Ms. Balloutine joined Simon Quick in 2018, bringing with her over 25 years of experience in office management and executive assistance in corporate, nonprofit, and financial services industries. As the executive assistant to several of the firm’s managing partners, Jackie is responsible for a full range of executive support services.
Ms. Balloutine began her career as a project manager at Sprint Corporate, responsible for the installation and upgrading of cell sites throughout the Northeast. She also served as the executive assistant to the former CEO/President of UBS PaineWebber and Chairman of the Homeland Security Advisory Council, appointed by President Bush. Jackie also served as the office administrator to one of New Jersey’s most successful 4 star restaurants, organizing all media for major television, cable, print and radio, including appearances with Jet Set Sports at four Olympic Games.
Jackie graduated Magna cum Laude, with a degree from Montclair State University in Speech Communications and minor in Pre-Law. Outside of work, Jackie enjoys working out, is an avid reader and podcast devotee, and enjoys volunteering with organizations like The Community Soup Kitchen of Morristown and NJ Heartworks. She is devoted to spending time with and raising her two very funny sons and loves time with family and friends.
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.
Mr. Belfatto is a Managing Partner of Simon Quick and is responsible for client relationship management, marketing and new business development. He is a member of the firm’s Management Committee and also serves as the Senior Relationship Manager on a number of individual, endowment and foundation client accounts.
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 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. He later became the Global Head of Equities, based in London and New York, and was responsible for restructuring this business, integrating cash and derivatives and developing a risk management platform. In 2006 he assumed responsibility for the 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 also a member of HSBC's Investment Committee for the North American Retirement Income Plan from 2006-2007. In 2007, he established the Executive Client Coverage Group to leverage the bank’s capabilities with key clients across commercial and investment banking, markets and private banking. Immediately prior to joining Simon Quick, Mr. Belfatto was a Senior Executive Vice President at HSBC 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 went on to Harvard Business School, graduating with a concentration in Marketing and Finance. He is currently a member of the Seton Hall University Advisory Committee. Previously he served on the Planning Board in Summit, NJ, the Board of Trustees of the Susan G. Komen for the Cure North Jersey Affiliate, Oak Knoll School of the Holy Child and the North Jersey Affiliate of the Juvenile Diabetes Foundation.
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Director, Southeast / Client Advisor
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 the Women’s Network Initiative, 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.
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Ms. Bhura joined Simon Quick in April of 2019. As an Analyst on the Operations team, Shehtaj is responsible for assisting in the reconciliation of client investment statements, client performance report preparation, daily oversight of reporting and operations, and client billing.
Prior to joining Simon Quick, Shehtaj worked for BridgeWater Insurance & Wealth Management Inc. in Toronto, Canada. There she gained experience servicing established clients and assisting with the planning of various aspects of their wealth including investments, insurance, philanthropy, estate and next generation education.
Shehtaj attended Ryerson University in Toronto, Canada where she graduated with a B. Comm. in Finance in the Spring of 2013. While in university, Shehtaj was a Student Ambassador, a mentor for freshman students as part of the Tri-Mentoring program, and the VP of Administration for Ryerson Women in Finance. In her free time, Shehtaj enjoys spending time with her family and friends and participating in local community events.
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Ms. Botte joined Simon Quick (formerly William E. Simon & Sons, LLC) in 2006. Her primary responsibilities include providing administrative support to the Director of Family Office Services which encompasses many diversified concierge services, including maintaining all corporate and family legal documentation; trust maintenance/estate planning; preparation of investor subscription agreements/accounts; preparation of corporate board meeting materials; assisting in the preparation of various disclosure filings and addressing client needs in a timely manner. Joan has extensive experience in both the legal and financial services fields. Prior to joining William E. Simon & Sons, she worked for such companies as American Express and Cantor Fitzgerald. She has a Bachelor of Science degree in Business Management from St. Peter’s College.In her leisure time, Joan enjoys spending time with her family and friends as well as traveling.
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.
Ms. Canavan joined Simon Quick in June of 2015 and is a member of the Investment Research 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 Investment Research 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.
