Meet the Simon Quick Client Advisory Team

Tommy Beeby

Analyst

Mr. Beeby joined Simon Quick Advisors in July 2023 after graduating from The University of Delaware in May 2022. Tommy is currently an Analyst on the firm’s Client Advisory team, where he assists in providing high-net-worth clients with investment and financial planning strategies.

Prior to joining Simon Quick, Mr. Beeby completed Fundamental Credit and Corporate Structured Credit Internships at Magnetar Capital LLC. During his internships, Mr. Beeby learned about the firm’s research and investment strategies and completed investment due diligence work for the investment team. 

Tommy graduated from the University of Delaware in May 2022 with a B.S. in Finance and minor in economics. He then continued his education at Delaware, earning a master’s degree in international business from the Alfred Lerner College of Business & Economics in November 2023. During his Undergraduate years, he played on the D-1 lacrosse team and earned multiple CAA All-Academic honors. He was also a volunteer member of the team’s coaching staff, serving as the Head of Alumni Relations and Player Career Development while earning his master’s degree. Tommy grew up in Westchester, NY and in his spare time enjoys the beach, golf, working out, and is an avid New York Sports Fan.

Joseph A. Belfatto

Managing Partner

Mr. Belfatto is a Managing Partner at Simon Quick and is responsible for client relationship management and new business development. He also spends time focused on the firm’s strategic growth initiatives. He is a member of the firm’s Management Committee and 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. 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 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 received a Master’s in Business Administration from Harvard Business School. He has served on the Planning Board in Summit, NJ, 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. 

Read Blog Posts by Joe:

• We’re Never Too Busy To Help Someone You Care About
• Why I Became A Financial Advisor
• Three Financial Steps to Prepare You for the Sale of Your Business

Kristin McCamish Bell, CFA, CFP^®

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 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.

Call: 973-525-1000
Email: kbell@simonquickadvisors.com

Read Blog Posts by Kristin:

• Do You Understand Your Risk Tolerance?
• How We Helped a Family Plan for a Liquidity Event

Maritza Chow Young

Director

Ms. Chow Young joined Simon Quick in 2023 with over 23 years of experience in wealth management and investing after starting her career in bond reinsurance at FSA. As a Director and Client Advisor, Maritza counsels and advises high net worth individuals and families on wealth management with expertise in investment management, estate planning, life insurance analysis, income and estate tax planning and cash flow management.

Prior to joining Simon Quick, Ms. Chow Young worked for 22 years at KLS Professional Advisors Group (KLS), a $7 Billion Registered Investment Advisor. 

Ms. Chow Young earned a B.A. from Trinity College in Hartford CT. At Trinity Ms. Chow Young was involved in community outreach and provided tutoring and college exam preparation to local high school students. She continues to be involved with Trinity and has served on the Alumni board and currently serves on the Women’s Leadership Council and she has a dedicated scholarship in her name. During her free time, Ms. Chow Young enjoys spending time on the North Fork in Long Island with her family.

Kiarra Coke

Analyst

Ms. Coke joined Simon Quick in April 2023 as a Client Service Associate. Her primary responsibilities include supporting the Client Advisory team with client onboardings, execution of documents, helping with client requests, and processing money movements.

Prior to joining Simon Quick, Ms. Coke served as a Financial Representative at Fidelity Investments and Relationship Banker at JP Morgan Chase. While working at Fidelity Investments, Ms. Coke supported four financial advisor teams. In her previous role, she gathered client information, coordinated client meetings, helped with account openings, and executed money movements. Kiarra has gained invaluable experience in the wealth management sector by supporting financial teams and consistently providing high-touch service to clients.

Kiarra graduated with a B.A. in Criminal Justice from Lynn University and is working towards a professional certificate in Project Management. She enjoys spending time with her family, traveling, reading, and volunteering in her spare time.

Bill Conger

Senior Managing Director

Mr. Conger joined Simon Quick in 2022 and works with the Investment Research Team. Mr. Conger’s almost 50 years of investment experience includes time as a stock research analyst, trader, wealth manager, and investment advisor.

Bill began his career in 1973 at the Equitable Trust Company as a security analyst before moving to Wall Street as a fixed income salesman at Paine Webber. Next, he spent 10 years at Morgan Stanley, trading esoteric securities, and eventually became a Principal in charge of the Un-securitized Mortgage Department. In 1988 Mr. Conger joined JRO Associates to trade bankrupt securities, before moving to E.A. Moos in 1990 where he specialized in bankrupt and distressed tax-exempt securities for 10 years. In 2000 Bill joined RBC Dain Rauscher where he managed family and client portfolios before founding Red Hook Management with his late wife Nancy in 2008.

