hall University summa cum laude with a major in Economics and received a Master’s in Business Administration from Harvard Business School. He is actively involved on the Advisory Committee for Let’s Talk: Women’s Health and Wellness, an all-day symposium for women created by Deb Belfatto. He has served on the Planning Board in Summit, NJ as well as the Board of Trustees of the Susan G. Komen for the Cure North Jersey Affiliate, Cornelia Connelly Center, Oak Knoll School of the Holy Child, and the North Jersey Affiliate of the Juvenile Diabetes Foundation.

Read Blog Posts by Joe:

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Why I Became A Financial Advisor

Three Financial Steps to Prepare You for the Sale of Your Business
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Kristin McCamish Bell, CFA, CFP®

Kristin McCamish Bell, CFA, CFP^®

Director, Southeast / Client Advisor / Principal

Ms. Bell joined Simon Quick in 2018, extending the firm’s reach to the Southeast by opening an office in Chattanooga, TN. As Director of the Southeast and Client Advisor, Kristin counsels and advises high net worth individuals and families on wealth management and financial planning to help them achieve their financial goals. She also advises endowments and foundations on developing an investment policy statement, asset allocation, and portfolio implementation. Additionally, Ms. Bell works with business owners to provide retirement plan solutions for employees. She is also involved with Women@SQ, a unique effort of over 500 members to more deeply engage, educate, and empower our female clients and professionals in our network.

Of her 20+ years in the investment industry, Kristin spent thirteen years as an analyst on the Fixed Income desk at Unum Group. During her tenure there, she covered private placement bonds, investment grade and high yield corporate bonds, and municipal bonds, developing a keen understanding of corporate and municipal risk and financial analysis in a variety of market conditions. In 2015 she joined Southeastern Trust where she improved the firm’s investment strategy, manager selection process, and implemented private equity and other alternative investments opportunistically. She also managed and implemented the firm’s fixed income strategy. Above all, she enjoyed working with clients and helping solve the financial complexities in their lives.

Kristin completed the Chartered Financial Analyst program and received the CFA designation in 2004. She is a member of the CFA Institute, the CFA Society East Tennessee, as well as the Chattanooga Estate Planning Counsel. In November of 2019, Ms. Bell became a Certified Financial Planner. Kristin holds a B.S. in Psychology from Wheaton College, where she was also captain of the Women’s Tennis Team. She has served on a variety of non-profit boards but currently serves on the Board of Directors and Development and Finance Committees of the Children’s Advocacy Center of Hamilton County. She is also a member of the Chattanooga Rotary Club and the Chattanooga Women’s Leadership Initiative (CWLI). In her leisure time, Ms. Bell enjoys spending time with her husband and two boys. She is a CrossFit enthusiast and loves to snow ski.

Call: 973-525-1000
Email: kbell@simonquickadvisors.com

Read Blog Posts by Kristin:

Cameron Brooks

Cameron Brooks

Analyst

Mr. Brooks joined Simon Quick in January 2022 and is an Analyst on the Client Advisory team. He supports the Partners and Advisors in creating financial plans, executing investment plans, and communicating with clients.

Prior to joining Simon Quick full-time, Cameron was in the Analyst Training Program at the firm, shadowing Client Advisors and learning about the firm’s financial planning process and daily functions. Mr. Brooks also completed an internship at Simon Quick in 2022 where he assisted with service requests, modeling, and forecasting.

Cameron graduated from Fairleigh Dickinson University in May 2023 and graduated with a B.S. in Finance with a minor in accounting. During his time at Fairleigh Dickinson, he served as a Resident Assistant, volunteered as a coach for the Parsippany Police Athletic League (PAL), and participated in intermural sports. Cameron is currently pursuing his MBA in Finance. In his free time, he enjoys hiking and traveling.

Cheryl Brown, CPA

Director

Cheryl Brown, CPA

Director

Ms. Brown Joined William E. Simon & Sons (now Simon Quick) in April 1988 as a tax associate. Over the years Ms. Brown went on to service the firm’s high net worth clients in tax, estate planning review and asset reporting. Cheryl also oversees accounting and reporting functions for her clients.

Ms. Brown began her career at KPMG in NYC in 1980 and is a licensed Certified Public accountant (CPA). Cheryl earned an undergraduate degree from the University of Connecticut with a major in accounting. In her spare time she enjoys tennis, hiking and backpacking.

Paige Canavan, CAIA

Paige Canavan, CAIA

Vice President

Ms. Canavan joined Simon Quick in June of 2015 and is a member of the Investments Team. Paige is responsible for monitoring existing investments both from a quantitative and qualitative perspective across traditional equity, fixed income and alternative strategies. Additionally, she participates in manager due diligence calls and visits on a regular basis. Paige is also responsible for analyzing new investment opportunities. Prior to joining the Investments Team, Paige was an analyst on the Client Advisory team and spent six months in the Simon Quick Analyst Training Program.

Ms. Canavan graduated Cum Laude from Fairfield University in May of 2014 with a B.S. in Finance. She spent her entire junior year studying at The London School of Economics and Political Science in London, UK. She is a CAIA charterholder since 2018 and member of the Chartered Alternative Investment Analyst Association. While at Fairfield, she was the Logistics Chair for St. Jude’ Up ‘til Dawn, a fundraiser for the children’s research hospital.

Read Blog Posts and Articles by Paige:

The Evolution of Secondaries and the Growing Opportunity Set in Private Market

Michael Cerenzia

Director / Client Advisor

Michael Cerenzia

Client Service Associate

Mr. Cerenzia joined Simon Quick Advisors in April 2024, and currently serves as a Client Service Associate. His primary responsibilities include assisting the Client Advisory team with client onboardings, execution of documents, helping with client requests, and processing money movements.

Prior to joining Simon Quick Mr. Cerenzia was a Property Management Intern at Keystone Real Estate Group.

Mr. Cerenzia graduated from Pennsylvania State University with a BS in Finance and a certificate in Real Estate Analysis & Development. While at Penn State he was the Philanthropy Chairman of his fraternity, Pi Kappa Phi. In this role he oversaw all fundraising efforts for the fraternity, including THON™, the largest student-run philanthropy event in the world, and Michael was afforded the opportunity to dance in THON™ Weekend’s dance marathon. In his free time, he enjoys golfing, traveling, and cheering for the New York Yankees and the Penn State Nittany Lions.

Wendy Chen

Finance Associate

Wendy Chen

Finance Associate

Ms. Chen joined Simon Quick in May of 2023 as a Finance Associate on the Family Office Team. She is responsible for assisting the Finance and Operations Teams with the month-end close and financial statements process. Ms. Chen also reconciles investment activity and bank statements. Additionally, she assists in the Accounts Receivable (AR) and Accounts Payable (AP) process for various company entities and prepares quarterly investment valuations and cash projections.

Prior to joining Simon Quick, Ms. Chen worked on the Finance Team at a start-up company that provided catering services to businesses and organizations by partnering with local chefs and restaurants. In this role, she was responsible for AR/AP, reconciling daily cash flows, ad-hoc data projects, and month-end Profit & Loss analyses.

Wendy graduated Seton Hall University with a B.S. in Business Administration, concentrating on Accounting and IT Management. In her free time, she enjoys traveling, trying new restaurants, and laughing with friends and family.

Maritza Chow Young

Maritza Chow Young

Director / Client Advisor

Ms. Chow Young joined Simon Quick in 2023 with over 23 years of experience in wealth management and investing after starting her career in bond reinsurance at FSA. As a Director and Client Advisor, Maritza counsels and advises high net worth individuals and families on wealth management with expertise in investment management, estate planning, life insurance analysis, income and estate tax planning and cash flow management.

Prior to joining Simon Quick, Ms. Chow Young worked for 22 years at KLS Professional Advisors Group (KLS), a $7 Billion Registered Investment Advisor.

Ms. Chow Young earned a B.A. from Trinity College in Hartford CT. At Trinity Ms. Chow Young was involved in community outreach and provided tutoring and college exam preparation to local high school students. She continues to be involved with Trinity and has served on the Alumni board and currently serves on the Women’s Leadership Council and she has a dedicated scholarship in her name. During her free time, Ms. Chow Young enjoys spending time on the North Fork in Long Island with her family.

Kiarra Coke

Human Resources Generalist

Kiarra Coke

Client Service Associate

Ms. Coke joined Simon Quick in April 2023 as a Client Service Associate. Her primary responsibilities include supporting the Client Advisory team with client onboardings, execution of documents, helping with client requests, and processing money movements.

Prior to joining Simon Quick, Ms. Coke served as a Financial Representative at Fidelity Investments and Relationship Banker at JP Morgan Chase. While working at Fidelity Investments, Ms. Coke supported four financial advisor teams. In her previous role, she gathered client information, coordinated client meetings, helped with account openings, and executed money movements. Kiarra has gained invaluable experience in the wealth management sector by supporting financial teams and consistently providing high-touch service to clients.

Kiarra graduated with a B.A. in Criminal Justice from Lynn University and is working towards a professional certificate in Project Management. She enjoys spending time with her family, traveling, reading, and volunteering in her spare time.

Bill Conger

Senior Managing Director

Bill Conger

Senior Managing Director

Mr. Conger joined Simon Quick in 2022 and works with the Investment Research Team. Mr. Conger’s almost 50 years of investment experience includes time as a stock research analyst, trader, wealth manager, and investment advisor.

Bill began his career in 1973 at the Equitable Trust Company as a security analyst before moving to Wall Street as a fixed income salesman at Paine Webber. Next, he spent 10 years at Morgan Stanley, trading esoteric securities, and eventually became a Principal in charge of the Un-securitized Mortgage Department. In 1988 Mr. Conger joined JRO Associates to trade bankrupt securities, before moving to E.A. Moos in 1990 where he specialized in bankrupt and distressed tax-exempt securities for 10 years. In 2000 Bill joined RBC Dain Rauscher where he managed family and client portfolios before founding Red Hook Management with his late wife Nancy in 2008.

Bill served in the US Army from 1966-1968 where he served as a Platoon Sergeant during the Vietnam War. Bill received a Bachelor of Science in Business Administration from the University of Maryland in 1973. Mr. Conger’s non-profit work includes time as the Head of the Investment Committee for the Foundation for Morristown Medical Center, Treasurer of the Board at Gill Saint Bernard’s School, President of the Lake End Corporation, and he is currently the Chair of the Board of The Raptor Trust. Bill is the proud father of three adult children and a husband to Kate Conger. When he’s not working, he enjoys traveling, hawk banding, cycling, sprint car, and drag racing.

Kyle Cunningham

Director

Kyle Cunningham

Director

Mr. Cunningham joined Simon Quick Advisors in August of 2024 as a Director on the Family Office team. In this role, he is responsible for assisting high-net-worth clients with tax analysis and strategic planning.

Prior to Joining Simon Quick, Mr. Cunningham began his career with Ayco, a Goldman Sachs Company where he specialized in the tax preparation of Individual Income tax returns for high-net-worth clients. Following his time at Ayco, he joined KFG Tax Services, LLC, a local tax firm in Albany, NY where he served as the Tax Director. In this role, he worked with the financial counseling team and clients on tax analysis and tax planning. Additionally, he worked on a wide range of tax returns for individuals and their entities.

Mr. Cunningham graduated from Pace University with a B.B.A. in Public Accounting and is currently an Enrolled Agent with the Internal Revenue Service. In his free time, he enjoys spending time with his wife and two daughters.

Nicolette Davino, SHRM-CP

Nicolette Davino, SHRM-CP

Human Resources Generalist

Ms. Davino joined Simon Quick in June of 2023 as a Human Resources Generalist. Her responsibilities include payroll, benefits administration, employee engagement, employee relations, and compliance. Ms. Davino is also part of the Employee Experience Committee which aims to continuously improve the overall experience of employees at the firm.

Before joining Simon Quick, Nicolette held a Human Resources Generalist position at Avantik, a medical device company specializing in the Histology/Pathology lab industry. During her tenure there, she honed her expertise in managing the employee life cycle, conducting recruitment processes, and handling various other HR-related responsibilities. Prior to her role at Avantik, Nicolette served as a Human Resources Assistant at Embassy Suites, where she developed a comprehensive understanding of payroll management, employment law, benefits administration, and employee engagement practices.