Ms. Cohen joined William E. Simon & Sons in January, 2002 as Executive Assistant to Bill Simon, Jr. She is responsible for providing all aspects of administrative support which include: Managing Mr. Simon’s calendar, scheduling meetings, coordinating extensive travel, and handling accounts payable/receivable. In her spare time, Ms. Cohen is an avid photographer and enjoys nature and the outdoors, attending live performances, and spending quality time with her family and her husband of 36 years.
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. 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 Banc 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.
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: 973-525-1030Email: email@example.com
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Client Service Administrator
Ms. Epstein joined Simon Quick in December 2020 and currently serves as a Client Service Administrator. Her primary responsibilities include assisting Client Advisors and Analysts with client onboardings, specific client requests, executing investment documents, and money movements for various investment managers.
Before joining the team, Ms. Epstein 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. Epstein 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. Jessica enjoys coaching softball for her high school team, skiing, and traveling in her spare time.
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, Ms. Fazendeiro is responsible for general office functions that include attendance record keeping, equipment maintenance, mail services, office supplies procurement and event planning. 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.
Managing Director / Client Advisor / Principal
Mr. Ferrare joined Simon Quick in 2011, and works directly with high net worth clients in developing and implementing their investment and financial planning goals. Mr. Ferrare also works with single family offices, endowments and foundations and regularly attends investment committee and board meetings. Prior to joining Simon Quick, Mr. Ferrare 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 with a BS in Finance. He completed the Financial Planning Certificate Program at Fairleigh Dickinson University in December 2009 and became a CERTIFIED FINANCIAL PLANNER™ practitioner in November 2010. In April 2014, Mr. Ferrare became a Chartered Alternative Investment Analyst (CAIA).
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Director / Client Advisor / Principal
Brannon joined Simon Quick in April of 2019 and helped extend the firm’s reach into the Rocky Mountain region by establishing an office in Denver. He is responsible for new business development and works closely with the New Jersey-based Client Advisory teams to provide ongoing services to our valued 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 PLANNERTM and holds degrees from Colgate University, CU-Boulder, and Dominican University of California. He remains involved with higher education by volunteering 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.
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Ms. Giardina joined Simon Quick in February of 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 Peter Simon, Ms. Giardina’s primary responsibilities include providing extensive administrative support inclusive of calendar management, scheduling, expense reporting, and a plethora of other administrative tasks.
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, and spending quality time with friends and family.
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Mae joined Simon Quick in March of 2020 as an Associate 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.
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.
Mr. Jedziniak joined Simon Quick in May of 2014 as a member of the Operations team. He is responsible for daily trading activity, custodial relationship management, cybersecurity, and compliance. He was previously an intern for Simon Quick. 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, participating in sports around his community, reading, cooking and being as handy as possible around the house.
Ms. Kotturi joined Simon Quick in June 2020 as a senior tax accountant. She is responsible for the preparation and maintenance of income and gift tax returns for high net worth individuals as well as various corporate, trust, and foundation tax returns.
Prior to joining Simon Quick, Sweeney built her experience as a generalist in tax and accounting services, having worked at CPA firms Withum and Friedman LLP. She engaged in different types of tax compliance work as well as learned to manage clients’ overall tax needs throughout the year. Sweeney also participated in training of new staff on basic accounting and tax preparation skills to help them build confidence in their new roles.
Sweeney graduated from Rutgers Business School in Newark, NJ with a B.S. in Accounting. She was a member of Rutgers Accounting Society and VITA, which provides volunteer income tax preparation services for elderly and low-income individuals.
In her free time, Sweeney enjoys entertaining and spending time with friends and family.
Analyst, Investment Research
Mr. Krishnan started with Simon Quick Advisors in February 2021, following his graduation from Johns Hopkins University. As an analyst on the Investment Research 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. Additionally, Taran participates in calls with potential and existing managers and monitors the performance of current investments as well as the general market.
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.
Beth joined Simon Quick (formerly William E. Simon & Sons) in July of 1995 as an accountant. She is responsible for preparing asset, liability, and capital account entries and documenting financial transactions. Ms. Kuhn also prepares balance sheets, profit and loss statements, and summarizes financial account statuses. Beth continuously guides clerical accounting staff by coordinating activities and answering questions as well as reconciling financial discrepancies.Ms. Kuhn has experience in accounts payable/receivable and preparing special financial reports. Beth has continually contributed to the team by answering accounting procedure, policy, and regulatory questions. Ms. Kuhn holds herself to a high degree of confidentiality throughout her dealings with financial information and places a high value on maintaining customer confidence.
