Business Development & Marketing
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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Ms. Murphy joined Simon Quick in June of 2022. She is currently an analyst for the Marketing team. She is responsible for supporting the CMO, marketing, website management, event coordination, and maintaining the firm's blog and social media presence. Ms. Murphy is based in our New York City office.
Before joining Simon Quick, Ms. Murphy was a student at Bucknell University in Lewisburg, Pennsylvania earning a bachelor’s degree in Economics and Art History. While in college, she was the Social Media and Marketing Chair of her sorority, Chi Omega. During college breaks she would work at a boutique in her hometown doing digital marketing.
In addition, while at college Ms. Murphy published a photography book called "Identity" which focuses on the identity of Generation Z. During her free time, she enjoys practicing the arts, whether its drawing, painting, or photography. She also loves to watch international rugby with her parents and is a big supporter of the Irish Rugby Football Union.
Managing 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 sits on Simon Quick's Diversity, Equity, and Inclusion committee which is dedicated to promoting diversity within the work place and fostering an inclusive environment.
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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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.