In 2023, Nicolette became a SHRM Certified Professional. She holds a B.A in Business Management from Montclair State University and previously served as an ambassador for Give Kids the World. During her free time, she finds joy in the company of friends and family, exploring new destinations, and honing her culinary skills.

Stephen DeLargy Jr., CFP®

Managing Partner / Chief Operating Officer

Stephen DeLargy Jr., CFP®

Associate

Mr. DeLargy joined Simon Quick in April of 2022. He is currently an Associate on the Client Advisory team. He is responsible for supporting the Partners and Client Advisors in financial planning for clients, implementing investment plans, preparing investment performance reports, and coordinating client communications.

Prior to joining the firm, Stephen worked as a Client Service Associate at Stifel Nicolaus & Co. There he worked within the Private Client Group as the primary business development member and worked with ultra-high net worth individuals. He was able to gain experience while dealing with clients daily as he provided relationship management, monitored client portfolios, and proposed new investment opportunities.

Stephen graduated from the University of Delaware in May 2016 with a B.S. in Finance, and then continued his education, earning an MBA from the Alfred Lerner College of Business & Economics in November 2017. While at Delaware, Stephen was the captain of the D-1 lacrosse team and earned CAA All-Rookie team, and CAA All-Academic team honors. Stephen grew up in Morristown, NJ and in his spare time enjoys the beach, golf and playing pick-up basketball.

Mark D. DeLotto

Mark D. Delotto

Managing Partner / Chief Operating Officer

Mr. DeLotto joined Simon Quick in April 2007 and currently serves as the Chief Operating Officer, with primary responsibility over the areas of Finance and Operations. He also oversees human resources, legal, compliance, technology and infrastructure and, as a member of the Management Committee, contributes to the firm’s strategic direction, business development and business planning. He also sits on the firms Operating Committee. In early 2013, Mr. DeLotto became an equity partner of Simon Quick.

Mr. DeLotto began his career with Fleet/Quick & Reilly as a Financial Advisor. At the Bank of America Investment Services, he managed and serviced client assets. He earned Series 7, Series 66 and New Jersey Life and Health Insurance Producer Licenses and was selected to partner with a successful team of advisors in 2005.

Prior to joining Simon Quick, Mr. DeLotto supervised, mentored and coached over forty financial advisors and sales assistants as a licensed market principal at Bank of America Investment Services, Inc.

Mr. DeLotto has a BS in Business Administration with a concentration in Finance from Villanova University School of Business. He is an active member in the Morris/Somerset Chapter of the Villanova Alumni Association and was an active member of The Villanova School of Business and served as a mentor in the Commerce and Finance Counselor program. A graduate of the Delbarton School in Morristown, NJ, he currently serves on the Board of the Alumni Association and is the Co-Chair of the school’s annual fundraising effort. Mark currently sits on the Technology Advisory Board for both Pershing LLC (an affiliate of BNY Mellon) and Fortigent LLC (an affiliate of LPL Financial). Mark sits on the Board of Directors for the ARC of Morris County, an organization dedicated to people affected by intellectual and related developmental disabilities and their families in Morris County.

Read Blog Posts by Mark:

Simon Quick and Red Hook Management are merging. Here’s what it means for you.

Jacob Dempsey, CPA, CFP®

Vice President / Client Advisor/ Principal

Jacob Dempsey, CPA, CFP®

Associate

Mr. Dempsey joined Simon Quick in June of 2023 as an Associate on the Client Advisory team. In this role, he assists in providing high-net-worth clients with investment and financial planning strategies.

Prior to joining Simon Quick, Mr. Dempsey spent nearly 10 years at Deloitte Tax LLP as a CPA working in corporate tax consulting, specializing in bankruptcy restructuring and knowledge management.

Mr. Dempsey graduated from the University of Georgia with a Master of Accountancy and Taxation and a B.B.A in Accounting. He has held his CPA license since 2014 and became a CERTIFIED FINANCIAL PLANNER™ practitioner in December 2022. In his leisure time, Mr. Dempsey enjoys running, reading, and cooking.

Connor Donovan, CFP®

Connor Donovan, CFP^®

Vice President / Client Advisor/ Principal

Mr. Donovan joined Simon Quick in July 2017. He is currently an associate on the client advisory team. He is responsible for supporting the Partners and Client Advisors in assisting with financial planning for clients, implementing investment plans, preparing investment performance reports and coordinating client communications. Connor completed the Financial Planning Certificate Program at New York University in December 2019 and became a CERTIFIED FINANCIAL PLANNER™ practitioner in July 2020.

Mr. Donovan graduated Cum Laude from Lehigh University in May of 2017 with a B.S. in Finance. At Lehigh, Mr. Donovan was a member of the varsity baseball team including the 2015 Patriot League Championship Team. He served as Team Captain and is just the tenth three-time All-Patriot League Baseball honoree in school history and only the fifth All-Eastern College Athletic Conference honoree in school history. Mr. Donovan also earned All-Academic Patriot League honors and the Lehigh Baseball Scholar Award. Mr. Donovan was active in campus leadership programs and was a member of the College of Business and Economics Leadership Council, Lehigh Baseball Leadership Council, Student-Athlete Mentor and Lehigh Leadership Legacies among others.

Call: 973-525-1030
Email: cdonovan@simonquickadvisors.com

Read Blog Posts by Connor:

Jessica Nardin, FPQP®

Senior Client Service Associate

Jessica Nardin, FPQP®

Senior Client Service Associate

Ms. Nardin joined Simon Quick in December 2020 and currently serves as a Senior Client Service Associate. Her primary responsibilities include overseeing client onboardings, executing investment documents, and coordinating money movements. Serving as a key point of contact, Jessica gives clients personalized attention, addresses client inquiries, and executes complex transactions while ensuring compliance with regulatory requirements and internal policies. As a Senior Client Service Associate, Jessica takes on responsibilities aligned with the organization’s goals and values, often working with custodians, investment managers, and other groups to streamline and consolidate processes to deliver the best possible client experience.

Ms. Nardin sits on Simon Quick's Women@SQ committee. This committee is made up of female Simon Quick employees dedicated to enhancing the personal and professional lives of our female clients and business partners. Before joining Simon Quick, Ms. Nardin served as a branch manager for M&T Bank. There she gained invaluable experience in customer service while working with small business owners and conducting customer onboardings.

Ms. Nardin received her B.A. in International Business and Management from Dickinson College in Carlisle, Pennsylvania. While at Dickinson, she played Division III softball and studied abroad in Bologna, Italy. She received the Financial Paraplanner Qualified Professional™ designation from the College for Financial Planning in August 2022. Jessica enjoys coaching softball for her high school team, skiing, and traveling in her spare time.

Natalie Fazendeiro

Senior Executive Assistant

Natalie Fazendeiro

Senior Executive Assistant

Ms. Fazendeiro joined Simon Quick (formerly William E. Simon & Sons) in June of 2012 as an Executive Assistant. She is responsible for providing daily administrative support to the Chief Financial Officer and his Accounting team. Her primary responsibilities include calendar management, document and report preparation, project coordination, reconciliation of general ledger accounts, preparation of monthly asset journals, maintenance of account payable and receivable system records. Additionally, Natalie is responsible for general office functions that include attendance record keeping, equipment maintenance, mail services, office supplies procurement and event planning. Natalie is also a member of the Employee Experience Committee which aims to continuously improve the experience employees of the firm have at Simon Quick.

Prior to Simon Quick, Ms. Fazendeiro had extensive experience in Executive Assistant roles supporting senior level executives in both the insurance and financial services industry. She has a secretarial degree from Taylor Business Institute.

In her leisure time, Natalie enjoys spending time with family and friends. She also volunteers her time as a member of The Columbiettes, a Catholic women’s organization affiliated with the Knights of Columbus.

Kyle Ferrare, CFP®

Director / Client Advisor / Principal

Kyle Ferrare, CFP®

Managing Director / Client Advisor / Principal

Mr. Ferrare joined Simon Quick in 2011 as the fifteenth employee of the firm, and in 2019, he became a Principal. Mr. Ferrare works directly with high-net-worth clients in developing and implementing their investment and financial plans. Mr. Ferrare also works with several of the firm's endowment and foundation clients, regularly attending investment committee and board meetings. He is a member of the firm’s Client Advisory Leadership Team, which executes and leads important initiatives across the client advisory team. Mr. Ferrare is also a member of the Financial Planning Committee which is responsible for identifying financial planning opportunities and disseminating guidance to advisors at the firm. In 2021, Mr. Ferrare relocated to the firm's Denver office to help expand Simon Quick’s presence in the Mountain West.

Prior to joining Simon Quick, Kyle spent five years in the Private Client Advisor Practice at Deloitte Tax LLP. He provided tax advisory services to a variety of private clients including high net worth individuals, investment partnerships, corporate executives, and owners of closely held businesses. Mr. Ferrare graduated from Bryant University where he majored in finance, with a minor in psychology. He completed the Financial Planning Certificate Program at Fairleigh Dickinson University in December 2009 and became a CERTIFIED FINANCIAL PLANNER™ practitioner in November 2010.

Outside of the office, Mr. Ferrare can be found skiing, mountain biking, trail running and exploring the outdoors with friends and family.

Call: 973-525-1036
Email: kferrare@simonquickadvisors.com

Read Blog Posts by Kyle:

Brannon J. Fisher, CFP®

Brannon J. Fisher, CFP^®

Director / Client Advisor / Principal

Brannon joined Simon Quick in 2019 and established the firm’s office in Denver. He focuses on business development and advising clients.

Prior to joining Simon Quick, Brannon was director of client relations and a registered investment advisor representative for a Denver-based asset management firm. He also had a 15-year career as a college administrator, including a 10-year stint as a development officer at Bowdoin College.

Brannon is a CERTIFIED FINANCIAL PLANNER™ and holds degrees from Colgate University, CU-Boulder, and Dominican University of California. Brannon is deeply engaged in his community. He is an adjunct faculty member at the University of Denver’s Bailey Program for Family Enterprise; he is President of the Rocky Mountain Estate Planning Council; he serves on the Finance Committee for the Ball Brothers Foundation; and he volunteers for Greenhouse Scholars as a mentor, selection committee member and member of the Development and Advisory Board.

Brannon, his wife Mandy, and his daughters Waverly and Layla enjoy a variety of active outdoor pursuits and host a revolving cast of foster pets for Mandy’s nonprofit animal rescue, Old Dogs New Digs.

Phone: 207-449-6143
Email: bfisher@simonquickadvisors.com

Read Blog Posts by Brannon:

Thea Giardina

Executive Assistant

Thea Giardina

Executive Assistant

Ms. Giardina joined Simon Quick in February 2019, where she brings over 20 years of senior-level Executive Assistant and Office Management experience from the insurance and financial planning industries. As the Executive Assistant to both Peter Simon and Les Quick, Ms. Giardina’s primary responsibilities include providing extensive administrative support inclusive of calendar management, scheduling, expense reporting, travel arrangements, as well as other administrative tasks. Ms. Giardina is a member of the DEI Committee which aims to foster an environment of inclusion and promote diversity in the workplace.

Ms. Giardina is a graduate of York College of Pennsylvania where she earned a B.S. degree in Business Management with a minor in Marketing. In her free time, she enjoys running, hiking, reading, playing pickleball, and spending quality time with friends and family.

Read Blog Posts by Thea:

September 2019 Employee Spotlight

Jeremy Ghaly

Jeremy Ghaly

Associate

Mr. Ghaly joined Simon Quick in April of 2022 as a senior accountant. Working within the family office team, he performs daily accounting functions on behalf of clients such as bill pay and account reconciliations. Periodically, he prepares client financial statements and proforma reports. He also supports the team with additional duties relating to accounts receivable, tax, and audit work.