In her spare time, she loves to spend time with her husband Brian and daughters Jessica and Jamie.
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 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: 973-525-1033Email: firstname.lastname@example.org
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VP of Finance
Laura joined Simon Quick in April 2021 as the Vice President of Finance. In this role, she is responsible for assisting the CFO with the oversight of the financial operations, including long-range strategic planning, budgets, audits, tax and other financial activities of the firm. She is also responsible for the oversight of the family office services, ensuring optimal client service that helps individuals and their families achieve their financial objectives by building and preserving wealth.
Prior to joining Simon Quick, Laura worked at Verizon for 5 years, holding leadership positions in various aspects of finance and strategic planning. Laura spent the first 11 years of her career working at a mid-sized public accounting firm, where she specialized in providing various tax and accounting services to closely held businesses and high-net-worth individuals.
Laura 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, Laura enjoys spending time with her family and friends, dining out, and attending country music concerts.
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 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.
Mr. Loughry joined Simon Quick in the summer of 2018 following his graduation from St. Bonaventure University. As an associate on the Investment 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.
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.
Director of Legal and Family Office Services
Ms. Tara Maher is the Director of Legal and Family Office Services at Simon Quick. Ms. Maher is responsible for transactional, compliance, and operational support, and implements and administers estate planning and wealth management strategies. She works closely with internal and external investment, outside counsel, client advisory, tax, and cash management groups to ensure that all transactions and wealth management decisions are made in a way that addresses legal, tax, estate planning and generational issues simultaneously. In addition, Ms. Maher oversees a multi-family real estate portfolio, including strategic development, staff management and budgeting.
As Director of Family Office Services, Ms. Maher also provides individual concierge services including the purchase and sale of artwork, collectibles, aircraft leases and vacation homes. She also prepares and supervises the completion of a variety of regulatory filings and financial disclosure reports. Prior to joining Simon Quick Advisors, LLC, Ms. Maher was Chief of Staff for the Legal Department at E*TRADE Financial Corporation and Senior Litigation Paralegal for O’Melveny & Myers LLP in their New York and Washington, D.C. offices.
Ms. Maher received her Bachelor of Arts degree from the University of Virginia and a professional Master Certificate in Commercial Contracts Management from Villanova University. Ms. Maher is a modern and contemporary art enthusiast, enjoys live comedy, and road trips with her rescue pup, Skippy.
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: 973-525-1044Email: email@example.com
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Mr. Malik joined Simon Quick in August of 2020. As an Analyst 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.
Mr. Maly joined Simon Quick in April 2020 and currently serves as a Client Service Administrator. His primary responsibilities include assisting Client Advisors and Analysts with specific client requests, executing investment documents for various investment managers, and reconciling investment activity across our proprietary database, various custodians, and our reporting provider.
Prior to joining Simon Quick, Jordan served as an analyst for an independent financial advisor at Summit Financial, LLC. There, while working for a West Point graduate, he sharpened his work ethic and attention to detail while gaining invaluable knowledge regarding financial markets.
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, to include 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 watching Manchester United, surfing, and reading.
Ms. Manzolillo joined Simon Quick in 2018 with over 13 years of experience in wealth management and investing. As a Client Advisor, she works with clients to identify and implement custom-tailored investment management and financial planning strategies designed to help each client achieve their unique financial goals and objectives. Ms. Manzolillo has experience working in all areas of financial planning, including retirement planning, estate planning, tax planning and risk management.
Prior to joining Simon Quick, Ms. Manzolillo worked as a financial advisor at Modera Wealth Management, Morgan Stanley and UBS Financial Services where she provided financial planning and investment management services to high net worth individuals and families. Ms. Manzolillo began her career within 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 BS in Accounting and earned an MBA with a finance concentration from Fordham University. She completed her Financial Planning Certificate Program at Pace University and became a CERTIFIED FINACIAL PLANNER™ practitioner in January 2008. In 2017, Ms. Manzolillo became a Certified Divorce Financial Analyst (CDFA).
