Meet the Simon Quick Client Advisory Team

Belinda Bast

Vice President

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.

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 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.

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

Cameron Brooks

Analyst

Mr. Brooks joined Simon Quick in January 2022 and is an Analyst  on the Client Advisory team. He supports the Partners and Advisors in creating financial plans, executing investment plans, and communicating with clients.

Prior to joining Simon Quick full-time, Cameron was in the Analyst Training Program at the firm, shadowing Client Advisors and learning about the firm’s financial planning process and daily functions. Mr. Brooks also completed an internship at Simon Quick  in 2022 where he assisted with service requests, modeling, and forecasting.

Cameron graduated from Fairleigh Dickinson University in May 2023 and graduated with a B.S. in Finance with a minor in accounting. During his time at Fairleigh Dickinson, he served as a Resident Assistant, volunteered as a coach for the Parsippany Police Athletic League (PAL), and participated in intermural sports. Cameron is currently pursuing his MBA in Finance. In his free time, he enjoys hiking and traveling.

Cheryl Brown, CPA

Director

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.

Michael Cerenzia

Client Service Associate

Mr. Cerenzia joined Simon Quick Advisors in April 2024, and currently serves as a Client Service Associate. His 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 Mr. Cerenzia was a Property Management Intern at Keystone Real Estate Group.

Mr. Cerenzia graduated from Pennsylvania State University with a BS in Finance and a certificate in Real Estate Analysis & Development.  While at Penn State he was the Philanthropy Chairman of his fraternity, Pi Kappa Phi. In this role he oversaw all fundraising efforts for the fraternity, including THON™, the largest student-run philanthropy event in the world, and Michael was afforded the opportunity to dance in THON™ Weekend’s dance marathon. In his free time, he enjoys golfing, traveling, and cheering for the New York Yankees and the Penn State Nittany Lions.

Maritza Chow Young

Director / Client Advisor

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

Client Service Associate

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.

Kyle Cunningham

Director

Mr. Cunningham joined Simon Quick Advisors in August of 2024 as a Director on the Family Office team.   In this role, he is responsible for assisting high-net-worth clients with tax analysis and strategic planning.

Prior to Joining Simon Quick, Mr. Cunningham began his career with Ayco, a Goldman Sachs Company where he specialized in the tax preparation of Individual Income tax returns for high-net-worth clients. Following his time at Ayco, he joined KFG Tax Services, LLC, a local tax firm in Albany, NY where he served as the Tax Director. In this role, he worked with the financial counseling team and clients on tax analysis and tax planning. Additionally, he worked on a wide range of tax returns for individuals and their entities.

Mr. Cunningham graduated from Pace University with a B.B.A. in Public Accounting and is currently an Enrolled Agent with the Internal Revenue Service. In his free time, he enjoys spending time with his wife and two daughters.

Stephen DeLargy Jr., CFP®

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, CPA, CFP®

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 of 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 / Client Advisor / Principal

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 Nardin, FPQP® 

Senior Client Service Associate

Ms. Nardin joined Simon Quick in December 2020 and currently serves as a Senior Client Service Associate. Her primary responsibilities include overseeing client onboardings, executing investment documents, and coordinating money movements. Serving as a key point of contact, Jessica gives clients personalized attention, addresses client inquiries, and executes complex transactions while ensuring compliance with regulatory requirements and internal policies. As a Senior Client Service Associate, Jessica takes on responsibilities aligned with the organization’s goals and values, often working with custodians, investment managers, and other groups to streamline and consolidate processes to deliver the best possible client experience. 

Ms. Nardin 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 Simon Quick, Ms. Nardin 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. Nardin 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.

Natalie Fazendeiro

Senior Executive Assistant

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. Natalie 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 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.

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:

• Estate Planning in Colorado: How to Get Started 
• 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 PLANNER™ 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:

• Estate Planning in Colorado: How to Get Started
• 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

Jeremy Ghaly

Associate

Mr. Ghaly joined Simon Quick in April of 2022 as a senior accountant.  Working within the family office team, he performs daily accounting functions on behalf of clients such as bill pay and account reconciliations.  Periodically, he prepares client financial statements and proforma reports.  He also supports the team with additional duties relating to accounts receivable, tax, and audit work. 

Prior to joining Simon Quick, Mr. Ghaly spent a year and a half working as part of a small CPA firm specializing in audit and tax preparation services for condominium and homeowners’ associations.  There he developed a strong understanding of general ledger accounting and financial statement preparation as he performed tests to confirm the accuracy of client records, made any necessary adjustments, and wrote notes explaining the financial reports.  Previously, following graduation, he worked for three years as a staff accountant within the accounts receivable and operational accounting department at Canon Financial Services.