Prior to joining Simon Quick, Mr. Ghaly spent a year and a half working as part of a small CPA firm specializing in audit and tax preparation services for condominium and homeowners’ associations. There he developed a strong understanding of general ledger accounting and financial statement preparation as he performed tests to confirm the accuracy of client records, made any necessary adjustments, and wrote notes explaining the financial reports. Previously, following graduation, he worked for three years as a staff accountant within the accounts receivable and operational accounting department at Canon Financial Services.

Mr. Ghaly graduated from Rutgers University with a B.S. in Accounting and later received his CPA license from the State of New Jersey. In his free time, Jeremy enjoys soccer, golf, music, hiking, and spending time with family.

Andrew Haggerty, FPQP®

Vice President / Client Advisor

Andrew Haggerty, FPQP®

Analyst

Mr. Haggerty joined Simon Quick in December of 2021. He currently serves as an Analyst on the Client Advisor team where he assists in providing high-net-worth clients with investment and financial planning services. In his role, he coordinates communications and prepares investment performance reports for clients.

Prior to joining Simon Quick, Mr. Haggerty worked for Mass Mutual as a financial services professional. In this capacity, he gained exposure to the financial planning field serving high-net-worth clients while working under multiple senior advisors.

Mr. Haggerty graduated from Rowan University with a BS in Finance. Andrew volunteers at the St. Joe’s food pantry and as a Midnight Runner providing the homeless in Manhattan with food and clothes. In his spare time, he enjoys golfing, snowboarding, and rooting for the New York Mets and Liverpool Football Club.

Brian Hipwell, CFP®

Brian Hipwell, CFP®

Vice President / Client Advisor

Mr. Hipwell joined Simon Quick in March of 2023 as a Vice President on the Client Advisory team. As a CERTIFIED FINANCIAL PLANNER® practitioner, he works with clients to provide comprehensive financial planning advice to high-net-worth individuals and families.

Prior to joining Simon Quick, Mr. Hipwell spent five years at Thrive Wealth Management, LLC, an independent advisory firm in the greater Philadelphia area. As a Relationship Manager, he supported two Client Advisors to provide comprehensive planning for over 200 high-net-worth households. As one of the first employees at Thrive, Mr. Hipwell also had the opportunity to get involved in other facets of the firm’s growth – from Operations to Marketing, ultimately helping to triple Thrive’s AUM to $1B during his tenure.

Mr. Hipwell graduated from Bucknell University in 2017 with a B.A. in Economics. While at Bucknell, he spent time as a teaching assistant, a research assistant, a Career Development Center intern, and served as the External Vice President of his fraternity, Kappa Delta Rho. In his spare time, Mr. Hipwell enjoys traveling, skiing, tennis, and rooting for the Philadelphia Eagles.

Mae Hung, CPA

Director / Head of Trading

Mae Hung, CPA

Vice President

Ms. Hung joined Simon Quick in March of 2020 as a Vice President in Family Office Accounting Services. She is responsible for maintaining daily cash activities, processing accounts payable and receivable, recording and reconciling bank and brokerage activity, and providing cash flow projections. She also performs the month-end close and prepares financial statements for the firm and other entities. Mae sits on the firm’s DEI Committee which aims to foster an environment of inclusion and promote diversity in the workplace. She is also a member of the Hiring Committee, where she helps to identify and interview new talent for the firm.

Prior to joining Simon Quick, Mae worked in the Family Office Services department at Untracht Early LLC for 7 ½ years where she managed the outsourced accounting functions and financial statement preparation of high net worth individuals and their families, closely held businesses, private foundations, and hedge fund management companies.

Mae has a BS in Accounting and a MAccy in Financial Accounting from Rutgers University. She is a licensed CPA and a member of the New Jersey Society of Certified Public Accountants (NJCPA). In her leisure time, Mae enjoys crafting, dining out, and spending time with her family and friends.

Joseph Jedziniak, AIF®

Joseph Jedziniak, AIF®

Director / Head of Trading

Mr. Jedziniak has been a member of the Investment team at Simon Quick since January 2023. He is responsible for the firm’s trading activity while managing the trading processes and policies. Mr. Jedziniak is also responsible for developing and maintaining the firm’s custodial relationships.

Previously, Mr. Jedziniak was a member of the Operations team since starting in May 2014, when he joined Simon Quick on a full-time basis. He was responsible for daily trading activity, custodial relationship management, cybersecurity, and compliance. Prior to joining Simon Quick, Mr. Jedziniak worked for a logistics management company. There, he gained exposure to all levels of financial analysis and accounting. In 2017 he successfully completed the Center for Fiduciary Studies Program to earn the Accredited Investment Fiduciary (AIF®) designation.

Mr. Jedziniak graduated from York College of Pennsylvania in the spring of 2012 with a B.S. in Finance and a minor in Economics. While at York College, Mr. Jedziniak helped to found the fraternity Kappa Delta Phi, where he served as Vice President for two years. He also was a Captain for the Relay for Life in 2010 and 2011. In his free time, he enjoys spending time with his family, CrossFit, reading, and cooking.

Read Articles By Joe:

Cybersecurity Threats And 7 Steps to Protect Your Personal Information

Erin Keller

Front Desk Receptionist

Erin Keller

Front Desk Receptionist

Ms. Keller joined Simon Quick in November of 2023 as the Front Desk Receptionist. Erin provides general administrative support to the Morristown office. Her primary responsibilities include scheduling and maintaining appointments for the conference rooms and meeting spaces, office and equipment maintenance, mail services, and office supplies procurement.

Before joining Simon Quick, Erin focused on environmental education with groups such as the Montana Natural History Center, New Jersey Audubon, and the Raptor Trust. She led classes on ecological subjects such as Ornithology and Forest Ecology. She has also worked with native wildlife to teach classes of all ages.

Erin has a BS degree in General Biology from Siena College. In her spare time, Erin enjoys hiking, birding, and identifying plant species along the trail with her partner.. She also enjoys reading, board games, and crossword puzzles.

Mireille Keshishian

Mireille Keshishian

Analyst

Ms. Keshishian joined Simon Quick Advisors in July of 2023 and currently serves as an Analyst on the Marketing Team. She is responsible for website management, event coordination, social media initiatives, and the creation of new marketing materials.

Prior to joining Simon Quick, Ms. Keshishian served as a Marketing Associate at Ampla Technologies, Inc. supporting growing consumer brands through financial services. There, she honed her marketing skills and sharpened her work ethic while gaining invaluable experience working in financial services. Prior to joining Ampla, she worked at Viking Cruises as a Guest Services Specialist where she assisted clients with their inquiries and served as a mentor for new employees.

Ms. 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 places to eat in New York City.

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Edward Klein

Edward Klein

Client Service Associate

Mr. Klein joined Simon Quick in May of 2023 and currently serves as a Client Service Associate. His primary responsibilities include assisting with client onboardings, account openings, processing money movements, and assisting with client requests.

Prior to joining Simon Quick, Mr. Klein worked for UBS Financial Services as a Client Service Associate. In this capacity, he gained exposure to the financial planning field, servicing high-net-worth clients while working under two senior advisors.

Mr. Klein graduated from Villanova University with co-majors in finance and business analytics. While at Villanova, he was a member of the Men’s Ice hockey team and assisted with team finances. In his spare time, Mr. Klein enjoys playing hockey, golf, and darts.

Taran Krishnan

Managing Director / Head of Financial Planning / Client Advisor / Principal

Taran Krishnan

Associate

Mr. Krishnan started with Simon Quick Advisors in February 2021, following his graduation from Johns Hopkins University. As an Associate on the Investments Team, Taran conducts quantitative and qualitative due diligence on current and potential investments. Taran helps the research team to execute top-down analysis of a variety of asset classes and investments including equities, fixed income, and alternative strategies. He participates in calls with potential and existing managers and monitors the performance of current investments as well as the general market. Additionally, Taran is a member of the Employee Experience Committee which aims to continuously improve the experience employees of the firm have at Simon Quick.

At Johns Hopkins University, Taran received bachelor degrees in International Studies and Economics with a minor in Financial Economics. On campus, Mr. Krishnan was a member of the Marshal L. Salant Investment Team; a student-run investment fund that supported the Johns Hopkins endowment and financial aid fund. Taran was also programming chair of the Milton S. Eisenhower Symposium, an organization that brought notable speakers such as Bernie Sanders, Hasan Minhaj, and Jim Acosta to the Hopkins campus. Taran was a member of intramural soccer and futsal teams, and he still enjoys playing and watching soccer in his free team.

William Lalor, CFP®, CFA

William Lalor, CFP®, CFA

Managing Director / Head of Financial Planning / Client Advisor / Principal

Mr. Lalor serves as the Head of Financial Planning where he employs his extensive experience to oversee the firm’s financial planning services. His expertise includes tax, retirement, and cash flow planning, as well as executive compensation. He also manages some of the firm’s family relationships, endowments, and foundations. Mr. Lalor sits on the Financial Planning Committee which is responsible for identifying financial planning opportunities and disseminating guidance to advisors at the firm.

Mr. Lalor began his financial services career at The MDE Group, a New Jersey based wealth management firm. There he was involved with many of the firm’s largest corporate executive financial counseling relationships. Prior to entering the financial services industry, he worked for the telecom company, JDS Uniphase, where he was a Development Engineer managing teams responsible for the design and production of new products.

Mr. Lalor earned an MBA with a finance concentration from Rutgers Business School. He graduated with a BS from Rutgers School of Engineering where he majored in Ceramic and Materials Engineering.

Mr. Lalor became a CERTIFIED FINANCIAL PLANNER™ practitioner in January 2007 after completing Fairleigh Dickinson University’s Program for Financial Planners in 2006. He completed his Chartered Financial Analyst (CFA) designation in 2014.

Call: 973-525-1033
Email: blalor@simonquickadvisors.com

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Arty Langhaus

Senior Managing Director / Client Advisor

Arty Langhaus

Senior Managing Director / Client Advisor

Mr. Langhaus joined Simon Quick in April 2022. Mr. Langhaus has provided individualized wealth management and financial advice tailored to partners at major law firms, sophisticated investment professionals, business executives, and wealthy families for approximately 30 years. His areas of expertise include investment management, estate structuring, and wealth transfer strategies, life insurance analysis, income and estate tax planning, and cash flow management. Mr. Langhaus also sits on the firm’s Investment Committee.

Before joining Simon Quick, Mr. Langhaus spent 30 years as Co-Founder, Chief Financial Officer, and Member of the Investment Committee of KLS Professional Advisors Group (KLS), a $7 Billion Registered Investment Advisor. Prior to founding KLS in 1989, Mr. Langhaus spent two years as an Investment Banker and Vice President in the Asset Management Group at Shearson Lehman Brothers. Prior to 1987, Mr. Langhaus was a Senior Tax Manager with the international accounting firm of Touche Ross, specializing in individual taxation, corporate taxation, and tax-oriented investments. Mr. Langhaus was Chairman of the Tax Oriented Investment Committee of Touche Ross' New York City office.

Mr. Langhaus earned a B.A. from Queens College, City University of New York in 1978 and an M.B.A. degree with high honors from Pace University Graduate School of Business in 1980. He is a Certified Public Accountant. During his free time, Mr. Langhaus likes to spend time on Fire Island with his family. When he's not relaxing, Mr. Langhaus enjoys cycling, hiking, and skiing in Colorado.

Laura LaVecchia, CPA

Managing Director of Finance & Family Office Services

Laura LaVecchia, CPA

Managing Director of Finance & Family Office Services

Ms. LaVecchia joined Simon Quick in April 2021 to manage the Family Office team. She and her team are responsible for delivering accounting, treasury, tax, and administrative services to our ultra-high-net-worth clients and their families. Passionate about delivering an exceptional client experience, Ms. LaVecchia, and her team work closely with the Client Advisor team to ensure clients achieve their financial goals. Ms. LaVecchia is also responsible for assisting the CFO with the oversight of the firm’s financial operations, including long-range strategic planning, cash flow, budgets, audits, tax, and other financial activities of the firm. In addition to her daily responsibilities, she serves on various task forces and committees of the firm aimed at continual improvement and professional growth. In all aspects of her role, Ms. LaVecchia focuses on implementing and leveraging technologies, creating successful processes, and employing best practices.

Ms. LaVecchia began her career in public accounting, spending eleven years at WilkinGuttenplan working with closely held businesses and high-net-worth individuals. During her tenure, she specialized in providing tax compliance, tax planning, financial reporting, audit, assurance, due diligence, and other consulting services. She was also actively involved in administrative and operational areas of the firm and contributed to the development of the firm’s staff via training and mentorship. Following her time with WilkinGuttenplan, Ms. LaVecchia joined Verizon, where she worked as an Associate Director for five years. While there, she held roles in corporate finance, strategic planning, and enterprise risk management. Serving as a trusted advisor, she worked across all levels of the enterprise, reporting her findings and recommendations to senior executives.

Ms. LaVecchia is a licensed CPA in the state of New Jersey and a member of the American Institute of Certified Public Accountants (AICPA). In her leisure time, Ms. LaVecchia enjoys spending time with her two children.

Read Blog Articles by Laura

Zachary Levin

Zachary Levin

Analyst

Mr. Levin joined Simon Quick in July 2022 after graduating from Lehigh University in May 2022. Zach is currently a member of the firm’s client advisory team, where he helps prepare financial plans, client communication, and portfolio construction.

Before joining full-time at Simon Quick, Mr. Levin was a member of the firm’s 2021 Summer Intern Class. During his internship, Zach learned about the firm’s financial planning process and completed investment due diligence work for the investment team. Additionally, Zach served as a summer financial analyst at Tradition Financial Services, where he gained valuable experience working on a live trading floor on Wall Street.

Mr. Levin graduated from Lehigh University with a Bachelor of Arts in Economics and International Relations. At Lehigh University, Mr. Levin was a TAMID Investing and Consulting Group member and was selected for a highly competitive academic fellowship. Additionally, Zach served as the Vice-President of his fraternity, Phi Delta Theta. In his free time, Mr. Levin enjoys hiking with friends, playing golf, cooking, and he is an avid Yankees fan.

Gilda Lovera

Vice President / Principal

Gilda Lovera

Associate

Ms. Lovera joined Simon Quick in April 2024 as a Senior Accountant. She works directly with and provides a high-level of personal financial services to high-net-worth individuals and families with the utmost confidentiality. Her responsibilities include issuing financial statements for investment holding entities, trusts, and foundations. Ms. Lovera is responsible for account reconciliations, accounts receivable, accounts payable, and daily accounting transactions. Additionally, she assists in annual financial audits and reviews annual budgets.

Prior to joining Simon Quick, Gilda held an Accounting Staff position at Cipolla Financial Advisors LLC in Franklin Lakes, New Jersey. In this role, she performed monthly bank reconciliations and general ledger account analyses for various individuals, entities, and trusts. She created quarterly financial reports and processed payroll. She also prepared and filed tax returns for individuals, corporations, and partnerships.

Gilda graduated from Montclair State University with a B.S. in Accounting and minor in Psychology. In her free time, she enjoys reading, going to concerts, playing video games, and spending time with family and friends.

Adelina Lifrieri

Adelina Lifrieri

Vice President / Principal

Ms. Lifrieri joined Simon Quick (formerly William E. Simon & Sons) in June of 1999 as a Senior Accountant with 18+ years of continuous service at the firm. She is responsible for project administration, financial management, tax compliance and provisioning of multiple business portfolios. Ms. Lifrieri has extensive experience serving on the accounts of high net worth individuals with the utmost care and integrity. Ms. Lifrieri continuously aids senior management in creating multi-generational wealth strategies including diversification of assets and pivoting in response to market shifts and demands. Ms. Lifrieri is also a part of the Women@SQ committee which is dedicated to educating and enhancing the personal and professional lives of women in the Simon Quick network.

Ms. Lifrieri has experience in asset journals, reconciliation, payroll & corporate compliance and procedures. Upon joining the firm in 1999, Ms. Lifrieri assisted senior executive management in the oversight of accounts, market valuation, administrative processes and data assessment which provided organization and structure to the investments, real estate, and special situations groups.

Adelina earned her undergraduate degree in Economics & Finance from Rutgers University in East Brunswick, New Jersey. In her leisure time, she enjoys running and spending time with family.

AJ Loughry, CFA

AJ Loughry, CFA

Vice President

Mr. Loughry joined Simon Quick in the summer of 2018 following his graduation from St. Bonaventure University. As a Vice President on the Investments Research team, he is responsible for the monitoring of previous investments, as well as quantitative, qualitative, and operational due diligence on a variety of new investment opportunities. AJ frequently participates in meetings and calls with prospective and existing managers. Lastly, Mr. Loughry is a member of the Hiring Committee, where he helps to identify and interview new talent for the firm.

At St. Bonaventure University AJ received bachelor degrees in Finance and Accounting, graduating Summa Cum Laude. During his time at St. Bonaventure, AJ was a manager of SIMM, a student-run investment fund with a portfolio of over $300,000. Mr. Loughry was also involved with two service organizations on campus, Bona Responds and Bona Buddies. Lastly AJ played on his school’s club basketball team, and still enjoys playing in his free time today.

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Charlene LuongVan

Director of Legal and Family Office Services

Charlene LuongVan

Client Service Associate

Ms. LuongVan joined Simon Quick in April of 2023 and currently serves as a Client Service Associate. Her primary responsibilities include assisting with client onboardings, processing money movements, and helping with client requests.

Prior to joining Simon Quick, Charlene worked for a wealth management firm in New York where she supported four advisors. In this position, Charlene assisted with client onboardings, executing money movements, and processing client requests.

Charlene graduated from Minnesota State University, Mankato with a B.S. in communication studies and a minor in marketing. Charlene was born and raised in Minnesota and moved to New York in 2022. In her free time, Charlene enjoys staying active by participating in Brazilian Jiu Jitsu, Muay Thai, weightlifting, and exploring New York City.

Tara Maher, FPQP®

Tara Maher, FPQP®

Director of Legal and Family Office Services

Tara Maher joined Simon Quick in 2020 as Director of Legal and Family Office Services. Ms. Maher acts as a proxy/liaison/agent for our ultra-high net worth clients regarding lifestyle matters such as the purchase and sale of artwork, collectibles, general contract negotiations, and various real estate transactions. She also works closely with tax experts and legal counsel to complete a variety of regulatory filings, corporate governance, and financial disclosure reports. She is responsible for transactional, compliance, and operational support, and implements and administers estate planning and wealth management strategies alongside the Client Advisory Team. She collaborates with teams both internally and externally to ensure that transactions and wealth management decisions are made with consideration of the potential legal, tax, estate planning, and generational outcomes. Additionally, Ms. Maher oversees a multi-family real estate portfolio, including strategic development, third-party oversight, and budgeting.

Ms. Maher is part of the Simon Quick Women@SQ Committee, which focuses on enhancing the personal and professional lives of female clients and business partners. Prior to joining Simon Quick Advisors, LLC, Ms. Maher was a senior litigation paralegal in the New York and D.C. offices of O’Melveny & Myers LLP and Chief of Staff for the Legal Department at E*TRADE from Morgan Stanley in Arlington, VA.

Ms. Maher received her Bachelor of Arts in History from the University of Virginia and a professional Master Certificate in Commercial Contracts Management from Villanova University. In 2022, she received her Financial Paraplanner Qualified Professional (FPQP®) designation. Ms. Maher holds dual citizenship in the US & EU. She enjoys traveling, cooking, and reading in her spare time.

Read Blog Posts by Tara

Tax Savings and Sustainability Through In-Kind Philanthropy

Jack Mahoney, CFP®

Jack Mahoney, CFP^®

Managing Director / Client Advisor / Principal

Mr. Mahoney joined Simon Quick in 2018. As a Director on the client advisory team, his focus is on providing investment and financial planning advice to high net worth individuals & families. Mr. Mahoney also serves as Co-Head of the Hiring Committee where he oversees the recruitment of new team members at the firm.

Mr. Mahoney began his career at Bloomberg LP. While at Bloomberg, he partnered with some of the firm’s largest clients to solve business challenges through the suite of Bloomberg functionality and services. Most recently, Mr. Mahoney worked at UBS Private Wealth Management in NYC, where he was responsible for providing access to wealth management solutions available to the firm’s ultra-high net worth clients. He helped advise clients on all of their wealth management needs from investments, to lending, to generational wealth planning.

Mr. Mahoney graduated from Connecticut College in New London, CT. While at Connecticut College, Jack was a member of the lacrosse team. He became a CERTIFIED FINANCIAL PLANNER™ practitioner in 2015. He and his wife are residents of Montclair, NJ, where Jack remains involved with the youth lacrosse program.

Call: 973-525-1044
Email: jmahoney@simonquickadvisors.com

Read Blog Posts by Jack:

April 2019 Employee Spotlight

Are You The Family Breadwinner? How To Make Sure Your Family Is Protected

What To Do The Day You Turn 62

Mohsin Malik

Finance Associate

Mohsin Malik

Finance Associate

Mr. Malik joined Simon Quick in August of 2020. As an Associate on the Operations team, Mohsin’s responsibilities include reconciliation of client investment statements, preparation of client performance reports, daily oversight of reporting and operations, client invoices, and daily trading activity.

Mohsin began his career at Prudential Financial. While at Prudential, Mohsin provided accounting, financial reporting, and recordkeeping support for PGIM’s investment portfolios supporting the various Insurance Companies. Prior to joining Simon Quick, Mohsin worked at SS&C Technologies within the firm’s Private Equity team. He was responsible for preparing financial statements, performance reports, and investor statements for one of the firm’s largest clients.

Mohsin graduated from Rutgers University with a B.S in Accounting and Management Information Systems. In his free time, he enjoys spending time with his family and participating in sports around his community.

Jordan Maly, FPQP®

Director / Client Advisor / Principal

Jordan Maly, FPQP®

Associate

Mr. Maly joined Simon Quick in April 2020 and currently serves as an Analyst on the Client Advisory Team. He is responsible for supporting Partners and Client Advisors in assisting with financial planning for clients, implementing investment plans, preparing investment performance reports, and coordinating client communications. He is based out of the firm’s Denver, CO office and is a member of the Hiring Committee.

Prior to joining Simon Quick, Jordan served as an Analyst for an independent financial advisor at Summit Financial, LLC. There, he learned about financial markets and the importance of a strong work ethic and attention to detail.

Mr. Maly graduated from Monmouth University in 2017 with a B.S. in Finance. While at Monmouth University, Jordan was an active member of both Club Soccer and Club Surf. He was also the University’s mascot, Shadow. Jordan held leadership positions at his fraternity, Phi Kappa Psi, including Treasurer. He continues his commitment to the fraternity by sitting on the Alumni Advisory Board to help the next generation of members. Jordan enjoys spending his free time exploring all that Colorado has to offer with his dog, Tex.

Email: jmaly@simonquickadvisors.com

Lisa Manzolillo, CFP®, CDFA®

Lisa Manzolillo, CFP®, CDFA®

Director / Client Advisor / Principal

Ms. Manzolillo joined Simon Quick in 2018 and she has over 20 years of wealth management experience. Lisa is passionate about financial planning and working with individuals and families to create a plan that incorporates their goals and values. Lisa also specializes in working with women going through life transitions such as a divorce, widowhood, or retirement. Ms. Manzolillo serves as the chair of Women@SQ, which is dedicated to educating and enhancing the personal and professional lives of women in the Simon Quick network.

Prior to joining Simon Quick, Lisa worked as a financial advisor at Morgan Stanley and UBS where she provided financial planning and investment management services to high-net worth individuals and families. She began her career in a variety of roles on Wall Street including positions at Merrill Lynch and Deutsche Bank.

Ms. Manzolillo graduated summa cum laude from University of Rhode Island with a Bachelor of Science in Accounting and earned an MBA with a finance concentration from Fordham University. She became a CERTIFIED FINANCIAL PLANNER™ practitioner in January 2008 and in 2017, Lisa became a Certified Divorce Financial Analyst (CDFA). In 2021, Ms. Manzolillo was made a principal of the firm in recognition of her hard work and dedication.

Outside of work Lisa is the proud mother of two children and enjoys paddle tennis, pickle ball, downhill skiing, and water skiing.