Call: 973-525-1011Email: lManzolillo@simonquickadvisors.com
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Ms. Martinez joined Simon Quick as a Client Service Administrator in July 2019. Her primary responsibilities include assisting with client documentation, custodial tasks, assisting with client requests/issues, and communication with third party providers. Ms. Martinez originally joined the firm in August 2018 as a part-time receptionist and later on went on to participate in the Wealth Management intern program.
Prior to joining Simon Quick, Ms. Martinez interned for a pharmaceutical firm in Parsippany, New Jersey, where she both worked in Human Resources and the US Market Access Departments. There she assisted managing the lobby area and training her peers in administrative tasks. Additionally, she researched competitors pricing in certain health market segments where they had product stronghold as well as create a playbook to help understand their position and where they can grow their market share within the pharmaceutical industry in the United States.
Ms. Martinez graduated from Seton Hall University in May 2019 with a B.S. in Economics and Finance. At Seton Hall, she was an office worker for the College of Education and Human Services where she managed the reception desk, oversaw administrative tasks, assisted in event planning and coordination, and trained and oversaw a staff of her peers. Additionally, she would tutor international and English Second Language students and help to acclimate them to Seton Hall classes and campus. In her senior year at Seton Hall, Ms. Martinez worked as a research assistant for the Economics and Legal Department where she conducted comprehensive research and data collection and journal reviews for economic papers to be published. She was also a member of the Financial Women’s Association, Latino organization (Adelante), as well as an Equal Opportunity Program Scholar.
Call: 973-525-1041Email: firstname.lastname@example.org
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August 2019 Employee Spotlight
Managing Director / Client Advisor / Principal
Jim is a Managing Director and Client Advisor at Simon Quick Advisors. Simon Quick is a growing multi-family office wealth management firm and has been providing customized financial planning and investment consulting solutions for wealthy individuals and families since 2004.
As a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER® professional, Jim has a highly personalized approach to client relationships. His background includes more than 25 years of experience in public accounting, with special emphasis on tax and financial planning for the wealthy. Jim’s career has spanned the financial services industry, including disciplines such as investment management, financial planning, taxation, accounting, litigation support and corporate advisory services. This experience gives him the breadth of knowledge needed to lead a team of professionals that can provide the individuals and families we serve with world-class service.
At Simon Quick, we develop, implement, and maintain strategies that support our clients’ life goals. We have the knowledge, resources, and network of professional relationships required to provide solutions for all types of financial challenges. In all matters, we serve as fiduciaries for our clients.
Phone: (646) 668-3522Email: JMcGurren@simonquickadvisors.com
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Managing Director / Client Advisor / Principal
Ms. Mehlfelder joined Simon Quick in June 2009 with prior experience in wealth management and investing. As a Client Advisor, she works with clients in developing and implementing their financial planning objectives. She is the head of Simon Quick’s Next Gen Committee that is focused on our next generation of clients and the utilization of technology. She is also spearheading a next generation effort for the New Jersey Chapter of the Financial Planning Association. Ms. Mehlfelder is part of our Simon Quick Women’s Network and has played a key role in recruitment and managing the intern program in past years. Prior to joining Simon Quick, Ms. Mehlfelder interned in the Private Investors Operations Group of BlackRock, Inc. where she was responsible for reconciling trades, creating metrics and training fellow employees. Throughout her wealth management career at other boutique financial advisory firms, she has gained valuable experience monitoring client investments and spearheading strategic marketing efforts. Ms. Mehlfelder earned a BS degree in Finance with a minor in Mathematics from The College of New Jersey where she maintained Dean’s List status. She completed Fairleigh Dickinson University's Program for Financial Planners in 2011 and became a CERTIFIED FINANCIAL PLANNER™ practitioner in 2012. She earned her CAIA Charter in March of 2014 and is a member of the Chartered Alternative Investment Analyst Association.
2020 Five Star Wealth ManagerRankings Disclaimer
Call: 973-525-1027Email: email@example.com
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Stephanie joined Simon Quick in July 2020 and currently serves as a senior accountant. Her primary responsibilities include performing month end close, reconcile reconciling internal accounts, journal entries, and issuing financial statements in QuickBooks for investment holding entities and foundations.
Prior to joining Simon Quick, Stephanie spent three years as a staff accountant at P.A. Aquino & Co., PC, in Clifton. There, she was responsible for the maintenance of accounting records, preparation of monthly financial reports for multiple companies, and preparing annual federal and state local tax returns.
