Adam Steck, FPQP®

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.