Bill served in the US Army from 1966-1968 where he served as a Platoon Sergeant during the Vietnam War. Bill received a Bachelor of Science in Business Administration from the University of Maryland in 1973. Mr. Conger’s non-profit work includes time as the Head of the Investment Committee for the Foundation for Morristown Medical Center, Treasurer of the Board at Gill Saint Bernard’s School, President of the Lake End Corporation, and he is currently the Chair of the Board of The Raptor Trust. Bill is the proud father of three adult children and a husband to Kate Conger. When he’s not working, he enjoys traveling, hawk banding, cycling, sprint car, and drag racing.

Stephen DeLargy

Associate

Mr. DeLargy joined Simon Quick in April of 2022. He is currently an Associate on the Client Advisory team. He is responsible for supporting the Partners and Client Advisors in financial planning for clients, implementing investment plans, preparing investment performance reports, and coordinating client communications.

Prior to joining the firm, Stephen worked as a Client Service Associate at Stifel Nicolaus & Co. There he worked within the Private Client Group as the primary business development member and worked with ultra-high net worth individuals. He was able to gain experience while dealing with clients daily as he provided relationship management, monitored client portfolios, and proposed  new investment opportunities. 

Stephen graduated from the University of Delaware in May 2016 with a B.S. in Finance, and then continued his education, earning an MBA from the Alfred Lerner College of Business & Economics in November 2017. While at Delaware, Stephen was the captain of the D-1 lacrosse team and earned CAA All-Rookie team, and CAA All-Academic team honors. Stephen grew up in Morristown, NJ and in his spare time enjoys the beach, golf and playing pick-up basketball.

Jacob Dempsey

Associate

Mr. Dempsey joined Simon Quick in June of 2023 as an Associate on the Client Advisory team. In this role, he assists in providing high-net-worth clients with investment and financial planning strategies. 

Prior to joining Simon Quick, Mr. Dempsey spent nearly 10 years at Deloitte Tax LLP as a CPA working in corporate tax consulting, specializing in bankruptcy restructuring and knowledge management.

Mr. Dempsey graduated from the University of Georgia with a master’s in accountancy and taxation and a B.B.A in Accounting He has held his CPA license since 2014 and became a CERTIFIED FINANCIAL PLANNER™ practitioner in December 2022.  In his leisure time, Mr. Dempsey enjoys running, reading, and cooking.

Connor Donovan, CFP^®

Vice President

Mr. Donovan joined Simon Quick in July 2017.  He is currently a vice president 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: 973-525-1030
Email: cdonovan@simonquickadvisors.com

Read Blog Posts by Connor:

• Helping a Young Entrepreneur Organize His Finances
• The Best Ways to Save and Pay for College
• The Top 5 Financial Challenges Faced by Entrepreneurs – And How to Prepare for Them

Jessica Epstein, FPQP® 

Client Service Associate

Ms. Epstein joined Simon Quick in December 2020 and currently serves as a Client Service Associate. Her primary responsibilities include assisting Client Advisors and Analysts with client onboarding, specific client requests, executing investment documents, and money movements for various investment managers. Ms. Epstein sits on Simon Quick's Women@SQ committee. This committee is made up of female Simon Quick employees dedicated to enhancing the personal and professional lives of our female clients and business partners.

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. She received the Financial Paraplanner Qualified Professional™ designation from the College for Financial Planning in August 2022. Jessica enjoys coaching softball for her high school team, skiing, and traveling in her spare time.

Kyle Ferrare, CFP®

Managing Director / Client Advisor / Principal

Mr. Ferrare joined Simon Quick in 2011 as the fifteenth employee of the firm, and in 2019, he became a Principal. Mr. Ferrare works directly with high-net-worth clients in developing and implementing their investment and financial plans. Mr. Ferrare also works with several of the firm's endowment and foundation clients, regularly attending investment committee and board meetings. He is a member of the firm’s Client Advisory Leadership Team, which executes and leads important initiatives across the client advisory team. Mr. Ferrare is also a member of the Financial Planning Committee which is responsible for identifying financial planning opportunities and disseminating guidance to advisors at the firm. In 2021, Mr. Ferrare relocated to the firm's Denver office to help expand Simon Quick’s presence in the Mountain West.

Prior to joining Simon Quick, Kyle 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 where he majored in finance, with a minor in psychology. He completed the Financial Planning Certificate Program at Fairleigh Dickinson University in December 2009 and became a CERTIFIED FINANCIAL PLANNER™ practitioner in November 2010.

Outside of the office, Mr. Ferrare can be found skiing, mountain biking, trail running and exploring the outdoors with friends and family.