Call: 973-525-1011
Email: lManzolillo@simonquickadvisors.com

Read Blog Posts by Lisa:

How To Teach Your Kids About Money

What To Do If You Get Divorced

Webinar Replay: Virtual Cooking Event With Chef Gaccione

What Is Your Long-Term Care Plan?

Sydney McGrew

Senior Managing Director / Client Advisor / Principal

Sydney McGrew

Analyst

Ms. McGrew joined Simon Quick Advisors in May 2022. Ms. McGrew is currently an analyst on the Client Advisory team. She is responsible for supporting the Partners and Client Advisors in assisting with financial planning for clients, implementing investment plans, preparing investment performance reports, and coordinating client communications. In addition, Ms. McGrew is part of Simon Quick Women@SQ Committee. It is dedicated to enhancing the personal and professional lives for female clients and business partners. Ms. McGrew is based in the New York City office.

Prior to joining Simon Quick, Ms. McGrew worked as a client advisor associate at Wilmington Trust in their New York City office. While working there, Ms. McGrew supported four wealth advisors and serviced over 100 clients. In her previous role, Ms. McGrew prepared client presentations, facilitated account openings, executed money movement, performed account maintenance, and updated the pipeline. She gained invaluable experience working with high-net worth individuals, foundations, and endowments.

Ms. McGrew graduated in 2020 from Washington and Lee University with a business administration major degree. While at Washington and Lee, Ms. McGrew was an active member of the fancy dress committee and mock con memorabilia committee. She also tutored at the local elementary school in town. Sydney held the leadership position of recruitment chair in her sorority, Kappa Kappa Gamma. Ms. McGrew is currently serving as a 2020 class agent focusing on fundraising for Washington and Lee’s annual fund. Ms. McGrew enjoys her free time by spending time with family and friends, traveling, and cooking.

James McGurren, CPA, CFP®

James McGurren, CPA, CFP®

Senior Managing Director / Client Advisor / Principal

Mr. McGurren, a Principal since 2021, joined Simon Quick in 2019. Currently serving as a Senior Managing Director and Client Advisor, Mr. McGurren specializes in assisting highly driven, successful entrepreneurs, professionals, corporate executives, business owners, and wealthy families. His expertise spans across investment management, financial planning, taxation, accounting, and corporate advisory services. Mr. McGurren is also a member of the firm’s Investment Committee which oversees investments on behalf of the organization.

Mr. McGurren’s background includes experience in public accounting, with a special emphasis on tax and financial planning for the wealthy. He also served as a Managing Director and member of the senior leadership team at a New York City-based Registered Investment Advisor. Mr. McGurren has a highly personalized approach to client relationships and his experience gives him the breadth of knowledge needed to lead a team of professionals who can provide the individuals and families we serve with exceptional services.

Mr. McGurren earned a B.S. in Accounting from Fordham University in 1980. He is a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER® professional. In his free time, Mr. McGurren enjoys spending time with his family and traveling.

Phone: (646) 668-3522
Email: JMcGurren@simonquickadvisors.com

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Cameron McMillian

Cameron McMillian

Analyst

Mr. McMillian joined Simon Quick in March of 2023. He is currently an Analyst and Client Advisor on the Maritza Chow Young Advisory Team. He is responsible for supporting clients in financial planning, implementation of investment strategy, coordinating communications, and preparing investment performance reports.

Before joining the firm, Cameron worked as a financial analyst in Wealth Management for Silicon Valley Bank Private (SVB). In the two years he served SVB, Cameron was able to gain valuable experiences coordinating client relationships, managing investment directives and monitoring client portfolios. Prior to his work at SVB, Cameron worked as a financial analyst in Boston, MA for BNY Mellon Mortgage Operations, the City of Cambridge Financial Department, and Leggat-McCall Properties.

Cameron attended Trinity College in Harford, Connecticut where he majored in Economics and Film. While at Trinity College, Cameron was a member of the Trinity Football Program, the Arts Council as well as the Investment Club. Outside of work, Cameron regularly enjoys creating personal projects, producing and editing films, as well as volunteering for Youth programs in his hometown of Cambridge, Massachusetts.

Larissa A. Mehlfelder, CFP®, BFA™

Managing Director / Head of People / Principal

Larissa A. Mehlfelder, CFP®, BFA™

Managing Director / Client Advisor / Principal

Ms. Mehlfelder joined Simon Quick in 2009 and became a Principal of the firm in 2019. As a Client Advisor, she works with clients to help them achieve their financial objectives. She advises clients in all areas of financial planning including customized investment portfolios, risk management, estate planning, tax planning, retirement planning and charitable giving. As a Behavioral Financial Advisor™, she focuses on integrating traditional finance practices with the emotion of investing by helping clients align their behavior with their overall goals. As a member of Simon Quick’s Financial Planning Committee, Ms. Mehlfelder helps to create a holistic and consistent client experience for the firm by providing tools, resources, guidance and knowledge across all disciplines of financial planning. Ms. Mehlfelder also sits on Simon Quick's Women@SQ Committee and Operating Committee.

Prior to joining Simon Quick, Ms. Mehlfelder worked at other boutique financial advisory firms where she gained valuable experience monitoring client investments and spearheading strategic marketing efforts. She also spent time in the Private Investors Operations Group of BlackRock, Inc. where she was responsible for reconciling trades, creating metrics and training fellow employees.

Ms. Mehlfelder earned a BS degree in Finance with a minor in Mathematics from The College of New Jersey. She completed Fairleigh Dickinson University's Program for Financial Planners in 2011 and became a CERTIFIED FINANCIAL PLANNER™ practitioner in 2012. In 2021, she became a Behavioral Financial Advisor™.

Ms. Mehlfelder lives in Chester, NJ with her husband and two sons. In her leisure time, she enjoys spending time outdoors, traveling and supporting Cornerstone Family Programs.

2020 Five Star Wealth Manager
Rankings Disclaimer

Call: 973-525-1027
Email: lmehlfelder@simonquickadvisors.com

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Christopher B. Moore, CFP®

Managing Partner

Christopher B. Moore, CFP®

Managing Partner

Mr. Moore helped found Simon Quick Advisors in 2004, and is a Managing Partner of the firm. Chris Chair’s the Executive Committee, which is responsible for the firm’s vision, mission, strategy, and operations. The Committee is also accountable for the organization’s performance, and the achievement of business goals, while maintaining alignment with its core values. He is also Chair of the Investment Committee, which oversees investment matters, including market research, asset allocation, risk management, investment manager due diligence, and portfolio implementation and monitoring. He has over 20 years of experience working with clients, and developing his expertise in the areas of investments, taxes, insurance, and estate planning for a comprehensive approach to wealth management.

From 2014 through 2022, he served as the Chief Investment Officer at Simon Quick, responsible for the development of the firm’s Market Outlook and approach to asset allocation. Prior to that, Chris served as the Head of Research, responsible for the diligence process across private equity, real estate, venture, hedge fund, and traditional investment strategies. He began his career in the financial services industry working for Aon Risk Services as a licensed Property & Casualty insurance producer, servicing middle to large market corporations in the Northeast. He has participated in many speaking engagements, and has been interviewed by CNBC, Bloomberg, The Wall Street Journal, and The New York Times.

Mr. Moore is a CERTIFIED FINANCIAL PLANNER™ practitioner, and earned an MBA from Columbia Business School, where his studies were concentrated in finance and investments. He graduated with a BA from the College of the Holy Cross, where he majored in Mathematics and minored in Computer Science. He is an Advisory Board Member for Bow River Capital Partners, a private equity firm based out of Denver, CO and Valor Capital Group, a Brazil focused Venture Capital firm, with offices in New York and Brazil. He is also an active participant in, and former Board Chair of, the NJ chapter of the Young Presidents’ Organization (YPO) – one of the world’s premier leadership organizations. In 2017, he was named a 40 Under 40 award winner by NJBIZ, as one of the best and brightest in the Garden State’s next generation of business leaders. Most recently, he became an Investor In Residence for the Benjamin Graham Value Investing Program at the UCLA Department of Economics.

In his spare time, Chris enjoys spending time with his wife and three children, especially when that also involves travel, golf, skiing, hiking, and coaching youth sports.

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Jenna Morr, CFA

Jenna Morr, CFA

Managing Director / Head of People / Principal

Ms. Morr joined Simon Quick in 2013 and became a Principal of the firm in 2019. Jenna started her career on the Investments side of the business before recognizing a passion and skillset for talent management. Today, Jenna is in the role of Head of People. Jenna is a member of Simon Quick’s Executive Committee which serves as the principle governing body responsible for key aspects of the firm’s vision, mission, strategy, and operations. She is also chair of the Employee Experience Committee, Hiring Committee, and the DEI Committee.

Jenna leads the firm’s human capital strategy with responsibilities including leadership development, talent management, employee engagement, performance management, organizational culture, employee relations and communication, learning & development, HR technology and analytics, and employee well-being. Additionally, she is integral in change management and strategic opportunity implementation for the firm. Jenna brings a data-centric lens to decision-making around people. Her focus is on leveraging the human capital within the organization to effectively grow and scale the business.

Prior to joining full-time, Jenna interned for Simon Quick in the summer of 2012. Jenna became a CFA® Charterholder in 2017 and is a member of the CFA Institute. Jenna graduated from The Pennsylvania State University in May of 2013 with a B.S in Mathematics and a Minor in Economics. Jenna is currently pursuing her Master of Science in Human Capital Management at Columbia University with an expected graduation date in the summer of 2024.

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Thomas Morr, CFP®

Managing Partner / Head of Client Advisory

Thomas Morr, CFP®

Managing Partner / Head of Client Advisory

Thomas Morr joined Simon Quick in 2012 and is currently a Managing Partner and the Head of Client Advisory. Mr. Morr brings extensive expertise to his role overseeing Simon Quick and the Client Team. He ensures that the firm’s Advisors, Associates, Analysts, and Client Service Associates deliver unparalleled service to the firm’s clients. Collaborating closely with all departments, he spearheads initiatives to enhance operational efficiency and implements cutting-edge processes and technologies to elevate the client experience. In his capacity as a Client Advisor, Tom provides strategic counsel to high net worth individuals, families, endowments, and foundations, guiding them in wealth management, financial planning, and investment strategies tailored to their unique objectives. Mr. Morr’s leadership also extends to the firm's Executive Committee, where he plays a pivotal role in executing Simon Quick's vision and strategy.

Mr. Morr’s passionate dedication to leadership is a cornerstone of his approach at Simon Quick, inspiring a culture of excellence and continuous improvement throughout the organization. His emphasis on mentorship and professional development empowers team members to reach their full potential, fostering a collaborative environment where innovative ideas thrive. His philosophy not only strengthens internal cohesion, but also enhances the firm’s ability to adapt and excel in an ever-evolving financial landscape. This ensures that Simon Quick remains at the forefront of industry innovation and client service excellence.

Mr. Morr’s credentials underscore his dedication to professional excellence. He completed Bryant University's Program for Financial Planners and attained the CERTIFIED FINANCIAL PLANNER™ designation in 2016. He holds a B.A. in History with a minor in Business from Siena College, where he excelled as the goalie on the nationally ranked lacrosse team. Mr. Morr remains deeply connected to his alma mater, serving on the school's Board of Advisors and the Siena Lacrosse Alumni Network (SLAN). He helps foster invaluable connections between current student athletes and alumni to support their transition into post-graduate life.

Call: 973-525-1047
Email: tmorr@simonquickadvisors.com

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Darcy O'Brien

Managing Director / Chief Marketing Officer / Principal

Darcy O'Brien

Managing Director / Chief Marketing Officer / Principal

Ms. O’Brien joined Simon Quick in 2015, as the Director of Marketing & Communications. Ms. O’Brien built the firm’s marketing department from the ground up and was named Chief Marketing Officer in 2020. She is responsible for developing and executing effective marketing plans aligned with the company’s overall goals and objectives. Darcy oversees the firm’s content, digital, event, and social media strategies with an eye towards strengthening brand recognition and loyalty. She also supports the Client Advisory and Business Development teams by providing strategic guidance and promotional resources.

