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When You Have a Trusted Team by Your Side

The Return on Investment Goes Beyond the Balance Sheet

Family Office


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Belinda Bast

Vice President

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.


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Joan Botte

Associate

Joan Botte

Associate

Ms. Botte joined Simon Quick (formerly William E. Simon & Sons, LLC) in 2006. Her primary responsibilities include providing administrative support to the Director of Family Office Services which encompasses many diversified concierge services, including maintaining all corporate and family legal documentation; trust maintenance/estate planning; preparation of investor subscription agreements/accounts; preparation of corporate board meeting materials; assisting in the preparation of various disclosure filings and addressing client needs in a timely manner.

Joan has extensive experience in both the legal and financial services fields. Prior to joining William E. Simon & Sons, she worked for such companies as American Express and Cantor Fitzgerald. She has a Bachelor of Science degree in Business Management from St. Peter’s College.

In her leisure time, Joan enjoys spending time with her family and friends as well as traveling.

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Cheryl Brown, CPA

Director

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.

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Denni Cohen

Executive Assistant

Denni Cohen

Executive Assistant

Ms. Cohen joined William E. Simon & Sons in January, 2002 as Executive Assistant to Bill Simon, Jr. She is responsible for providing all aspects of administrative support which include: Managing Mr. Simon’s calendar, scheduling meetings, coordinating extensive travel, and handling accounts payable/receivable.

In her spare time, Ms. Cohen is an avid photographer and enjoys nature and the outdoors, attending live performances, and spending quality time with her family and her husband of 36 years.

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Natalie Fazendeiro

Executive Assistant

Natalie Fazendeiro

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.

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.

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Sweeney Kotturi

Associate

Sweeney Kotturi

Associate

Ms. Kotturi joined Simon Quick in June 2020 as a senior tax accountant. She is responsible for the preparation and maintenance of income and gift tax returns for high net worth individuals as well as various corporate, trust, and foundation tax returns.

Prior to joining Simon Quick, Sweeney built her experience as a generalist in tax and accounting services, having worked at CPA firms Withum and Friedman LLP. She engaged in different types of tax compliance work as well as learned to manage clients’ overall tax needs throughout the year. Sweeney also participated in training of new staff on basic accounting and tax preparation skills to help them build confidence in their new roles.

Sweeney graduated from Rutgers Business School in Newark, NJ with a B.S. in Accounting. She was a member of Rutgers Accounting Society and VITA, which provides volunteer income tax preparation services for elderly and low-income individuals.

In her free time, Sweeney enjoys entertaining and spending time with friends and family.


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Mae Hung, CPA

Associate

Mae Hung, CPA

Associate

Mae joined Simon Quick in March of 2020 as an Associate in Family Office Accounting Services.  She is responsible for maintaining daily cash activities, processing accounts payable and receivable, recording and reconciling bank and brokerage activity, and providing cash flow projections.  She also performs the month-end close and prepares financial statements for the firm and other entities.  

Prior to joining Simon Quick, Mae worked in the Family Office Services department at Untracht Early LLC for 7 ½ years where she managed the outsourced accounting functions and financial statement preparation of high net worth individuals and their families, closely held businesses, private foundations, and hedge fund management companies.

Mae has a BS in Accounting and a MAccy in Financial Accounting from Rutgers University.  She is a licensed CPA and a member of the New Jersey Society of Certified Public Accountants (NJCPA).  In her leisure time, Mae enjoys crafting, dining out, and spending time with her family and friends.

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Beth Kuhn

Associate

Beth Kuhn

Associate

Beth joined Simon Quick (formerly William E. Simon & Sons) in July of 1995 as an accountant. She is responsible for preparing asset, liability, and capital account entries and documenting financial transactions. Ms. Kuhn also prepares balance sheets, profit and loss statements, and summarizes financial account statuses. Beth continuously guides clerical accounting staff by coordinating activities and answering questions as well as reconciling financial discrepancies.

Ms. Kuhn has experience in accounts payable/receivable and preparing special financial reports. Beth has continually contributed to the team by answering accounting procedure, policy, and regulatory questions. Ms. Kuhn holds herself to a high degree of confidentiality throughout her dealings with financial information and places a high value on maintaining customer confidence.

In her spare time, she loves to spend time with her husband Brian and daughters Jessica and Jamie.

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Laura LaVecchia, CPA

VP of Finance

Laura LaVecchia, CPA

VP of Finance

Laura joined Simon Quick in April 2021 as the Vice President of Finance. In this role, she is responsible for assisting the CFO with the oversight of the financial operations, including long-range strategic planning, budgets, audits, tax and other financial activities of the firm. She is also responsible for the oversight of the family office services, ensuring optimal client service that helps individuals and their families achieve their financial objectives by building and preserving wealth.

Prior to joining Simon Quick, Laura worked at Verizon for 5 years, holding leadership positions in various aspects of finance and strategic planning. Laura spent the first 11 years of her career working at a mid-sized public accounting firm, where she specialized in providing various tax and accounting services to closely held businesses and high-net-worth individuals.

Laura 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, Laura enjoys spending time with her family and friends, dining out, and attending country music concerts.


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Adelina Lifrieri

Vice President / Principal

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 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.

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Tara Maher

Director of Legal and Family Office Services

Tara Maher

Director of Legal and Family Office Services

Ms. Tara Maher is the Director of Legal and Family Office Services at Simon Quick. Ms. Maher is responsible for transactional, compliance, and operational support, and implements and administers estate planning and wealth management strategies. She works closely with internal and external investment, outside counsel, client advisory, tax, and cash management groups to ensure that all transactions and wealth management decisions are made in a way that addresses legal, tax, estate planning and generational issues simultaneously. In addition, Ms. Maher oversees a multi-family real estate portfolio, including strategic development, staff management and budgeting.  

As Director of Family Office Services, Ms. Maher also provides individual concierge services including the purchase and sale of artwork, collectibles, aircraft leases and vacation homes. She also prepares and supervises the completion of a variety of regulatory filings and financial disclosure reports.

Prior to joining Simon Quick Advisors, LLC, Ms. Maher was Chief of Staff for the Legal Department at E*TRADE Financial Corporation and Senior Litigation Paralegal for O’Melveny & Myers LLP in their New York and Washington, D.C. offices.

Ms. Maher received her Bachelor of Arts degree from the University of Virginia and a professional Master Certificate in Commercial Contracts Management from Villanova University.  Ms. Maher is a modern and contemporary art enthusiast, enjoys live comedy, and road trips with her rescue pup, Skippy.


 

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Stephanie Miranda

Associate

Stephanie Miranda

Associate

Stephanie joined Simon Quick in July 2020 and currently serves as a senior accountant. Her primary responsibilities include performing month end close, reconcile reconciling internal accounts, journal entries, and issuing financial statements in QuickBooks for investment holding entities and foundations. 

Prior to joining Simon Quick, Stephanie spent three years as a staff accountant at P.A. Aquino & Co., PC, in Clifton. There, she was responsible for the maintenance of accounting records, preparation of monthly financial reports for multiple companies, and preparing annual federal and state local tax returns.

Stephanie graduated from Montclair State University in Montclair, NJ with a B.S. in Accounting. While at Montclair State University, Stephanie was a member of the Montclair State Accounting Society and VITA, which is a program offering free basic tax return preparation to qualified individuals. Lastly, in her leisure time, she enjoys spending time with her family, friends, and especially her pup, Tyson. 


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Michael T. Oliveri

Chief Financial Officer / Principal

Michael T. Oliveri

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.

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.

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Cristina Puleo

Vice President

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.

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.

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