Call: 973-525-1036
Email: kferrare@simonquickadvisors.com

Read Blog Posts by Kyle:

• How Simon Quick Helped a Retired Couple After the Sale of a Business
• How Much Life Insurance Do You Really Need?
• How to Prepare for Tax Season
• Considerations When Buying A Second Home 
• Case Study: Helping an Engineer Unlock the Power of Financial Planning
• Legislative Recap: The SECURE 2.0 Act
  
  

Brannon J. Fisher, CFP^®

Director / Client Advisor / Principal

Brannon joined Simon Quick in 2019 and established the firm’s office in Denver. He focuses on business development and advising 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. Brannon is deeply engaged in his community. He is an adjunct faculty member at the University of Denver’s Bailey Program for Family Enterprise; he is President of the Rocky Mountain Estate Planning Council; he serves on the Finance Committee for the Ball Brothers Foundation; and he volunteers 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.

Phone: 207-449-6143
Email: bfisher@simonquickadvisors.com

Read Blog Posts by Brannon:

• Simon Quick Opens Doors In Rocky Mountain Region
• October 2019 Employee Spotlight
• How to Meet the Challenges of the Sandwich Generation
• Family Business Succession Planning: Start Early
• Legacy Series Part One: The Importance of Establishing Family Values
• Legacy Series Part Two: Teaching Responsible Stewardship
• Legacy Series Part Three: Structures to Help Preserve and Pass on Family Wealth
• How to Have Conversations About Family Finances

Andrew Haggerty, FPQP® 

Client Service Associate

Mr. Haggerty joined Simon Quick in December of 2021. His primary responsibilities include client onboarding, executing investment documents, and processing money movements. Andrew is tasked with tracking the investment process in Simon Quick’s proprietary database, and works with the firm’s reporting provider to ensure that client investments are appropriately recorded. Mr. Haggerty is also responsible for working with the firm’s custodians to open accounts and process transfers.

Prior to joining Simon Quick, Mr. Haggerty worked for Mass Mutual as a financial services professional. In this capacity he gained exposure to the financial planning field servicing high-net-worth clients while working under multiple senior advisors.

Mr. Haggerty graduated from Rowan University with a BS in Finance. While at Rowan he was a VP on the club soccer team. Mr. Haggerty volunteers at the St. Joe’s food pantry, and as a midnight runner providing the homeless in Manhattan with food and clothes. In his spare time, he enjoys playing guitar, snowboarding, and cheering for the New York Mets and Liverpool Football Club.

Brian Hipwell

Vice President

Mr. Hipwell joined Simon Quick in March of 2023 as a Vice President on the Client Advisory team. As a CERTIFIED FINANCIAL PLANNER® practitioner, he works with clients to provide comprehensive financial planning advice to high-net-worth individuals and families.

Prior to joining Simon Quick, Mr. Hipwell spent five years at Thrive Wealth Management, LLC, an independent advisory firm in the greater Philadelphia area. As a Relationship Manager, he supported two Client Advisors to provide comprehensive planning for over 200 high-net-worth households. As one of the first employees at Thrive, Mr. Hipwell also had the opportunity to get involved in other facets of the firm’s growth – from Operations to Marketing, ultimately helping to triple Thrive’s AUM to $1B during his tenure.

Mr. Hipwell graduated from Bucknell University in 2017 with a B.A. in Economics. While at Bucknell, he spent time as a teaching assistant, a research assistant, a Career Development Center intern, and served as the External Vice President of his fraternity, Kappa Delta Rho. In his spare time, Mr. Hipwell enjoys traveling, skiing, tennis, and rooting for the Philadelphia Eagles. 

Edward Klein

Client Service Associate

Mr. Klein joined Simon Quick in May of 2023 and currently serves as a Client Service Associate. His primary responsibilities include assisting with client onboardings, account openings, processing money movements, and assisting with client requests.

Prior to joining Simon Quick, Mr. Klein worked for UBS Financial Services as a Client Service Associate. In this capacity, he gained exposure to the financial planning field, servicing high-net-worth clients while working under two senior advisors.

Mr. Klein graduated from Villanova University with co-majors in finance and business analytics. While at Villanova, he was a member of the Men’s Ice hockey team and assisted with team finances. In his spare time, Mr. Klein enjoys playing hockey, golf, and darts.

William Lalor, CFP®, CFA

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 sits on the Financial Planning Committee which is responsible for identifying financial planning opportunities and disseminating guidance to advisors at the firm. 

