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.
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.
Mr. Chaves started at Simon Quick in November of 2021, he’s responsible for corporate paralegal duties such as preparing and interpreting legal documents for review, approval, and use by the Director of Legal and Family Office Services. He provides transactional and other legal support, including the preparation of draft entity documentation, letters to clients, internal communications and presentations, and conducts legal research and analysis using various legal sources.
As an Associate of Family Office Services, Mr. Chaves also provides individual concierge services and support in various areas, including the purchase and sale of artwork, collectibles, aircraft leases and vacation homes. Fabiano also performs contract review and administrative legal duties as required.
Fabiano has extensive experience in the legal field. Prior to joining Simon Quick, he worked for both Lowenstein Sandler and Loeb, Block and Partners. He served in the US Army for seven years and has a Bachelor of Political Science degree in Legal Studies from Western Connecticut State University, a Paralegal Certificate from Boston University, and currently attends New York Law School in the evenings.
In his free time, he enjoys spending time with his wife and two boys, traveling and reading.
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.
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.
Mae joined Simon Quick in March of 2020 as a Vice President 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.
Director 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.
Read Blog Articles by Laura
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.
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.
Read Blog Posts by Tara
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.
Read Blog Posts by Michael:
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.
Read Blog Posts by Cristina: