Meet the Simon Quick Sales & Marketing Team

Our Business Development & Marketing Team

Business Development & Marketing

Joseph A. Belfatto

Managing Partner

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

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

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

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

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Mireille Keshishian

Analyst

Mireille Keshishian

Analyst

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

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

Ms. Keshishian graduated from the University of Southern California (USC) in 2019 with a B.A. in Psychology and a minor in Marketing. She was an active member of Psi Chi, The International Honor Society in Psychology, and worked as a Research Analyst at USC Rossier School of Education. In her free time, Mireille enjoys cooking, traveling, and exploring new places to eat in New York City.

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Darcy O'Brien

Managing Director / Chief Marketing Officer / Principal

Darcy O'Brien

Managing Director / Chief Marketing Officer / Principal

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

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

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

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Chris Thomas

Managing Director

Chris Thomas

Managing Director

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

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