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: 973-525-1033
Email: blalor@simonquickadvisors.com

Read Blog Posts by Bill:

• Tax Planning Tips
• New Jersey Tax Update
• 529 Plans - Great for Grandma & Grandpa
• Five Steps to an A+ College Plan
• Why I Became a Financial Advisor
• 4 Financial Planning Strategies to Implement During a Market Downturn
• May 20th Call Recording: Weathering the Coronavirus Market Downturn
• Webinar: Impact of the Presidential Election
• Comparing the Biden and Trump Tax Plans and Year-End Planning Opportunities
• Attract Investors And Reward Employees With Section 1202 Qualified Small Business Stock
• Are 529 Plans Tax Deductible in New Jersey?

Arty Langhaus

Senior Managing Director / Client Advisor

Mr. Langhaus joined Simon Quick in April 2022. Mr. Langhaus has provided individualized wealth management and financial advice tailored to partners at major law firms, sophisticated investment professionals, business executives, and wealthy families for approximately 30 years. His areas of expertise include investment management, estate structuring, and wealth transfer strategies, life insurance analysis, income and estate tax planning, and cash flow management. Mr. Langhaus also sits on the firm’s the Investment Committee.

Before joining Simon Quick, Mr. Langhaus spent 30 years as Co-Founder, Chief Financial Officer, and Member of the Investment Committee of KLS Professional Advisors Group (KLS), a $7 Billion Registered Investment Advisor. Prior to founding KLS in 1989, Mr. Langhaus spent two years as an Investment Banker and Vice President in the Asset Management Group at Shearson Lehman Brothers. Prior to 1987, Mr. Langhaus was a Senior Tax Manager with the international accounting firm of Touche Ross, specializing in individual taxation, corporate taxation, and tax-oriented investments. Mr. Langhaus was Chairman of the Tax Oriented Investment Committee of Touche Ross' New York City office.

Mr. Langhaus earned a B.A. from Queens College, City University of New York in 1978 and an M.B.A. degree with high honors from Pace University Graduate School of Business in 1980. He is a Certified Public Accountant. During his free time, Mr. Langhaus likes to spend time on Fire Island with his family. When he's not relaxing, Mr. Langhaus enjoys cycling, hiking, and skiing in Colorado.

Zachary Levin

Analyst

Mr. Levin joined Simon Quick in July 2022 after graduating from Lehigh University in May 2022. Zach is currently a member of the firm’s client advisory team, where he helps prepare financial plans, client communication, and portfolio construction.

Before joining full-time at Simon Quick, Mr. Levin was a member of the firm’s 2021 Summer Intern Class. During his internship, Zach learned about the firm’s financial planning process and completed investment due diligence work for the investment team. Additionally, Zach served as a summer financial analyst at Tradition Financial Services, where he gained valuable experience working on a live trading floor on Wall Street. 

Mr. Levin graduated from Lehigh University with a Bachelor of Arts in Economics and International Relations. At Lehigh University, Mr. Levin was a TAMID Investing and Consulting Group member and was selected for a highly competitive academic fellowship. Additionally, Zach served as the Vice-President of his fraternity, Phi Delta Theta. In his free time, Mr. Levin enjoys hiking with friends, playing golf, cooking, and he is an avid Yankees fan.

Charlene LuongVan

Client Service Associate

Ms. LuongVan joined Simon Quick in April of 2023 and currently serves as a Client Service Associate. Her primary responsibilities include assisting with client onboardings, processing money movements, and helping with client requests.

Prior to joining Simon Quick, Charlene worked for a wealth management firm in New York where she supported four advisors. In this position, Charlene assisted with client onboardings, executing money movements, and processing client requests.

Charlene graduated from Minnesota State University, Mankato with a B.S. in communication studies and a minor in marketing. Charlene was born and raised in Minnesota and moved to New York in 2022. In her free time, Charlene enjoys staying active by participating in Brazilian Jiu Jitsu, Muay Thai, weightlifting, and exploring New York City.

Jack Mahoney, CFP^®

Managing Director / Client Advisor / Principal

Mr. Mahoney joined Simon Quick in 2018. As a Managing 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: 973-525-1044
Email: jmahoney@simonquickadvisors.com

Read Blog Posts by Jack:

• April 2019 Employee Spotlight
• Are You The Family Breadwinner? How To Make Sure Your Family Is Protected
• What To Do The Day You Turn 62

Jordan Maly, FPQP® 

Analyst

Mr. Maly joined Simon Quick in April 2020 and currently serves as an Analyst on the Client Advisory Team. He is responsible for supporting Partners and Client Advisors in assisting with financial planning for clients, implementing investment plans, preparing investment performance reports, and coordinating client communications. He is based out of the firm’s Denver, CO office and is a member of the Hiring Committee.