Ms. O’Brien began her career at Aspiriant LLC in Los Angeles, CA where she was responsible for placing trades, establishing and maintaining accounts, and training fellow employees. Following Aspiriant, Darcy worked on Simon Quick’s Operations team from 2011-2014 reviewing and reconciling client investments in the portfolio accounting system, and supporting the COO in the areas of finance, operations and compliance. Ms. O’Brien spent a year working for the Select Equity Group in their Client Services division before returning to Simon Quick in 2015.

Darcy earned a Bachelor’s degree in English and Sociology from Bucknell University in Lewisburg, Pennsylvania. In 2021 she received her Marketing Strategy Certificate from Cornell University. In 2021 she was also a member of the inaugural cohort of students in Columbia Business School’s Chief Marketing Officer Program, receiving her certificate from the program in 2022. Outside of work, Darcy enjoys running, visiting Montauk, and spending time with her friends and family.

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Michael T. Oliveri

Senior Managing Director / Chief Financial Officer / Principal

Michael T. Oliveri

Senior Managing Director / Chief Financial Officer / Principal

As Chief Financial Officer, Mr. Oliveri manages the daily operations, and oversees the accounting, investment, financial planning, treasury, audit and tax functions of the Family Office. He manages and integrates all aspects of business and personal financial management for optimal efficiency, from cash flow management to philanthropic management. Mr. Oliveri is passionate about helping individuals and their families achieve their financial objectives by building and preserving wealth. Michael sits on the firm’s Operating Committee which is responsible for executing on Simon Quick’s vision and strategy.

Mr. Oliveri has 30 years of experience in the industry and has served various positions during his 28 years at the Firm. He has been Tax Accountant for the Family Office, Controller and Vice President of various distressed debt and private equity funds, and a member of the Investment Committee for the family.

Philanthropically, Mr. Oliveri is Assistant Treasurer of the William E. Simon Foundation and is responsible for all accounting and tax functions, and serves on the Investment Committee. Mr. Oliveri served as a director of Sound Body Sound Mind Foundation and Parish Catalyst.

Mr. Oliveri graduated with a Bachelor of Science in Accountancy from Villanova University in 1986. Prior to joining the Firm in 1988, Mr. Oliveri started his career at Deloitte & Touche as a Tax Consultant.

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Joe Petrone

Director of Technology

Joe Petrone

Director of Technology

Joe Petrone joined Simon Quick in March of 2021 as a Director of Technology. His primary responsibilities include overseeing the support, troubleshooting, maintenance, and improvement of the firm’s network, IT infrastructure, and company devices. He also manages and educates staff on the implementation of system enhancements and upgrades.

Prior to joining the team, Joe worked as the Deputy Head of IT for Great Bowery, a global creative artist representation agency. There he helped found the global technology team and, with the blessing of their C-suite, brought about sweeping changes to the firm’s technology infrastructure. In his tenure, he managed multi-disciplinary projects ranging from website builds and rollouts to multiple large improvements to the business’s IT security posture.

Mr. Petrone received his BFA in Photography from the School of Visual Arts in New York City. In his free time Joe enjoys video and board games, traveling, and spending time with his wife Michelle and their cat Fiona.

Steve Pisano, Esq., AIF®

Managing Director / Chief Compliance Officer / Principal

Steve Pisano, Esq., AIF®

Managing Director / Chief Compliance Officer / Principal

Mr. Pisano joined Simon Quick in 2016 and currently serves as Chief Compliance Officer. His primary responsibilities include overseeing the firm’s regulatory obligations. This includes developing and implementing written policies, conducting thorough reviews to assess their efficiency, and addressing any identified deficiencies. Mr. Pisano also remains abreast of evolving compliance regulations to ensure the firm operates within its established guidelines and diligently enforces adherence to these rules and procedures throughout the organization.

Before joining Simon Quick, Mr. Pisano worked at Dynasty Financial Partners where he served as Chief Compliance Officer of their Investment Operations and Platform. At Dynasty, Mr. Pisano was responsible for Platform due diligence and was appointed CCO of the firm’s broker dealer. Prior to Dynasty, Mr. Pisano spent 3 years at HSBC in their registered investment advisor and broker dealer Compliance Department. During his tenure he served as Regulation Coordinator for the Investment Advisors Act of 1940, leading Advisory Compliance efforts in the Private Banking, Wealth Management, and Institutional Business lines. Prior to joining HSBC, Mr. Pisano held various roles in Compliance over 7 years with New York Life Insurance Company and began his career in the Branch Examination team where he conducted mock regulatory focus exams, earning his series 7, 24, and 66 licenses. In 2017 he successfully completed the Center for Fiduciary Studies Program to earn the Accredited Investment Fiduciary designation.

Mr. Pisano holds a B.A. with honors from York College of Pennsylvania and an MBA in Financial Management from Pace University’s Lubin School of Business. He received his J.D., magna cum laude, from Seton Hall University School of Law. Upon graduation, Mr. Pisano was inducted into The Order of The Coif, an honor society for law school graduates who finish in the top ten percent of their class. Mr. Pisano is licensed to practice law in the State of New Jersey.

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Cybersecurity Tips & Best Practices For Our Modern Age

Cristina Puleo

Cristina Puleo

Vice President

Ms. Puleo joined Simon Quick (formerly William E. Simon and Sons) in June of 2015 as a senior tax accountant. She has extensive experience providing various tax and accounting services, specializing in high-net-worth individuals. She is responsible for the tax preparation, compliance, and planning of individuals and their gift tax returns, corporations, partnerships, trusts and private foundations. Additionally, she provides payroll services, small business support, and preparation of financial statements for her clients. In addition to her role as the senior tax accountant, Cristina is also involved in the Employee Experience Committee which aims to continuously improve the experience employees of the firm have at Simon Quick.

Prior to joining Simon Quick, Cristina spent seven years as a senior tax accountant at a small CPA firm in New York. There, she had worked on a wide range of tax returns for high net worth individuals and their related entities.

Ms. Puleo graduated from James Madison University with a B.B.A. in Accounting. While at JMU, Ms. Puleo was actively involved in Delta Sigma Pi, a professional fraternity organized to foster the study of business in universities. In her leisure time, Cristina enjoys spending time with her family and friends.

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December 2019 Employee Spotlight

Leslie C. Quick III

Founding Partner

Leslie C. Quick III

Founding Partner

Mr. Quick founded Simon Quick in 2004. He began his career in 1975 as the fourth employee of Quick and Reilly Inc., the first New York Stock Exchange (NYSE) member to offer discount stock brokerage to the investing public. During his 28 years with the firm, he served in many capacities. He was a key member of the management team that built the branch network, started and grew a major clearing firm, acquired and ran a major NASDAQ market making firm, made many acquisitions of NYSE specialist firms and built one of the industry’s first electronic internet trading platforms. Mr. Quick was the company liaison for Quick and Reilly in 1983 when it offered stock to the public and became listed on the NYSE. Mr. Quick completed his tenure as Chairman of Fleet Securities, Inc. in 2003 after Fleet Bank had acquired Quick and Reilly Group, Inc. in 1998. Mr. Quick also sits on the Simon Quick Investment Committee.

Mr. Quick has served on many industry boards and committees, including the NYSE Hearing Board, the Board of Governors of the Chicago Stock Exchange, the Board of Directors of the Securities Industry Association and District Committee #10 of the NASD. Currently, Mr. Quick is Chairman of the board for Big Brothers Big Sisters of Hudson, Essex & Union Counties, he also serves on the boards of the Bishop's Finance Council for the Diocese of Metuchen and the Finance Council for Our Lady of Perpetual Help. He serves on the Investment Committees for the Diocese of Metuchen, St. Mary's Abbey/Delbarton, and the Franciscan Friars of the Holy Name Province. He also served as the Chairman of the Campaign for the Heart at Morristown Memorial Hospital and is a Trustee for the Foundation for Morristown Medical Center. Mr. Quick sits on the Order Friar Minors Finance Committee in Rome, Italy and St. Patrick's Cathedral in New York City. He served on the Board of Trustees for St. Bonaventure University for 25 years and was named a Trustee Emeritus in 2015.

Mr. Quick earned a BBA in Finance from St. Bonaventure University, which awarded him an honorary doctorate degree. He is a recipient of the Ellis Island Medal of Honor and the Flame of Charity's Man of the Year award.

Les Quick and his wife Eileen reside in Bernardsville, New Jersey. They have four grown children.

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Jessica Reale

Jessica Reale

Client Service Associate

Ms. Reale joined Simon Quick in December of 2022 and currently serves as a Client Service Associate. Her primary responsibilities include assisting the Client Advisory team with client onboardings, execution of documents, helping with client requests, and processing money movements.

Prior to joining Simon Quick, Ms. Reale worked for a financial planning firm as a Client Associate. She supported two financial advisors and serviced over 300 clients. In her previous role, she gathered client information, helped with account openings, executed money movements, and responded to all client requests. In this position, she gained valuable experience in the financial planning field by serving clients and assisting other financial advisors while upholding the fiduciary standard.

Ms. Reale graduated with a BBA in International Business and Finance from Stetson University. Here she also had the opportunity to study abroad in Madrid, Spain. Ms. Reale then went on to receive a Master of Science in Global Finance at Fordham University. While in college, Ms. Reale spent time at different Boys & Girls Clubs of America where she helped encourage a positive reading experience to children and accommodate their academic needs. Ms. Reale helped raise money for children that are unable to read and provided them with the resources to learn. In her spare time, she enjoys spending time with her dog and family, traveling and being outdoors.

Lori Salerno

Director / Client Advisor

Lori Salerno

Vice President

Ms. Salerno joined Simon Quick in 2022 as a Client Service Associate. Her primary responsibilities include client onboarding, assisting with client requests, managing documents and subscription agreements, tracking transactions and account-related administrative duties.

Ms. Salerno started her career in the securities industry in 1996 at Gibraltar Securities (now RBC Wealth Management) where she became a Senior Client Associate. There she gained experience serving clients, maintaining documents, troubleshooting account issues, and developing the overall client relationship. She left RBC in 2008 to start Red Hook Management LLC as the VP of Client Relations. In this role Lori provided a high level of client service and demonstrated problem-solving skills as she addressed all account related activities for clients. Lori also reviewed the daily transactions in client accounts, reconciled trades, assisted on compliance matters, and managed QuickBooks for the firm.

Ms. Salerno graduated from Ramapo College of New Jersey in 1995 with a B.A. in Fine Arts. While studying at Ramapo College, Lori was also a tutor for fellow students in the Division of Basic Studies-Academic Skills Center. Lori was Vice President of her sorority, Theta Phi Alpha and is a founding sister of her sorority chapter, Beta Sigma, on the Ramapo College campus. She remains involved with her alma mater and enjoys spending her free time in Cape May, NJ, traveling, baking, exercising, and spending time with family and friends.

Marija Sarac

Director

Marija Sarac

Director

Marija Sarac joined Simon Quick in October 2024 as the Director of Investments, responsible for overseeing market analysis, manager sourcing, and portfolio management. She brings a wealth of experience in direct investments and capital allocation across both public and private markets for large institutions and family offices.

Prior to joining Simon Quick, Ms. Sarac operated a consulting business specializing in alternative investment strategies. Before that, she worked at Qatar Investment Authority (QIA), managing a multi-billion-dollar global portfolio of public and private investments, including hedge funds, private equity, and co-investments. Prior to QIA, she managed hedge funds and private markets portfolios at ICG Capital Group, a large single-family office.

Earlier in her career Ms. Sarac worked as a long/short analyst and strategist at Soros Fund Management and began her career as an equity associate at Grove Creek Asset Management and Estabrook Capital Management.

Ms. Sarac holds an MBA from Dartmouth’s Tuck School of Business and a BA from Reed College in International and Comparative Policy Studies.

Anthony Santoro, Esq.

Anthony Santoro, Esq.