Mr. Ghaly graduated from Rutgers University with a B.S. in Accounting and later received his CPA license from the State of New Jersey.  In his free time, Jeremy enjoys soccer, golf, music, hiking, and spending time with family.

Andrew Haggerty, FPQP® 

Analyst

Mr. Haggerty joined Simon Quick in December of 2021. He currently serves as an Analyst on the Client Advisor team where he assists in providing high-net-worth clients with investment and financial planning services. In his role, he coordinates communications and prepares investment performance reports for clients.

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 serving high-net-worth clients while working under multiple senior advisors.

Mr. Haggerty graduated from Rowan University with a BS in Finance. Andrew 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 golfing, snowboarding, and rooting for the New York Mets and Liverpool Football Club.

 

Brian Hipwell, CFP®

Vice President / Client Advisor

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 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.

Laura LaVecchia, CPA

Managing Director of Finance & Family Office Services

Ms. LaVecchia joined Simon Quick in April 2021 to manage the Family Office team. She and her team are responsible for delivering accounting, treasury, tax, and administrative services to our ultra-high-net-worth clients and their families. Passionate about delivering an exceptional client experience, Ms. LaVecchia, and her team work closely with the Client Advisor team to ensure clients achieve their financial goals. Ms. LaVecchia is also responsible for assisting the CFO with the oversight of the firm’s financial operations, including long-range strategic planning, cash flow, budgets, audits, tax, and other financial activities of the firm. In addition to her daily responsibilities, she serves on various task forces and committees of the firm aimed at continual improvement and professional growth. In all aspects of her role, Ms. LaVecchia focuses on implementing and leveraging technologies, creating successful processes, and employing best practices.

Ms. LaVecchia began her career in public accounting, spending eleven years at WilkinGuttenplan working with closely held businesses and high-net-worth individuals. During her tenure, she specialized in providing tax compliance, tax planning, financial reporting, audit, assurance, due diligence, and other consulting services. She was also actively involved in administrative and operational areas of the firm and contributed to the development of the firm’s staff via training and mentorship. Following her time with WilkinGuttenplan, Ms. LaVecchia joined Verizon, where she worked as an Associate Director for five years. While there, she held roles in corporate finance, strategic planning, and enterprise risk management. Serving as a trusted advisor, she worked across all levels of the enterprise, reporting her findings and recommendations to senior executives.

Ms. LaVecchia 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, Ms. LaVecchia enjoys spending time with her two children.

Read Blog Articles by Laura

• How to Start a Family Office
• Tax Savings and Sustainability Through In-Kind Philanthropy

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.

Adelina Lifrieri

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 is also a part of the Women@SQ committee which is dedicated to educating and enhancing the personal and professional lives of women in the Simon Quick network.

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.

Gilda Lovera

Associate

Ms. Lovera joined Simon Quick in April 2024 as a Senior Accountant. She works directly with and provides a high-level of personal financial services to high-net-worth individuals and families with the utmost confidentiality. Her responsibilities include issuing financial statements for investment holding entities, trusts, and foundations. Ms. Lovera is responsible for account reconciliations, accounts receivable, accounts payable, and daily accounting transactions. Additionally, she assists in annual financial audits and reviews annual budgets.

Prior to joining Simon Quick, Gilda held an Accounting Staff position at Cipolla Financial Advisors LLC in Franklin Lakes, New Jersey. In this role, she performed monthly bank reconciliations and general ledger account analyses for various individuals, entities, and trusts. She created quarterly financial reports and processed payroll. She also prepared and filed tax returns for individuals, corporations, and partnerships.

Gilda graduated from Montclair State University with a B.S. in Accounting and minor in Psychology. In her free time, she enjoys reading, going to concerts, playing video games, and spending time with family and friends.

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

Tara Maher, FPQP® 

Director of Legal and Family Office Services

Tara Maher joined Simon Quick in 2020 as Director of Legal and Family Office Services. Ms. Maher acts as a proxy/liaison/agent for our ultra-high net worth clients regarding lifestyle matters such as the purchase and sale of artwork, collectibles, general contract negotiations, and various real estate transactions. She also works closely with tax experts and legal counsel to complete a variety of regulatory filings, corporate governance, and financial disclosure reports. She is responsible for transactional, compliance, and operational support, and implements and administers estate planning and wealth management strategies alongside the Client Advisory Team. She collaborates with teams both internally and externally to ensure that transactions and wealth management decisions are made with consideration of the potential legal, tax, estate planning, and generational outcomes. Additionally, Ms. Maher oversees a multi-family real estate portfolio, including strategic development, third-party oversight, and budgeting. 