Prior to joining Simon Quick, Jordan served as an Analyst for an independent financial advisor at Summit Financial, LLC. There, he learned about financial markets and the importance of a strong work ethic and attention to detail.

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, including 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 exploring all that Colorado has to offer with his dog, Tex.

Email: jmaly@simonquickadvisors.com

Lisa Manzolillo, CFP®, CDFA®

Director / Client Advisor / Principal

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. Ms. Manzolillo is a member of the Financial Planning Committee which is responsible for identifying financial planning opportunities and disseminating guidance to advisors at the firm. Ms. Manzolillo is also chair of Women@SQ which is dedicated to educating and enhancing the personal and professional lives of women in the Simon Quick network.

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: 973-525-1011
Email: lManzolillo@simonquickadvisors.com

Read Blog Posts by Lisa:

• How To Teach Your Kids About Money
  
• What To Do If You Get Divorced
• Webinar Replay: Virtual Cooking Event With Chef Gaccione
• What Is Your Long-Term Care Plan?

Sydney McGrew

Analyst 

Ms. McGrew joined Simon Quick Advisors in May 2022. Ms. McGrew 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. In addition, Ms. McGrew is part of Simon Quick Women@SQ Committee. It is dedicated to enhancing the personal and professional lives for female clients and business partners. Ms. McGrew is based in the New York City office.

Prior to joining Simon Quick, Ms. McGrew worked as a client advisor associate at Wilmington Trust in their New York City office. While working there, Ms. McGrew supported four wealth advisors and serviced over 100 clients. In her previous role, Ms. McGrew prepared client presentations, facilitated account openings, executed money movement, performed account maintenance, and updated the pipeline. She gained invaluable experience working with high-net worth individuals, foundations, and endowments.

Ms. McGrew graduated in 2020 from Washington and Lee University with a business administration major degree. While at Washington and Lee, Ms. McGrew was an active member of the fancy dress committee and mock con memorabilia committee. She also tutored at the local elementary school in town. Sydney held the leadership position of recruitment chair in her sorority, Kappa Kappa Gamma. Ms. McGrew is currently serving as a 2020 class agent focusing on fundraising for Washington and Lee’s annual fund. Ms. McGrew enjoys her free time by spending time with family and friends, traveling, and cooking.

James McGurren, CPA, CFP®

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) 668-3522
Email: JMcGurren@simonquickadvisors.com

Read Blog Posts by James:

• James McGurren Joins Simon Quick as a Managing Director and Client Advisor
• How Your Health Impacts Your Financial Picture
• How to Make Sure You Realize State Tax Benefits When Moving to Florida

Cameron McMillian

Analyst

Mr. McMillian joined Simon Quick in March of 2023. He is currently an Analyst and Client Advisor on the Maritza Chow Young Advisory Team. He is responsible for supporting clients in financial planning, implementation of investment strategy, coordinating communications, and preparing investment performance reports.

Before joining the firm, Cameron worked as a financial analyst in Wealth Management for Silicon Valley Bank Private (SVB). In the two years he served SVB, Cameron was able to gain valuable experiences coordinating client relationships, managing investment directives and monitoring client portfolios. Prior to his work at SVB, Cameron worked as a financial analyst in Boston, MA for BNY Mellon Mortgage Operations, the City of Cambridge Financial Department, and Leggat-McCall Properties.

Cameron attended Trinity College in Harford, Connecticut where he majored in Economics and Film. While at Trinity College, Cameron was a member of the Trinity Football Program, the Arts Council as well as the Investment Club. Outside of work, Cameron regularly enjoys creating personal projects, producing and editing films, as well as volunteering for Youth programs in his hometown of Cambridge, Massachusetts.

Larissa A. Mehlfelder, CFP®, CAIA, BFA™

Managing Director / Client Advisor / Principal

Ms. Mehlfelder joined Simon Quick in 2009 and became a Principal of the firm in 2019. As a Client Advisor, she works with clients to help them achieve their financial objectives. She advises clients in all areas of financial planning including customized investment portfolios, risk management, estate planning, tax planning, retirement planning and charitable giving. As a Behavioral Financial Advisor™, she focuses on integrating traditional finance practices with the emotion of investing by helping clients align their behavior with their overall goals. As a member of Simon Quick’s Financial Planning Committee, Ms. Mehlfelder helps to create a holistic and consistent client experience for the firm by providing tools, resources, guidance and knowledge across all disciplines of financial planning. Ms. Mehlfelder also sits on Simon Quick's Women@SQ Committee and Operating Committee. 

Prior to joining Simon Quick, Ms. Mehlfelder worked at other boutique financial advisory firms where she gained valuable experience monitoring client investments and spearheading strategic marketing efforts. She also spent time in the Private Investors Operations Group of BlackRock, Inc. where she was responsible for reconciling trades, creating metrics and training fellow employees. 