Stephanie graduated from Montclair State University in Montclair, NJ with a B.S. in Accounting. While at Montclair State University, Stephanie was a member of the Montclair State Accounting Society and VITA, which is a program offering free basic tax return preparation to qualified individuals. Lastly, in her leisure time, she enjoys spending time with her family, friends, and especially her pup, Tyson.
Chief Investment Officer / Managing Partner
Chris is a Managing Partner and Chief Investment Officer of Simon Quick Advisors. He joined the firm in 2004 as the third employee. Today, he sits on the firm's Management, Operating, and Investment committees where he provides guidance on the firm’s overall vision and strategy. He works closely with clients to develop financial plans and multi-asset class portfolios and has extensive experience in estate, retirement, insurance, tax, charitable, and investment planning.
Chris graduated with a BA from the College of the Holy Cross where he majored in Mathematics and minored in Computer Science. He became a CERTIFIED FINANCIAL PLANNER™ in 2006 before going on to earn his MBA from Columbia Business School with a focus in finance and investments. Chris serves as an Advisory Board Member for Bow River Capital Partners, a private equity firm based out of Denver, CO, and he is a Board Member of the NJ chapter of the Young Presidents’ Organization (YPO), one of the world’s premier leadership organizations. He has appeared as a guest on CNBC’s Squawk Box and has been interviewed by Bloomberg, The Wall Street Journal, and The New York Times. In 2017, Chris was named a 40 Under 40 award winner by NJBIZ as one of the best and brightest of 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.
He and his wife, Blair, reside in Ridgewood, NJ and have three children. He enjoys coaching sports, traveling, hiking, and golf.
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Managing Director / Head of Client Advisory / Principal
Mr. Morr joined Simon Quick in 2012 and currently serves as the Head of the Client Advisor Group. In this role, Tom is responsible for managing various aspects of the firm’s client advisory team, which includes Advisors, Associates, Analysts and Client Service Administrators to ensure they are providing the highest level of service to our clients. Tom works closely with all departments to create efficiencies and best practices, including implementing innovative processes and technologies to improve the client experience. By sitting on the firm’s Hiring Committee, Tom is also involved with the hiring and training of new employees. As a Client Advisor, Tom works directly with counsels and advises high net worth individuals and families on wealth management and financial planning to help them achieve their financial goals. He also advises endowments & foundations on developing an investment policy statement, asset allocation, and portfolio implementation. Additionally, Mr. Morr works with business owners to provide retirement plan solutions for employees. Tom completed Bryant University's Program for Financial Planners and became a CERTIFIED FINANCIAL PLANNER™ practitioner in 2016. He earned his CAIA Charter in 2014 and is a member of the Chartered Alternative Investment Analyst Association. Tom graduated from Siena College with a B.A. in History and a minor in Business. While at Siena, Tom was the goalie on their nationally ranked lacrosse team. He maintains a strong relationship with his alma mater and is the head of the Siena Lacrosse Alumni Network (SLAN). SLAN provides current student athletes an opportunity to connect with alumni in the field of their interest in order to better prepare for life after school.
Call: 973-525-1047Email: firstname.lastname@example.org
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Mr. Nichols joined Simon Quick as a Marketing Analyst in June 2019. He is responsible for the firm’s website content management, social media accounts, and email distribution lists. Additionally, Mr. Nichols works closely with the Chief Marketing Officer to prepare marketing materials supporting the Business Development team. Mr. Nichols originally joined the firm in April 2018 as a Marketing Intern.
Prior to joining Simon Quick, Mr. Nichols interned for a boutique tech firm in NYC where he researched the effectiveness of pay-per-click ad campaigns and prepared website analytics reports. Additionally, he worked as a Teller for TD Bank, where he was responsible for general banking inquires and retail transactions.
Mr. Nichols graduated from Fordham University in May 2019 with a B.S. in Marketing and a minor in Economics. While at Fordham he participated in the London study abroad program and was a member of the Special Olympics club. He remains an active volunteer at nourish.NJ (formerly the Community Soup Kitchen and Outreach Center) in Morristown, NJ.