Director / Client Advisor

Mr. Santoro joined Simon Quick in 2022 and currently serves as a Client Advisor. His expertise includes tax, executive compensation, estate planning and wealth transfer. Prior to Simon Quick, Anthony worked as an attorney, where he concentrated his practice on trust and estate planning and administration, representing owners of closely held businesses and principals of private equity funds. At Simon Quick, Anthony provides clients with holistic oversight and counseling at the intersection of law and finance. Mr. Santoro also sits on the Financial Planning Committee which is responsible for identifying financial planning opportunities and disseminating guidance to advisors at the firm.

Mr. Santoro began his financial services career with Ayco, a Goldman Sachs financial planning focused firm. At Ayco, he supported the growing needs of high-net-worth individuals and their family offices. From there, he served as the Director of Financial Planning for an Upstate NY fee-based planning firm with more than $600M of assets under management. Most recently Anthony served as an Attorney in a Trust and Estates Law Firm and as a Partner and Family Office Director with their affiliated RIA.

Anthony graduated with a BS from SUNY Albany and his Juris Doctorate from Albany Law School. He is a member of the New York State Bar Association and Financial Planning Association of Northeastern New York. Anthony is a volunteer with the Flora E. Kippins Foundation and enjoys hiking and skiing with his wife and two daughters.

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Alyssa Satriano

Vice President / Client Advisor

Alyssa Satriano

Associate

Ms. Satriano joined Simon Quick in June 2024 as a Senior Accountant on the Family Office team. She is responsible for month-end close processes and preparing financial statements, account reconciliations, cash projections, and accounts payable/receivable for family office clients.

Prior to joining Simon Quick, Ms. Satriano worked at Crum & Forster as an Accountant and a Senior Internal Auditor where she prepared journal entries and account reconciliations and maintained SOX documentation and test work. Ms. Satriano then joined Goldman Sachs as a Compensation Accounting Associate where she calculated monthly accruals, prepared budgets and projections, and prepared various ad hoc analyses and reports for employee share-based awards, salaries, bonuses, and more.

Ms. Satriano graduated from Monmouth University with a B.S. in Business Administration, in Accounting with a minor in Information Technology. She continued her education at Seton Hall University, where she obtained her Master of Business Administration with a concentration in Information Technology Management. In her free time, she enjoys traveling, working out, reading, and spending time with family and friends.

Kylee Scioscia

Director / Principal

Kylee Scioscia

Director / Principal

Ms. Scioscia joined the Simon Quick team in December 2011. Kylee is a member of the Operations Team and primarily oversees client performance reporting and daily process management. She is currently a member of the Employee Experience Committee and Co-Chair of the Orion Committee.

Prior to joining Simon Quick, Kylee spent seven years in the golf industry at Somerset Hills Country Club and Trump National where she served as the golf professional shops’ manager and merchandiser.

Kylee has received her certification for Fundamentals of Alternatives through the CAIA Association. Additionally, she has received her Lean Six Sigma White Belt and is currently working towards a Green Belt. Kylee enjoys spending time with her husband, Joe, and her three sons, Joseph Jr., Lachlan, and Cole. In her leisure time, she enjoys hiking, playing tennis, golf, and reading.

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March 2019 Employee Spotlight: Kylee Scioscia

J. Peter Simon

Founding Partner

J. Peter Simon

Founding Partner

Mr. Peter Simon became a Partner at Simon Quick in 2017. Prior to that, Peter Simon co-founded William E. Simon & Sons, LLC along with his late father, former Treasury Secretary William E. Simon, and his brother, William E. Simon, Jr., in 1988. The firm merged with what is now Simon Quick Advisors. Peter also sits on Simon Quick's Investment Committee and DEI Committee which aims to foster an environment of inclusion and promote diversity in the workplace.

Peter Simon was previously employed by Kidder Peabody in New York City from 1975 – 1988. There, he rose to Managing Director in the Convertible Securities Department. During his time at Kidder Peabody, he was part of the Institutional Equity Trading Department. The department established itself as a leading underwriter and market maker in convertible securities. It also developed one of the first research products focused on convertible securities. Peter Simon earned a B.A. in Psychology from Lafayette College and attended NYU’s Graduate School of Business.

Currently, Mr. Simon is an emeritus member of the Board of Trustees at Lafayette College. At the University of Rochester, he is an emeritus member of the Executive Advisory Committee at The William E. Simon School of Business. He is a former member of the Board of Trustees of the Arnold and Mabel Beckman Foundation. At present, he is a member of the Board of Trustees of the Richard Nixon Foundation, the Foundation for Morristown Medical Center, the New Vernon Cemetery Association Board of Trustees, the NJ Hall of Fame Board, the Sathya Trust Board, and is a provisional member of the Charles Hayden Foundation. Throughout his Board experience, he held the Investment Committee Chair position for each of the Boards he served. Peter also serves as a Lector at Christ the King Church in New Vernon.

Past philanthropic commitments include an appointed member of the New Jersey State Board of Education, the Alliance for School Choice Board of Trustees, the Gladney Center Board of Trustees, the National Council for Adoption Board of Trustees, and the Peck School Board of Trustees. He was also a past member of the Covenant House New Jersey Board of Directors.

Peter Simon and his wife Janet reside in Morristown, New Jersey. They have four grown children.

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William E. Simon Jr.

Partner Emeritus

William E. Simon Jr.

Partner Emeritus

William E. Simon, Jr. is Partner Emeritus of Simon Quick Advisors after the successful merger in 2017 of his family office, William E. Simon & Sons, LLC (WESS), forming a nationally recognized wealth management firm that caters to high net worth families and individuals. Bill and his siblings remain clients and significant supporters of Simon Quick Advisors.

Previously, Mr. Simon was the co-chairman of WESS which he co-founded in 1988 with his brother and father, former United States Treasury Secretary, William E. Simon, Sr. Together they built a diverse and significant investment portfolio with holdings in real estate, private equity, and fixed-income securities.

Mr. Simon co-founded a successful municipal bond company in 1990, stemming in part from his previous experience holding senior positions on the municipal securities and foreign exchange desk for Morgan Guaranty Trust Company. Earlier in his career, from 1985 to 1988, Mr. Simon worked in the Southern District of New York as Assistant United States Attorney under then United States Attorney, Rudolph Giuliani.

A 1982 Boston College Law School graduate, Mr. Simon earned his bachelor’s degree at Williams College where he serves today as a Lifetime Emeritus Trustee.

He currently serves as Co-Chairman of the William E. Simon Foundation and the Cynthia L. and William E. Simon, Jr. Foundation. Through these foundations, Mr. Simon helps needy youngsters in urban areas through faith-based efforts. He and his wife, Cindy, established the Sound Body Sound Mind Foundation, providing state-of-the-art athletic equipment, curriculum, and training for Los Angeles area middle and high schools. The program now impacts more than one hundred thousand students per year.

In addition, Mr. Simon serves as Founder and Chairman of the Board for Parish Catalyst as well as the Ronald Reagan UCLA Medical Center Board of Advisors. He is a Trustee on the Boards of St. John's Health Center Foundation in Los Angeles and is also a member on the Board of Directors at Douglas Emmett and Co. and a current member of the Knights of the Sovereign Military Order of Malta and Knight Commander of the Order of St. Gregory.

Mr. Simon is an Assistant Adjunct Professor at both the UCLA School of Law, as well as the Undergraduate Department of Economics in the UCLA College of Letters and Sciences, and is Co-Founder of the Benjamin Graham Value Investing Program. In 2014, the Gabelli Funds named Mr. Simon as the co-recipient of its Graham & Dodd, Murray, Greenwald Prize for Value Investing. In March of 2014, Mr. Simon was honored by the Pacific Research Institute with the Baroness Thatcher Liberty Award, and he has been the recipient of a number of honorary degrees.

Mr. Simon was the 2002 Republican Gubernatorial nominee in California where he came within five-points of unseating Gray Davis, despite being outspent three to one. In addition, Mr. Simon also served as Chairman of California and Director of Policy and Speech Writing for the Rudy Giuliani 2008 Presidential Campaign Committee.

Erin Slocum, CFP®

Erin Slocum CFP^®

Vice President / Client Advisor

Erin joined Simon Quick in 2022 as a Client Advisor. She works directly with high-net-worth individuals and families providing investment advice and financial planning services to help them achieve their financial goals.

Prior to joining Simon Quick, Erin worked at BNY Mellon Wealth Management where she where she provided financial planning and investment management services to high-net-worth individuals and families in the US and abroad.

Erin graduated from The George Washington University in 2008 with a BS in Economics. She earned her certification in financial planning at NYU School of Professional Studies and became a CERTIFIED FINANCIAL PLANNER™ in 2017. She serves on the board of the Financial Planning Association of Metro New York chapter where she is currently president and is involved in the membership and pro bono committees. Outside of work, Erin enjoys skiing, cooking, traveling, and spending time with family and friends.

Glenda Smithson-Rich

Administrative Assistant

Glenda Smithson-Rich

Administrative Assistant

Ms. Smithson-Rich joined Simon Quick in January of 2023 as an Administrative Assistant, reporting directly to the Director of Legal and Family Office Services. Her primary responsibilities include all aspects of administrative support including digital file maintenance, proofreading, calendar management, notarizing forms, light drafting of template form letters or other documents related to financial transactions and estate planning.

Ms. Smithson-Rich brings with her over 16 years of administrative support and paralegal experience with a specialty in Trusts and Estates. Prior to joining Simon Quick, Ms. Smithson-Rich was a paralegal at Tarter, Krinsky and Drogin in their Manhattan office. Previously, she worked at the law offices of Thomasina Thornton where she served as a paralegal for 3 years providing administrative support and assisting in the preparation of estate planning documents.

Glenda lives in Montclair, NJ and has a grown son whom she is extremely proud of. She volunteers with the Literacy Volunteers of America. She participates every October in the Walk to End Alzheimer’s event in Washington, DC. She is also the Women’s Division district leader in her Buddhist organization. She loves to sing, read, and spend time with friends and family.

Adam Steck, FPQP®

Senior Client Service Associate

Adam Steck, FPQP®

Senior Client Service Associate

Mr. Steck joined Simon Quick in November 2020 and currently serves as a Senior Client Service Associate. His primary responsibilities include overseeing client onboardings, executing investment documents, and managing the intricacies of money movements. Serving as a key point of contact, Adam provides clients with personalized attention, addresses client inquiries, and executes complex transactions while ensuring compliance with regulatory requirements and internal policies. As a Senior Client Service Associate, Adam takes on responsibilities aligned with the organization’s goals and values, often working with custodians, investment managers, and other groups to streamline and consolidate processes to deliver the best possible client experience.

Mr. Steck sits on Simon Quick’s Hiring Committee which is committed to finding talented candidates, who align with Simon Quick’s culture, for open roles at the firm. Prior to joining Simon Quick, Adam served as a 401(k) Specialist at JFL Total Wealth Management. While working there, he gained invaluable experience working with business owners and executive board members. His primary responsibilities included helping run their corporate retirement plans efficiently, maximizing the value of the plan to the entire company, and working with administrators to meet important deadlines.

Mr. Steck graduated Cum Laude from Ramapo College of New Jersey in 2017 with a B.A. in Business Administration and a concentration in Finance. While at Ramapo, Adam was an active member of the Student Government Association, Allocations Committee, and the Advisory Council to the Dean of the Anisfield School of Business. Adam also held the leadership position of Vice President in his fraternity, Kappa Sigma. Adam enjoys spending his free time watching Liverpool, golfing, skiing, playing soccer, and participating in fitness events.

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November 2020 Employee Spotlight: Adam Steck

Vanessa Sullivan, FPQP®

Director / Head of Client Service / Principal

Vanessa Sullivan, FPQP®

Director / Head of Client Service / Principal

Vanessa Sullivan joined Simon Quick in 2015 as Simon Quick’s inaugural Client Service Associate. Today she is a Director and Head of Client Services, leveraging her exceptional leadership skills to manage a best-in-class team. Vanessa oversees all facets of the firm's Client Service team, ensuring the delivery of high-touch client service. Collaborating closely with other departments, she spearheads initiatives to enhance efficiency and implement innovative processes and technologies to elevate the client experience.

Vanessa is instrumental in driving the firm's growth initiatives while maintaining a steadfast commitment to exceptional service and client satisfaction. As a member of the Client Advisor Leadership Team, she advocates for employees, provides guidance, and fosters a positive work environment for personal and professional growth, all while upholding the firm's Core Values. Through effective management and leadership, Vanessa prioritizes client service excellence, refines processes, and fosters collaboration to nurture enduring client and employee relationships. Vanessa is passionate about inspiring and leading the team in alignment with the firm’s mission and values.

Ms. Sullivan holds a B.A. in Psychology from Southern Connecticut State University and is a Financial Paraplanner Qualified Professional™. Outside of work, she is a published author, sports fanatic, and avid traveler.

Call: 973-525-1004
Email: vsullivan@simonquickadvisors.com

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Adam Talmadge, FPQP®, SE-AWMA™

Client Advisory Analyst

Adam Talmadge, FPQP®, SE-AWMA™

Client Advisory Analyst

Mr. Talmadge joined Simon Quick in December of 2019. Adam is an Analyst on the Client Advisory Team. He is responsible for supporting Partners and Client Advisors with financial planning for clients, implementing investment plans, and coordinating client communications. He is also a member of the Employee Experience Committee, which aims to continuously improve the experience of employees at Simon Quick.

Prior to joining full-time, Mr. Talmadge interned for Simon Quick during the summer of 2017. After graduating, Adam became a Client Service Associate where he supported the Client Advisory team with client onboardings, execution of documents, client requests, and processing money movements.

Adam graduated with a BAA and MBA from St. Bonaventure University. At St. Bonaventure, Adam held several management positions for the university’s student investment club (SIMM), where he oversaw a portfolio of over $400,000. Mr. Talmadge was also a student leader in Enactus, a non-profit organization that holds an annual service trip to Freeport, Bahamas. Adam became a Financial Paraplanner Qualified Professional^SM in 2018 and a Sports & Entertainment Accredited Wealth Management Advisor^SM in 2023. He enjoys playing volleyball and hockey in his spare time. Adam is also an avid Buffalo Bills and St. Bonaventure Basketball fan.

Phone: 973-525-1005
Email: atalmadge@simonquickadvisors.com

Chris Thomas

Managing Director

Chris Thomas

Managing Director

Mr. Thomas is a Managing Director of Simon Quick, and is involved in the Firm’s new business development efforts. Mr. Thomas joined Simon Quick in 2015. Prior to joining Simon Quick, Mr. Thomas was Senior Managing Director at Forefront Capital, a boutique investment advisory firm focused on creating alternative investment and specialized credit products for high net worth and family office investors. Prior to Forefront, he ran the client development effort at HB Global, a macro hedge fund. Before HB, Mr. Thomas was a Senior Vice President in Lehman Brothers’ Absolute Return Strategies Group, where he was initially responsible for Private Investment Management and Platform Distribution. He later headed all of Lehman’s alternative product sales in the United States. Prior to Lehman, he was at Banc of America Securities, where he ran the Alternative Investments area within BAS’s Private Client Group, and later managed Bank of America’s alternative products distribution business for the Eastern US. Mr. Thomas also sat on the Bank’s Hedge Fund Investment Committee. Before BofA, Mr. Thomas was at Merrill Lynch, where he held various roles in Middle Market Fixed Income Sales and in Merrill’s Alternative Investments Group.

Mr. Thomas began his financial industry career as an analyst in Chemical Bank’s Strategic Planning Group. He graduated from New York University in 1984 with a BA in Political Science and Departmental Honors, and then after Chemical Bank went on to Columbia University’s School of International Affairs where he earned an MIA in International Banking and Finance. Mr. Thomas is a faculty member at the New York Institute of Finance, where he teaches courses in Hedge Funds, Alternative Investments, Portfolio Management and Capital Markets. Mr. Thomas is also a Board Member and President of the Hellenic American Bankers Association.

Tom Trynin

Partner / Client Advisor

Tom Trynin

Partner / Client Advisor

Mr. Trynin became a Partner at Simon Quick in 2022 when his firm Red Hook Management merged with Simon Quick. He works directly with high-net-worth individuals and families providing investment advice and financial planning services to help them achieve their financial goals. Tom coordinates with his clients’ accountants and attorneys to execute on tax planning and generational wealth transfer strategies.

Mr. Trynin brings with him nearly 40 years of investment experience. He began his career at Morgan Stanley as a Bond Trader. In 1996 he became the President and Chief Executive Officer of PageNet Brasil Ltd. where he ran the company’s first international operation. In 2000, Tom shifted the focus of his career to consulting and real estate investment management, holding positions at Exim Partners Consulting, Millennium Partners, and Alliance Acquisitions. In 2012 Tom joined his longtime friend Bill Conger to help build out Red Hook Management, an independent investment advisory firm serving high net worth individuals for the next 10 years.

Mr. Trynin graduated from Yale University with a BA in Economics and Political Science and went on to earn an MBA from The Wharton School in Entrepreneurial Management and is a Series 65 license holder. Tom is actively engaged in fundraising for his alma maters and enjoys staying in touch with both alumni communities. Mr. Trynin has served as the Co-Chair of Project Morry’s Annual Gala for the past three years. Tom lives in Westfield, NJ with his wife Robin their daughter Sadie and their dog, Wiggle. In his free time, he enjoys staying fit, living a healthy lifestyle and is an avid golfer.

Grace Urbano

Client Services Associate

Grace Urbano

Client Services Associate

Ms. Urbano joined Simon Quick in May 2022 and is a Client Service Associate at Simon Quick. In this capacity, she assists with client onboardings, account openings, financial transactions, and client inquiries.

Grace joined Simon Quick full-time in July 2023 through the Analyst Training Program, gaining an understanding of the organization’s functions and departments. Prior to this, she interned with the firm in the summer of 2022, learning about financial planning and investments. She returned in the fall of 2022 interning in the Operations department and gaining experience in reporting technology.

Ms. Urbano graduated from Providence College with a Bachelor of Science in Business Management and a Bachelor of Arts in Sociology. At Providence College, Ms. Urbano was a part of the Women in Business Club and studied abroad in Barcelona, Spain. In her free time, Ms. Urbano enjoys spending time with friends, traveling, cooking, and is an avid New York Rangers fan.

Anders Velischek, CFP®

Vice President / Client Advisor / Principal

Anders Velischek, CFP^®

Vice President / Client Advisor / Principal

Mr. Velischek joined Simon Quick in July of 2016. As a Vice President on the client advisory team, he provides financial planning advice for high-net-worth individuals and families. Additionally, Mr. Velischek works with a number of endowments and foundations, guiding them on investment policy decisions and investment implementation. Prior to joining the Client Advisory team Mr. Velischek spent six months in the Simon Quick Analyst Training Program.

Mr. Velischek graduated from Bucknell University with a B.S.B.A in Accounting and Financial Management. At Bucknell, he was a computer technician, a Residential Adviser, a Peer Adviser of the Chi Phi Fraternity, and a teaching assistant for Management 101. Mr. Velischek was also an analyst in Bucknell’s Student Managed Investment Fund where he actively managed over $1.5 million of the university endowment. Mr. Velischek completed the Financial Planning Certificate Program at Fairleigh Dickinson University in September 2019 and became a CERTIFIED FINANCIAL PLANNER™ practitioner in December 2019.

Call: 973-525-1003
Email: avelischek@simonquickadvisors.com

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Daniel Weitz, CFP®, CFA

Vice President / Client Advisor / Principal

Daniel Weitz, CFP®, CFA

Managing Director / Client Advisor / Principal

Mr. Weitz joined Simon Quick in 2011 and became a Principal in 2019. As a Managing Director and Client Advisor, his focus is on providing holistic investment and financial planning advice to high-net-worth individuals & families. Mr. Weitz currently sits on the firm’s Investment Committee and is a member of the firm’s Client Advisor Leadership Team.
Prior to joining Simon Quick, Mr. Weitz worked as a Portfolio Analyst at RegentAtlantic Capital where he was responsible for the daily monitoring and rebalancing of over 250 client portfolios. He was also a member of the firm’s Investment Committee and Risk Management Subcommittee.
Mr. Weitz holds a B.S. in Psychology from the University of Maryland and an MBA in Finance from Rutgers Business School. He became a CERTIFIED FINANCIAL PLANNER® practitioner in 2013 and a CFA charterholder in 2013. In his leisure time, Mr. Weitz enjoys playing golf and traveling.

Call: 973-525-1017
Email: dweitz@simonquickadvisors.com

Read Blog Posts by Dan:

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Till Death Do Us Part: Preparing for State Estate Tax

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Case Study: How Simon Quick Helped Owners Decide to Sell a Family Business

Garrett Wells, CFP®

Garrett Wells, CFP®

Vice President / Client Advisor / Principal

Mr. Wells joined Simon Quick in December of 2017. He is currently a vice president on the client advisory team. He is responsible for supporting the Partners and Client Advisors in assisting with financial planning for clients, implementing investment plans, preparing investment performance reports, and coordinating client communications. Mr. Wells is a member of the Hiring Committee, where he helps to identify and interview new talent for the firm. Garrett completed the Financial Planning Certificate Program at Fairleigh Dickinson University and became a CERTIFIED FINANCIAL PLANNER™ practitioner in October 2020.

Prior to joining the firm, Garrett worked as a consultant for First Derivatives focusing on Regulatory Reform for investment banks. There he gained experience in the implementation of financial regulation across the front, middle, and back offices of large banks.

Garrett graduated with High Honors from the Stevens Institute of Technology in May of 2017 with a B.S. in Business and Technology, concentrating in Finance and Information Systems. While at Stevens, Garrett was a member of the varsity baseball team and he currently is a volunteer assistant coach. Mr. Wells is originally from Manhattan Beach, California.

Call: 973-525-1032
Email: gwells@simonquickadvisors.com

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Kristin Wolf

Analyst, Analyst Training Program

Kristin Wolf

Analyst, Analyst Training Program

Ms. Wolf joined Simon Quick in July 2024 and is currently an Analyst in the Analyst Training Program, gaining an understanding of the organization’s functions and departments.

In the summer of 2023, she interned at Simon Quick, where she learned about investment research processes and financial planning. Kristin also assisted the Client Service team to prepare portfolio analytics and presentation materials for client and prospect meetings and attended client calls to discuss market outlook and portfolio performance.

Kristin graduated from the University of Delaware with a Bachelor of Science in Finance in May 2024. While at the University of Delaware, she was a member of the Division 1 Women’s Soccer team and received CAA All-Academic honors. Kristin also served as an elected member of the Student Athlete Advisory Committee for three years. Additionally, she studied abroad in Florence, Italy, during the Winter session of her senior year. In Kristin’s free time, she enjoys traveling, cooking, spending time with friends and family, and staying active by playing soccer and running.

Wayne Yi, CFA

Partner / Chief Investment Officer

Wayne Yi, CFA

Partner / Chief Investment Officer

Wayne Yi is the Chief Investment Officer and a member of the Simon Quick Investment Committee and Executive Committee. In addition, Mr. Yi is also a member of the firm’s DEI Committee which aims to foster an environment of inclusion and promote diversity in the workplace. In his role as CIO, he drives the firm’s market outlook, allocation strategy, and investment implementation processes for client portfolios. He works with the Investments team to prioritize opportunities and oversees market research and manager diligence across traditional equity and fixed income strategies as well as alternatives, including hedge funds and private equity allocations.

Prior to joining the firm, Wayne was a Co-Portfolio Manager and member of the Investment Committee for SAIL Advisors, a hedge fund investment firm headquartered in Hong Kong. He also served as the Senior Analyst for their Credit and Event-Driven strategies. Prior to SAIL, Wayne was the Sector Head for Credit and Event-Driven strategies at Robeco-Sage, a hedge fund investment firm based in New York. Wayne started his career in investing at Delaware Investments as a Research Analyst for high yield and investment grade bonds across various industries. He then joined Goldman Sachs’ Investment Research department where he was the Senior Analyst covering high yield bonds in the Technology sector.

Mr. Yi is a CFA charterholder and a graduate of the University of Pennsylvania where he received a B.A. in both Economics and International Relations.

Read Blog Posts by Wayne:

Breanna Zink