Ms. Maher is part of the Simon Quick Women@SQ Committee, which focuses on enhancing the personal and professional lives of female clients and business partners. Prior to joining Simon Quick Advisors, LLC, Ms. Maher was a senior litigation paralegal in the New York and D.C. offices of O’Melveny & Myers LLP and Chief of Staff for the Legal Department at E*TRADE from Morgan Stanley in Arlington, VA.

Ms. Maher received her Bachelor of Arts in History from the University of Virginia and a professional Master Certificate in Commercial Contracts Management from Villanova University.  In 2022, she received her Financial Paraplanner Qualified Professional (FPQP®) designation. Ms. Maher holds dual citizenship in the US & EU. She enjoys traveling, cooking, and reading in her spare time.  

 

Read Blog Posts by Tara

• Tax Savings and Sustainability Through In-Kind Philanthropy

Jordan Maly, FPQP® 

Associate

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 and she has over 20 years of wealth management experience. Lisa is passionate about financial planning and working with individuals and families to create a plan that incorporates their goals and values. Lisa also specializes in working with women going through life transitions such as a divorce, widowhood, or retirement. Ms. Manzolillo serves as the 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, Lisa worked as a financial advisor at Morgan Stanley and UBS where she provided financial planning and investment management services to high-net worth individuals and families. She began her career in 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 Bachelor of Science in Accounting and earned an MBA with a finance concentration from Fordham University. She became a CERTIFIED FINANCIAL PLANNER™ practitioner in January 2008 and in 2017, Lisa became a Certified Divorce Financial Analyst (CDFA). In 2021, Ms. Manzolillo was made a principal of the firm in recognition of her hard work and dedication.

Outside of work Lisa is the proud mother of two children and enjoys paddle tennis, pickle ball, downhill skiing, and water skiing.

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?

Kristin McCamish Bell, CFA, CFP^®

Director, Southeast / Client Advisor  / Principal

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

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®

Senior Managing Director / Client Advisor / Principal

Mr. McGurren, a Principal since 2021, joined Simon Quick in 2019. Currently serving as a Senior Managing Director and Client Advisor, Mr. McGurren specializes in assisting highly driven, successful entrepreneurs, professionals, corporate executives, business owners, and wealthy families. His expertise spans across investment management, financial planning, taxation, accounting, and corporate advisory services. Mr. McGurren is also a member of the firm’s Investment Committee which oversees investments on behalf of the organization.

Mr. McGurren’s background includes experience in public accounting, with a special emphasis on tax and financial planning for the wealthy. He also served as a Managing Director and member of the senior leadership team at a New York City-based Registered Investment Advisor. Mr. McGurren has a highly personalized approach to client relationships and his experience gives him the breadth of knowledge needed to lead a team of professionals who can provide the individuals and families we serve with  exceptional services.

Mr. McGurren earned a B.S. in Accounting from Fordham University in 1980. He is a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER® professional. In his free time, Mr. McGurren enjoys spending time with his family and traveling.

Phone: (646) 668-3522
Email: JMcGurren@simonquickadvisors.com

Read Blog Posts by James:

• 1031 Exchanges: What they are and how to get started
• 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®, 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. 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®

Managing Partner / Head of Client Advisory

Thomas Morr joined Simon Quick in 2012 and is currently a Managing Partner and the Head of Client Advisory. Mr. Morr brings extensive expertise to his role overseeing Simon Quick and the Client Team. He ensures that the firm’s  Advisors, Associates, Analysts, and Client Service Associates deliver unparalleled service to the firm’s clients. Collaborating closely with all departments, he spearheads initiatives to enhance operational efficiency and implements cutting-edge processes and technologies to elevate the client experience. In his capacity as a Client Advisor, Tom provides strategic counsel to high net worth individuals, families, endowments, and foundations, guiding them in wealth management, financial planning, and investment strategies tailored to their unique objectives. Mr. Morr’s leadership also extends to the firm's Executive Committee, where he plays a pivotal role in executing Simon Quick's vision and strategy.

Mr. Morr’s passionate dedication to leadership is a cornerstone of his approach at Simon Quick, inspiring a culture of excellence and continuous improvement throughout the organization. His emphasis on mentorship and professional development empowers team members to reach their full potential, fostering a collaborative environment where innovative ideas thrive. His philosophy not only strengthens internal cohesion, but also enhances the firm’s ability to adapt and excel in an ever-evolving financial landscape. This ensures that Simon Quick remains at the forefront of industry innovation and client service excellence.