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Director / Chief Marketing Officer / Principal
Ms. O’Brien joined Simon Quick in 2015, bringing with her 7 years of experience in the financial services industry. As Chief Marketing Officer Darcy is responsible for marketing, media relations, website management, event coordination and social media initiatives. Additionally, Darcy is regularly tasked with the creation and management of marketing materials and liaising with relationship managers and partners to produce content for Simon Quick’s audience.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. Outside of work, Darcy enjoys running, cooking and spending time with her friends and family.
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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.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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What I’ve Learned In My 30 Years Working For A Family Office
Vice President of Technology
Joe Petrone joined Simon Quick in March of 2021 as a Vice President 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.
Managing Director / Chief Compliance Officer / Principal
Mr. Pisano works as Chief Compliance Officer. He joined Simon Quick in 2016 from 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 BA with honors from York College of Pennsylvania and a MBA in Financial Management from Pace University’s Lubin School of Business.
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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.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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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 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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Ms. Rawlins joined Simon Quick in September of 2018 and oversees our internal Human Resources department. Her primary responsibilities include the overall human resource function including general HR administration, hiring/recruiting, employee relations and experience, benefits and payroll. Lynese advises management on HR and payroll issues, oversees 401K elections, employee benefits and acts as a confidential point person for all employees as it relates to work or personal matters that need to be addressed. She also plays a key role in managing Simon Quick’s Internship Program.
She graduated with a B.A. in Political Science minoring in Pre-Law and Criminal Justice from Montclair State University. She recently obtained her Master of Public Administration with a focus in Human Resources from Rutgers University.
Prior to joining Simon Quick, Ms. Rawlins served as a Manager and various roles at her alma mater such as a Resident and Service Assistant where she guided, peer mentored and hosted events for over forty freshmen women. Lynese was a member of several different on campus organizations such as Alpha Kappa Alpha Sorority, Incorporated, Black Student Union and Pre-Law Society. Through her developed leadership skills, Lynese was awarded President of the Year from the student body.
In her spare time, she still maintains an active role in her sorority, volunteers in senior citizen homes, enjoys reading and spending time with her family and friends.
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Ms. Rizzo joined Simon Quick in September of 2020 with over 20 years of executive administrative support from the beverage industry to aviation and defense. As the Administrative Assistant, she will serve as front desk receptionist, work with Human Resources, assist the Chief Operating Officer Mark DeLotto, as well as ad hoc projects for the firm.
Ms. Rizzo attended Rutgers University with a double major in Criminal Justice & Sociology, while working full time and served on the Philanthropic committee for Phi Sigma Sigma, Gamma Chi Chapter. Volunteering plays a big role in her life; she's had the pleasure of contributing to multiple organizations and finds true happiness helping others.
Her spare time usually consists of helping friends, play dates for her dog-son Sky and lots of painting and dancing.
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Director / Principal
Ms. Scioscia joined the Simon Quick team in December 2011. Kylee is a member of the Operations team at Simon Quick. Her primary responsibilities include overseeing the reconciliation of client statements, client performance report preparation and reconciliation, preparing client invoices, tracking key company metrics and overseeing the operations of the Simon Quick client access portal.Before joining Simon Quick, Kylee spent two years at the Somerset Hills Country Club, where she served as professional shop manager and merchandiser. Previously, she served for five years as the retail merchandiser at Trump National Golf Club in Bedminster, New Jersey. In her leisure time, Kylee enjoys spending time with her husband and son.
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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. He currently serves as Co-Chairman of the Firm and The William E. Simon Foundation. Peter Simon was previously employed by Kidder Peabody in New York City from 1975 – 1988. At Kidder Peabody, 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 specializing in convertible securities. The department established themselves as a leading underwriter and market maker in convertible securities. It also developed one of the first research products focused on converts. Peter Simon earned a BA in Psychology from Lafayette College and also 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. At the present time, he is a member of the Board of Trustees of the Richard Nixon Foundation. He is Chair of the Board of Trustees of the Arnold and Mabel Beckman Foundation, a member of the New Vernon Cemetery Association Board of Trustees and a provisional member of the Charles Hayden Foundation. In all of these Board roles, he has been Chair of their Investment Committee. 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, Chairman of the Foundation for Morristown Medical Center, 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 Green Village, New Jersey. They have four grown children.
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William E. Simon, Jr. became a partner at Simon Quick in 2017. Previously, Mr. Simon was the co-chairman of William E. Simon & Sons, LLC (WESS). The Firm (WESS), which he co-founded in 1988 with his brother and father, former United States Treasury Secretary, William E. Simon, Sr., 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 Adjunct Assistant Professor at both the UCLA School of Law, as well as the Undergraduate Department of Economics in the UCLA College of Letters and Sciences. 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.
Mr. Steck joined Simon Quick in November 2020 and currently serves as a Client Service Administrator. His primary responsibilities include assisting Client Advisors and Analysts with client onboardings, specific client requests, executing investment documents and money movements for various investment managers, and reconciling investment activity across our proprietary database, various custodians, and our reporting system.
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 helping them run their corporate retirement plans efficiently, maximizing the value of the plan to the entire company, working with administrators to meet important deadlines throughout the year, and quickly resolving ad hoc situations.
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, and playing soccer.
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Mr. Stoviak joined Simon Quick in 2017, bringing with him 9 years of experience in the financial services industry. Mr. Stoviak began his career at T. Rowe Price as a portfolio accountant. Following T. Rowe Price, he worked at Firstrust as a credit analyst underwriting commercial loans between 1-15MM in the Northeast region. Before joining Simon Quick, Mr. Stoviak was a financial advisor at Merrill Lynch in NYC from 2011 to October 2017. Mr. Stoviak graduated from Syracuse University where he majored in finance. He also played Division 1 Big East Men’s Soccer all four years where he was a four-time Big East Academic All-Star. Mr. Stoviak is very active in the New York City not-for-profit world. He is currently on the junior board of the River Fund Organization (crisis aid program of the Robin Hood Foundation) as well the NY Board of the Jefferson Awards Foundation.
Call: 973-525-1043Email: email@example.com
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The Easy Way To Get Started On Your Estate Plan
Attract Investors And Reward Employees With Section 1202 Qualified Small Business Stock
Dylan joined Simon Quick in December of 2017. He is currently a member of the Client Advisory team and supports the Client Advisors and Partners in advising clients in all areas of financial planning (investment, tax, estate, insurance). Dylan passed the CERTIFIED FINANCIAL PLANNERTM Examination in 2019, and attained his full marks in 2020.
Prior to joining Simon Quick, Dylan worked for Piper Jaffray & Co. as an Investment Banking Analyst within the firm’s sell-side M&A team. He worked on multiple sell-side transactions and gained extensive experience conducting business analyses and valuations. Dylan graduated Cum Laude from Washington & Lee University with a B.S. in Business Administration and Art History.
At Washington & Lee, Dylan was a four-year member of the University’s Varsity Men’s soccer team. A Scholar-Athlete all four years, Dylan led the team to two NCAA tournament appearances and earned CoSIDA Academic All-District honors his senior year. Dylan was also involved in the University’s art scene, as a member of the Student Arts League and publishing an Art History thesis on Jacksonian American art. Dylan attended the Delbarton School in Morristown.
Dylan is a history buff, who enjoys studying the history of Wall Street and reading biographies in his free time. He is also an avid soccer fan, supporting his 3 younger brothers in their soccer careers – along with watching EPL & MLS soccer games on the weekends.
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Vice President / Senior Client Service Administrator
Ms. Sullivan joined Simon Quick in March 2015 and currently serves as a Vice President and Senior Client Service Administrator. Her primary responsibilities include client onboardings, executing investment documents and money movements, and reconciling investment activity across our proprietary database, various custodians, and our reporting provider.
Prior to joining the team, Ms. Sullivan worked as an Administrative Assistant for Christine Haviaris, CPA. There she gained exposure to finance and accounting while developing extensive experience in administration, superb attention to detail, and superior client service.
Ms. Sullivan received her B.A. in Psychology from Southern Connecticut State University in 2013. She went on to coach Women’s Volleyball at Kean University where she continued her education in Speech Pathology. She received the Financial Paraplanner Qualified Professional™ designation from the College for Financial Planning in September 2018. Vanessa is a two time published author, sports fanatic, and thoroughly enjoys traveling.
Call: 973-525-1004Email: firstname.lastname@example.org
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Mr. Talmadge joined Simon Quick Advisors as a Client Service Administrator in December 2019. His primary responsibilities include assisting with client documentation, custodial tasks, client requests/issues, and communication with third party providers.
Prior to joining full-time, Adam interned for Simon Quick Advisors during the summer of 2017.
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. He enjoys playing hockey and volleyball in his spare time.
Phone: 973-525-1005Email: email@example.com
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 and Portfolio Management. Mr. Thomas is also a Board Member and Vice President of the Hellenic American Bankers Association.
Mr. Velischek joined Simon Quick in July of 2016. He is currently a member of 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. Prior to joining the Client Advisory team Mr. Velischek spent six months in the Simon Quick Analyst Training Program. Anders completed the Financial Planning Certificate Program at Fairleigh Dickinson University in September 2019 and became a CERTIFIED FINANCIAL PLANNER™ practitioner in December 2019.Mr. Velischek graduated from Bucknell University with a B.S.B.A in Accounting and Financial Management in May of 2016. At Bucknell, Mr. Velischek was actively involved on campus. He was a computer technician at the Technology Desk, 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 course where he actively managed over $1.5 million of the university endowment.
Call: 973-525-1003Email: firstname.lastname@example.org
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Managing Director / Client Advisor / Principal
Mr. Weitz joined Simon Quick in 2011. As a Managing Director and Client Advisor, his focus is on providing investment and financial planning advice to high net worth individuals & families. Additionally, he works closely with endowments & foundations and regularly attends investment committee and board meetings. Mr. Weitz is also a member of the firm’s Hiring Committee. 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, and co-authored an article about the attractiveness of high yield bonds that was published in 2008 by The NAPFA Advisor. Mr. Weitz completed Fairleigh Dickinson University’s Financial Planning program and passed the CERTIFIED FINANCIAL PLANNER™ exam in 2009. He is also a Chartered Financial Analyst charterholder and member of the CFA Institute. Mr. Weitz holds a B.S. in Psychology from the University of Maryland and an MBA in Finance from Rutgers Business School. In his leisure time, Mr. Weitz enjoys playing golf and traveling.
Call: 973-525-1017Email: email@example.com
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Mr. Wells joined Simon Quick in December of 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. 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: 973-525-1032Email: firstname.lastname@example.org
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Ms. Weyrauch joined Simon Quick in July 2018 after graduating from the College of the Holy Cross. Alex 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. Prior to joining the Client Advisory team Alex spent six months in the Simon Quick Analyst Training program.
Alex graduated from the College of the Holy Cross in May 2018 with a B.A. in Sociology. At Holy Cross, Alex was a member of the varsity women’s soccer team. Through soccer, Alex was a member of the college’s Leadership Academy for two years where she developed her leadership skills. Alex also was a member of the Holy Cross SPUD program. In this program Alex volunteered her time each week tutoring middle school children at disadvantaged public schools in the Worcester, MA area. Additionally, Alex was a committee member for Relay for Life where she was actively involved in event planning and fundraising efforts.
Call: 973-525-1010Email: email@example.com
Ms. Wilson joined Simon Quick in 2013 as a member of the Investment Research Team. Her primary responsibilities include conducting due diligence on prospective investment managers as well as monitoring existing investments on an ongoing basis. Jenna is responsible for sourcing new investment opportunities, and conducting research presentations at client and prospect meetings. She works closely with the Simon Quick Investment Committee and Client Advisory Team. As a member of the firm’s Operating Committee, Jenna also contributes to the day-to-day management of the firm. She became an equity owner in 2019.
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. She is also a CAIA charterholder since 2014 and member of the Chartered Alternative Investment Analyst Association.
Jenna graduated from The Pennsylvania State University in May of 2013 with a B.S in Mathematics and a Minor in Economics. While at Penn State, she was an active volunteer for the Penn State Dance Marathon, commonly known as THON. In an effort to continue the fight against childhood cancer post-graduation, Jenna joined the Executive Committee of The Hope Gala in New York City in 2017.
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Managing Director / Head of Investment Research / Principal
Wayne Yi is the Head of Investment Research and member of the Investment Committee for Simon Quick Advisors. He leads the firm effort on all market research and manager diligence across traditional equity and fixed income strategies as well as in 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. Wayne is a graduate of the University of Pennsylvania where he received a B.A. in Economics and in International Relations. Wayne is a CFA charterholder.
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