Ms. Mehlfelder earned a BS degree in Finance with a minor in Mathematics from The College of New Jersey. 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 2014 and is a member of the Chartered Alternative Investment Analyst Association. In 2021, she became a Behavioral Financial Advisor™.

Ms. Mehlfelder lives in Chester, NJ with her husband and two sons. In her leisure time, she enjoys spending time outdoors, traveling and supporting Cornerstone Family Programs. 

2020 Five Star Wealth Manager
Rankings Disclaimer

Call: 973-525-1027
Email: lmehlfelder@simonquickadvisors.com

LinkedIn

Read Blog Posts by Larissa: 

• Private Placement Life Insurance; A Powerful, Tax-Efficient Investment Solution
• Making Sense of Social Security 
• Medicare Open Enrollment Starts On October 15th. What Do You Need to Know?
• How to Freeze Your Credit
• Why I Became a Financial Advisor
• What Should You Do When You Turn 59 ½?
• Do You Have Multiple Retirement Plans – How to Consolidate and Maximize Returns
• The Role of Gifting in an Estate Plan
• 5 Ways to Achieve Financial Success in the New Year
• Behavioral Finance: How to Avoid Making Emotional Investing Decisions

Thomas Morr, CFP®, CAIA

Partner / Head of Client Advisory

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. Mr. Morr sits on the firm’s Operating Committee which is responsible for executing on Simon Quick’s vision and strategy.

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: 973-525-1047
Email: tmorr@simonquickadvisors.com

Read Blog Posts by Thomas:

• Why I Became A Financial Advisor
• Does It Make Sense To Pay Off Your Mortgage Early?
• How to Create a Family Philanthropy Plan
  
• Does New Jersey Have an Inheritance Tax?

Jessica Reale

Client Service Associate

Ms. Reale joined Simon Quick in December of 2022 and currently serves as a Client Service Associate. Her primary responsibilities include assisting the Client Advisory team with client onboardings, execution of documents, helping with client requests, and processing money movements. 

Prior to joining Simon Quick, Ms. Reale worked for a financial planning firm as a Client Associate. She supported two financial advisors and serviced over 300 clients. In her previous role, she gathered client information, helped with account openings, executed money movements, and responded to all client requests. In this position, she gained valuable experience in the financial planning field by serving clients and assisting other financial advisors while upholding the fiduciary standard.  

Ms. Reale graduated with a BBA in International Business and Finance from Stetson University. Here she also had the opportunity to study abroad in Madrid, Spain. Ms. Reale then went on to receive a Master of Science in Global Finance at Fordham University. While in college, Ms. Reale spent time at different Boys & Girls Clubs of America where she helped encourage a positive reading experience to children and accommodate their academic needs. Ms. Reale helped raise money for children that are unable to read and provided them with the resources to learn. In her spare time, she enjoys spending time with her dog and family, traveling and being outdoors. 

Lori Salerno

Vice President

Ms. Salerno joined Simon Quick in 2022 as a Client Service Associate. Her primary responsibilities include client onboarding, assisting with client requests, managing documents and subscription agreements, tracking transactions and account-related administrative duties.

Ms. Salerno started her career in the securities industry in 1996 at Gibraltar Securities (now RBC Wealth Management) where she became a Senior Client Associate. There she gained experience serving clients, maintaining documents, troubleshooting account issues, and developing the overall client relationship. She left RBC in 2008 to start Red Hook Management LLC as the VP of Client Relations. In this role Lori provided a high level of client service and demonstrated problem-solving skills as she addressed all account related activities for clients. Lori also reviewed the daily transactions in client accounts, reconciled trades, assisted on compliance matters, and managed QuickBooks for the firm. 

Ms. Salerno graduated from Ramapo College of New Jersey in 1995 with a B.A. in Fine Arts. While studying at Ramapo College, Lori was also a tutor for fellow students in the Division of Basic Studies-Academic Skills Center. Lori was Vice President of her sorority, Theta Phi Alpha and is a founding sister of her sorority chapter, Beta Sigma, on the Ramapo College campus. She remains involved with her alma mater and enjoys spending her free time in Cape May, NJ, traveling, baking, exercising, and spending time with family and friends.

Anthony Santoro, Esq.

Director / Client Advisor

Mr. Santoro joined Simon Quick in 2022 and currently serves as a Client Advisor. His expertise includes tax, executive compensation, estate planning and wealth transfer. Prior to Simon Quick, Anthony worked as an attorney, where he concentrated his practice on trust and estate planning and administration, representing owners of closely held businesses and principals of private equity funds. At Simon Quick, Anthony provides clients with holistic oversight and counseling at the intersection of law and finance. Mr. Santoro also sits on the Financial Planning Committee which is responsible for identifying financial planning opportunities and disseminating guidance to advisors at the firm. 