Mr. Morr’s credentials underscore his dedication to professional excellence. He completed Bryant University's Program for Financial Planners and attained the CERTIFIED FINANCIAL PLANNER™ designation in 2016. He holds a B.A. in History with a minor in Business from Siena College, where he excelled as the goalie on the nationally ranked lacrosse team. Mr. Morr remains deeply connected to his alma mater, serving on the school's Board of Advisors and the Siena Lacrosse Alumni Network (SLAN). He helps foster invaluable connections between current student athletes and alumni to support their transition into post-graduate life.

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?

Michael T. Oliveri

Senior Managing Director / 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. Michael sits on the firm’s Operating Committee which is responsible for executing on Simon Quick’s vision and strategy.

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.

Read Blog Posts by Michael:

• How to Start a Family Office
• What I’ve Learned In My 30 Years Working For A Family Office
• February 2020 Employee Spotlight

Cristina Puleo

Vice President

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. In addition to her role as the senior tax accountant, Cristina is also involved in the Employee Experience Committee which aims to continuously improve the experience employees of the firm have at Simon Quick.

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.

Read Blog Posts by Cristina:

• December 2019 Employee Spotlight

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:

• Countdown to Gift and Estate Tax Exemptions: How to Navigate the Impending Sunset
• The Simon Quick Guide to Private Aviation
  
• 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 Association: Elder and Special Needs Law Journal, Spring 2019.

Alyssa Satriano

Associate

Ms. Satriano joined Simon Quick in June 2024 as a Senior Accountant on the Family Office team. She is responsible for month-end close processes and preparing financial statements, account reconciliations, cash projections, and accounts payable/receivable for family office clients.

Prior to joining Simon Quick, Ms. Satriano worked at Crum & Forster as an Accountant and a Senior Internal Auditor where she prepared journal entries and account reconciliations and maintained SOX documentation and test work. Ms. Satriano then joined Goldman Sachs as a Compensation Accounting Associate where she calculated monthly accruals, prepared budgets and projections, and prepared various ad hoc analyses and reports for employee share-based awards, salaries, bonuses, and more.

Ms. Satriano graduated from Monmouth University with a B.S. in Business Administration, in Accounting with a minor in Information Technology.  She continued her education at Seton Hall University, where she obtained her Master of Business Administration with a concentration in Information Technology Management. In her free time, she enjoys traveling, working out, reading, and spending time with family and friends. 

 

Erin Slocum CFP^®

Vice President / Client Advisor

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.

Glenda Smithson-Rich

Administrative Assistant 

Ms. Smithson-Rich joined Simon Quick in January of 2023 as an Administrative Assistant, reporting directly to the Director of Legal and Family Office Services. Her primary responsibilities include all aspects of administrative support including digital file maintenance, proofreading, calendar management, notarizing forms, light drafting of template form letters or other documents related to financial transactions and estate planning.

Ms. Smithson-Rich brings with her over 16 years of administrative support and paralegal experience with a specialty in Trusts and Estates. Prior to joining Simon Quick, Ms. Smithson-Rich was a paralegal at Tarter, Krinsky and Drogin in their Manhattan office. Previously, she worked at the law offices of Thomasina Thornton where she served as a paralegal for 3 years providing administrative support and assisting in the preparation of estate planning documents.

Glenda lives in Montclair, NJ and has a grown son whom she is extremely proud of. She volunteers with the Literacy Volunteers of America. She participates every October in the Walk to End Alzheimer’s event in Washington, DC. She is also the Women’s Division district leader in her Buddhist organization. She loves to sing, read, and spend time with friends and family.

Adam Steck, FPQP® 

Senior Client Service Associate

Mr. Steck joined Simon Quick in November 2020 and currently serves as a Senior Client Service Associate. His primary responsibilities include overseeing client onboardings, executing investment documents, and managing the intricacies of money movements. Serving as a key point of contact, Adam provides clients with personalized attention, addresses client inquiries, and executes complex transactions while ensuring compliance with regulatory requirements and internal policies. As a Senior Client Service Associate, Adam takes on responsibilities aligned with the organization’s goals and values, often working with custodians, investment managers, and other groups to streamline and consolidate processes to deliver the best possible client experience.

Mr. Steck sits on Simon Quick’s Hiring Committee which is committed to finding talented candidates, who align with Simon Quick’s culture, for open roles at the firm. Prior to joining Simon Quick, Adam served as a 401(k) Specialist at JFL Total Wealth Management. While working there, he gained invaluable experience working with business owners and executive board members. His primary responsibilities included helping run their corporate retirement plans efficiently, maximizing the value of the plan to the entire company, and working with administrators to meet important deadlines.

