Daniel Weitz, CFP®, CFA

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: [email protected]