Mr. Santoro began his financial services career with Ayco, a Goldman Sachs financial planning focused firm. At Ayco, he supported the growing needs of high-net-worth individuals and their family offices. From there, he served as the Director of Financial Planning for an Upstate NY fee-based planning firm with more than $600M of assets under management. Most recently Anthony served as an Attorney in a Trust and Estates Law Firm and as a Partner and Family Office Director with their affiliated RIA. 

Anthony graduated with a BS from SUNY Albany and his Juris Doctorate from Albany Law School. He is a member of the New York State Bar Association and Financial Planning Association of Northeastern New York. Anthony is a volunteer with the Flora E. Kippins Foundation and enjoys hiking and skiing with his wife and two daughters. 

Read Blog Posts and Articles by Anthony:

• How to Lower Estate Taxes Using a Family Limited Partnership
• The Marriage of Trusts and Retirement Asset Planning in Modern Practice, New York State Bar Associaton: Elder and Special Needs Law Journal, Spring 2019.

Erin Slocum CFP^®

Vice President

Erin joined Simon Quick in 2022 as a Client Advisor. She works directly with high-net-worth individuals and families providing investment advice and financial planning services to help them achieve their financial goals.

Prior to joining Simon Quick, Erin worked at BNY Mellon Wealth Management where she where she provided financial planning and investment management services to high-net-worth individuals and families in the US and abroad.

Erin graduated from The George Washington University in 2008 with a BS in Economics. She earned her certification in financial planning at NYU School of Professional Studies and became a CERTIFIED FINANCIAL PLANNER™ in 2017. She serves on the board of the Financial Planning Association of Metro New York chapter where she is currently president and is involved in the membership and pro bono committees. Outside of work, Erin enjoys skiing, cooking, traveling, and spending time with family and friends.

Adam Steck, FPQP® 

Client Service Associate

Mr. Steck joined Simon Quick in November 2020 and currently serves as a Client Service Associate. 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. Adam is also a member of the Hiring Committee, where he helps to identify and interview new talent for the firm.

Prior to joining Simon Quick, Adam served as a 401(k) Specialist at JFL Total Wealth Management. While working there, he gained invaluable experience working with business owners and executive board members 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.

Read Blog Posts by Adam:

• November 2020 Employee Spotlight: Adam Steck

Vanessa Sullivan, FPQP® 

Director

Ms. Sullivan joined Simon Quick in March 2015 and currently serves as a Director of Client Service. 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: 973-525-1004
Email: vsullivan@simonquickadvisors.com

Read Blog Posts by Vanessa:

• How to Stay Sane While Working from Home

Adam Talmadge, FPQP®, SE-AWMA™

Client Advisory Analyst

Mr. Talmadge joined Simon Quick Advisors as a Client Service Associate in December 2019. His primary responsibilities include assisting with client documentation, custodial tasks, client requests/issues, and communication with third party providers.  Adam is also a member of the Employee Experience Committee, which aims to continuously improve the experience employees of the firm have at Simon Quick. 

Prior to joining full-time, Mr. Talmadge 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:  973-525-1005
Email: atalmadge@simonquickadvisors.com

Tom Trynin

Partner

Mr. Trynin became a Partner at Simon Quick in 2022 when his firm Red Hook Management merged with Simon Quick. He works directly with high-net-worth individuals and families providing investment advice and financial planning services to help them achieve their financial goals. Tom coordinates with his clients’ accountants and attorneys to execute on tax planning and generational wealth transfer strategies.

Mr. Trynin brings with him nearly 40 years of investment experience. He began his career at Morgan Stanley as a Bond Trader. In 1996 he became the President and Chief Executive Officer of PageNet Brasil Ltd. where he ran the company’s first international operation. In 2000, Tom shifted the focus of his career to consulting and real estate investment management, holding positions at Exim Partners Consulting, Millennium Partners, and Alliance Acquisitions. In 2012 Tom joined his longtime friend Bill Conger to help build out Red Hook Management, an independent investment advisory firm serving high net worth individuals for the next 10 years.

Mr. Trynin graduated from Yale University with a BA in Economics and Political Science and went on to earn an MBA from The Wharton School in Entrepreneurial Management and is a Series 65 license holder. Tom is actively engaged in fundraising for his alma maters and enjoys staying in touch with both alumni communities. Mr. Trynin has served as the Co-Chair of Project Morry’s Annual Gala for the past three years. Tom lives in Westfield, NJ with his wife Robin their daughter Sadie and their dog, Wiggle. In his free time, he enjoys staying fit, living a healthy lifestyle and is an avid golfer. 

Anders Velischek, CFP^®

Vice President

Mr. Velischek joined Simon Quick in July of 2016. As a Vice President on the client advisory team, he provides financial planning advice for high-net-worth individuals and families. Additionally, Mr. Velischek works with a number of endowments and foundations, guiding them on investment policy decisions and investment implementation. Prior to joining the Client Advisory team Mr. Velischek spent six months in the Simon Quick Analyst Training Program.

 Mr. Velischek graduated from Bucknell University with a B.S.B.A in Accounting and Financial Management. At Bucknell, he was a computer technician, 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 where he actively managed over $1.5 million of the university endowment. Mr. Velischek completed the Financial Planning Certificate Program at Fairleigh Dickinson University in September 2019 and became a CERTIFIED FINANCIAL PLANNER™ practitioner in December 2019.

Call: 973-525-1003
Email: avelischek@simonquickadvisors.com

Read Blog Posts by Anders:

• Four Charitable Giving Strategies for Affluent Families

Daniel Weitz, CFP®, CFA

Managing Director / Client Advisor / Principal

Mr. Weitz joined Simon Quick in 2011 and became a Principal in 2019. As a Managing Director and Client Advisor, his focus is on providing holistic investment and financial planning advice to high-net-worth individuals & families. Mr. Weitz currently sits on the firm’s Investment Committee and is a member of the firm’s Client Advisor Leadership Team.

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.

Mr. Weitz holds a B.S. in Psychology from the University of Maryland and an MBA in Finance from Rutgers Business School.  He became a CERTIFIED FINANCIAL PLANNER® practitioner in 2013 and a CFA charterholder in 2013. In his leisure time, Mr. Weitz enjoys playing golf and traveling.

Call: 973-525-1017
Email: dweitz@simonquickadvisors.com

Read Blog Posts by Dan:

• Till Death Do Us Part: Preparing for State Estate Tax
• Own a Business? Consider the Following...
• How Might Tax Reform Affect Your Estate Plan?
• Why I Became A Financial Advisor
• How to Start Estate Planning in a Few Easy Steps
• Maximizing Your Charitable Giving
• Case Study: How Simon Quick Helped Owners Decide to Sell a Family Business

Garrett Wells, CFP®

Associate

Mr. Wells joined Simon Quick in December of 2017. He is currently a vice president 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. Mr. Wells is a member of the Hiring Committee, where he helps to identify and interview new talent for the firm. 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: 973-525-1032
Email: gwells@simonquickadvisors.com

Read Blog Posts by Garrett:

• Can You Afford to Retire Early — and Are You Really Ready to Do So?
• What’s the Difference Between a Financial Advisor and a Broker?
  
  

Alex Weyrauch, CFP^®

Associate

Ms. Weyrauch joined Simon Quick in July 2018 after graduating from the College of the Holy Cross. Alex is currently an Associate 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. Ms. Weyrauch is a part of the Women@SQ Committee which is dedicated to helping enhance women's lives within the Simon Quick network, both personally and professionally, through education, engagement, and connection. 

Prior to joining the Client Advisory team, Alex spent six months in the Simon Quick Analyst Training program. She also completed the Financial Planning Certificate Program through Northwestern University and became a CERTIFIED FINANCIAL PLANNER® practitioner in 2022. 

Ms. Weyrauch 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 and a member of the college’s Leadership Academy for two years where she developed her leadership skills. Alex grew up in Basking Ridge, NJ, and enjoys running and golfing in her free time. 

Call:  973-525-1010
Email: aweyrauch@simonquickadvisors.com 

Breanna Zink

Client Service Administrator

Ms. Zink joined Simon Quick in July 2022 and currently serves as a Client Service Associate. Her primary responsibilities include assisting the Client Advisory team with onboardings, client requests, money movements, and communicating with third-party vendors. Breanna is also a part of the Employee Experience Committee which aims to continuously improve the experience employees of the firm have at Simon Quick.

Prior to joining Simon Quick, Ms. Zink worked as a Client Service Associate at another Registered Investment Advisory firm in Colorado. There, she gained a wide array of valuable experience in the financial planning industry while furthering her commitment to the fiduciary standard. 

Ms. Zink received a B.S in Finance and Accounting from the University of Colorado at Boulder. While at CU, Breanna was a member of the Financial Planning Club and the Women in Business Club. During Breanna’s leisure time, she enjoys spending time in the outdoors with family, friends, and her Border Collie Mila.