Mr. Steck graduated Cum Laude from Ramapo College of New Jersey in 2017 with a B.A. in Business Administration and a concentration in Finance. While at Ramapo, Adam was an active member of the Student Government Association, Allocations Committee, and the Advisory Council to the Dean of the Anisfield School of Business. Adam also held the leadership position of Vice President in his fraternity, Kappa Sigma. Adam enjoys spending his free time watching Liverpool, golfing, skiing, playing soccer, and participating in fitness events.

Read Blog Posts by Adam:

• November 2020 Employee Spotlight: Adam Steck

Vanessa Sullivan, FPQP® 

Director / Head of Client Service / Principal

Vanessa Sullivan joined Simon Quick in 2015 as Simon Quick’s inaugural Client Service Associate. Today she is a Director and Head of Client Services, leveraging her exceptional leadership skills to manage a best-in-class team. Vanessa oversees all facets of the firm's Client Service team, ensuring the delivery of high-touch client service. Collaborating closely with other departments, she spearheads initiatives to enhance efficiency and implement innovative processes and technologies to elevate the client experience.

Vanessa is instrumental in driving the firm's growth initiatives while maintaining a steadfast commitment to exceptional service and client satisfaction. As a member of the Client Advisor Leadership Team, she advocates for employees, provides guidance, and fosters a positive work environment for personal and professional growth, all while upholding the firm's Core Values. Through effective management and leadership, Vanessa prioritizes client service excellence, refines processes, and fosters collaboration to nurture enduring client and employee relationships. Vanessa is passionate about inspiring and leading the team in alignment with the firm’s mission and values.  

Ms. Sullivan holds a B.A. in Psychology from Southern Connecticut State University and is a Financial Paraplanner Qualified Professional™. Outside of work, she is a published author, sports fanatic, and avid traveler.

Call: 973-525-1004
Email: vsullivan@simonquickadvisors.com

Read Blog Posts by Vanessa:

• Protect Your Finances: Our Guide to Preventing Fraud and Financial Loss 
• How to Stay Sane While Working from Home

Adam Talmadge, FPQP®, SE-AWMA™

Client Advisory Analyst

Mr. Talmadge joined Simon Quick in December of 2019. Adam is an Analyst on the Client Advisory Team. He is responsible for supporting Partners and Client Advisors with financial planning for clients, implementing investment plans, and coordinating client communications. He is also a member of the Employee Experience Committee, which aims to continuously improve the experience of employees at Simon Quick.

Prior to joining full-time, Mr. Talmadge interned for Simon Quick during the summer of 2017. After graduating, Adam became a Client Service Associate where he supported the Client Advisory team with client onboardings, execution of documents, client requests, and processing money movements.

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. Adam became a Financial Paraplanner Qualified Professional^SM in 2018 and a Sports & Entertainment Accredited Wealth Management Advisor^SM in 2023. He enjoys playing volleyball and hockey in his spare time. Adam is also an avid Buffalo Bills and St. Bonaventure Basketball fan. 

Phone:  973-525-1005
Email: atalmadge@simonquickadvisors.com

Tom Trynin

Partner / Client Advisor

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. 

Grace Urbano

Client Services Associate

Ms. Urbano joined Simon Quick in May 2022 and is a Client Service Associate at Simon Quick. In this capacity, she assists with client onboardings, account openings, financial transactions, and client inquiries.

Grace joined Simon Quick full-time in July 2023 through the Analyst Training Program, gaining an understanding of the organization’s functions and departments. Prior to this, she interned with the firm in the summer of 2022, learning about financial planning and investments. She returned in the fall of 2022 interning in the Operations department and gaining experience in reporting technology.

Ms. Urbano graduated from Providence College with a Bachelor of Science in Business Management and a Bachelor of Arts in Sociology. At Providence College, Ms. Urbano was a part of the Women in Business Club and studied abroad in Barcelona, Spain. In her free time, Ms. Urbano enjoys spending time with friends, traveling, cooking, and is an avid New York Rangers fan.

Anders Velischek, CFP^®

Vice President / Client Advisor / Principal

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:

• Teaching Financial Responsibility: A Guide for Parents & Grandparents 
• Four Charitable Giving Strategies for Affluent Families
• How to Create a Goals-Based Investing Plan

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:

• The Overlooked Power of Asset Location in Investment Strategies 
• 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®

Vice President / Client Advisor / Principal

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:

• Teaching Financial Responsibility: A Guide for Parents & Grandparents
• 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?
• Maximize Your Charitable Impact: Tax Strategies for Charitable Giving
  
  

Breanna Zink

Client Service Associate

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.