A Dedicated Team. A Wealth of Possibilities.

With Simon Quick Advisors, you gain the unfettered support of not one expert, but a team of specialized advisors and support staff. Our collective knowledge, hands-on approach, and exclusive access to sophisticated strategies ensure your wealth is managed with precision, care, and foresight.

Brandon Ayala
Technology Associate
Jacqueline Balloutine
Executive Assistant
Belinda Bast
Vice President / Accounting
Tommy Beeby
Client Advisory Analyst
Joseph A. Belfatto
Managing Partner
Kristin McCamish Bell, CFA, CFP®
Director / Client Advisory / Principal
Cameron Brooks
Client Advisory Analyst
Cheryl Brown, CPA
Director / Accounting
Ryan Campanella
Senior Client Service Associate
Ryan Casey
Associate
Michael Cerenzia
Client Service Associate
Wendy Chen
Finance Associate
Maritza Chow Young
Managing Director / Client Advisory
Kiarra Coke
Client Service Associate
Bill Conger
Sr. Managing Director / Client Advisory
Kyle Cunningham
Director / Tax
Nicolette Davino, SHRM-CP
HR Generalist
Mark D. Delotto
Partner / Corporate Development Officer
Jacob Dempsey, CPA, CFP®
Client Advisory Associate
Justin Discolo
Vice President
Connor Donovan, CFP®
Vice President / Client Advisory / Principal
Natalie Fazendeiro
Senior Executive Assistant
Kyle Ferrare, CFP®
Managing Director / Client Advisory / Principal
Brannon J. Fisher, CFP®
Director / Client Advisory / Principal
Jeremy Ghaly
Accounting Associate
Thea Giardina
Executive Assistant
Andrew Haggerty, FPQP®
Client Advisory Analyst
Brian Hipwell, CFP®
Vice President / Client Advisory
Mae Hung, CPA
Director / Finance
Joseph Jedziniak, AIF®
Director / Head of Trading
Erin Keller
Receptionist
Mireille Keshishian
Marketing Associate
Edward Klein, FPQP®
Client Service Associate
Taran Krishnan
Investment Research Associate
William Lalor, CFP®, CFA
Managing Director / Client Advisory / Principal
Arty Langhaus
Sr. Managing Director / Client Advisory
Laura LaVecchia, CPA
Managing Director / Family Office Services / Principal
Zachary Levin
Client Advisory Analyst
Adelina Lifrieri
Vice President / Accounting / Principal
AJ Loughry, CFA
Vice President / Investment Research / Principal
Gilda Lovera
Accounting Associate
Charlene LuongVan
Client Service Associate
Tara Maher, FPQP®
Director / Lifestyle Management
Jack Mahoney, CFP®
Managing Director / Client Advisory / Principal
Mohsin Malik
Vice President / Finance
Jordan Maly, FPQP®
Client Advisory Associate
Lisa Manzolillo, CFP®, CDFA®
Managing Director / Client Advisory / Principal
Sydney McGrew, CFP®
Client Advisory Associate
James McGurren, CPA, CFP®
Sr. Managing Director / Client Advisory / Principal
Cameron McMillian
Client Advisory Analyst
Amanda McNamara
Senior Client Service Associate
Larissa A. Mehlfelder, CFP®, BFA™
Managing Director / Client Advisory / Principal
Christopher B. Moore, CFP®
Managing Partner
Jenna Morr, CFA
Managing Director / Head of People & Operations / Principal
Thomas Morr, CFP®
Managing Partner
Jessica Nardin, FPQP®
Senior Client Service Associate
Darcy O’Brien
Managing Director / Chief Marketing Officer / Principal
Michael T. Oliveri
Sr. Managing Director / Chief Financial Officer / Principal
Joe Petrone
Director / Technology
Steve Pisano, Esq., AIF®
Managing Director / Chief Compliance Officer / Principal
Cristina Puleo
Vice President / Tax
Leslie C. Quick III
Founding Partner
Henry Rauch
Senior Vice President
Jessica Reale, FPQP®
Client Service Associate
Lori Salerno
Vice President / Client Service
Anthony Santoro, Esq.
Managing Director / Client Advisory / Principal
Marija Sarac
Director / Investments
Alyssa Satriano, CPA
Accounting Associate
Kylee Scioscia
Director / Head of Reporting / Principal
J. Peter Simon
Founding Partner
William E. Simon Jr.
Partner Emeritus
Erin Slocum CFP®
Vice President / Client Advisory
Glenda Smithson-Rich
Administrative Assistant / Family Office
Adam Steck, FPQP®
Senior Client Service Associate
Vanessa Sullivan, FPQP®
Director / Head of Client Service / Principal
Adam Talmadge, FPQP®, SE-AWMA™
Client Advisory Associate
Tom Trynin
Partner / Client Advisory
Anders Velischek, CFP®
Vice President / Client Advisory / Principal
Daniel Weitz, CFP®, CFA
Managing Director / Client Advisory / Principal
Garrett Wells, CFP®
Vice President / Client Advisory / Principal
Kristin Wolf
Client Advisory Analyst
Wayne Yi, CFA
Partner / Chief Investment Officer
Breanna Zink
Client Service Associate
Team Members not found!

Our Locations

Morristown, NJ
360 Mt. Kemble Avenue
Morristown, NJ 07960
  • 973.525.1000
New York, NY
1270 Avenue of the Americas, Suite 420
New York, NY 10020
  • 973.525.1000
Garden City, NY
1225 Franklin Ave, Suite 325
Garden City, NY 11530
  • 973.525.1000
Palm Beach, FL
400 Royal Palm Way, Suite 200
Palm Beach, FL 33480
  • 973.525.1000
Denver, CO
250 Fillmore Street, Suite 150
Denver, CO 80206
  • 973.525.1000
Chattanooga, TN
832 Georgia Avenue, Suite 430
Chattanooga, TN 37402
  • 423.541.3092

One Conversation Can Change Your Life

    Required fields*
    By clicking submit, you agree to our privacy policy and disclaimer.

    The Trust We’ve Earned

    “When I started looking for a financial advisor I was already working with an investment broker, an accountant, and a trust and estates attorney, but no one was looking at my entire financial picture holistically. The Simon Quick team had the knowledge, experience, and the technology to help me view everything in one place. Today I can focus my energy on growing my business, knowing that the team at Simon Quick is monitoring my personal assets.”

    ~Joe S. CEO of a private company

    “When you are part of a dual-working couple, have kids, and stimulating careers, the thing that falls apart is the organization of it all. Working with the Simon Quick team has made us so much more proactive because we don’t have to find the time to research mortgage rates or find an attorney – the team takes care of it. They’ve created cost saving advantages and efficiency for two busy people who don’t have time to navigate the details.”

    ~Katie P. CIO of a Family Office

    “When I sold my company I recognized that I needed more expert advice than my current advisor could provide. Since I began working with Simon Quick I’ve felt more secure, and have had fewer worries. I like the team approach, if my advisor isn’t available someone else on the team gets back to me very quickly.”

    ~Jim T. President of a Private Company

    Please Note: Limitations. The above testimonial is from an actual Simon Quick client. No compensation was paid or offered by Simon Quick to the client. Keeping in mind that no two clients’ situations or experiences are exactly alike, the above should not be construed as an endorsement of Simon Quick by any of its other past or current clients, nor any assurance that Simon Quick may be able to help any client achieve the same satisfactory results or experience. To the contrary, there can be no assurance that a client or prospective client will experience a certain level of results or satisfaction if Simon Quick is engaged, or continues to be engaged, to provide investment advisory services

    Skip to content