When You Have a Trusted Team by Your Side

Wendy Chen

Finance Associate

Ms. Chen joined Simon Quick in May of 2023 as a Finance Associate on the Family Office Team. She is responsible for assisting the Finance and Operations Teams with the month-end close and financial statements process. Ms. Chen also reconciles investment activity and bank statements. Additionally, she assists in the Accounts Receivable (AR) and Accounts Payable (AP) process for various company entities and prepares quarterly investment valuations and cash projections.

Prior to joining Simon Quick, Ms. Chen worked on the Finance Team at a start-up company that provided catering services to businesses and organizations by partnering with local chefs and restaurants. In this role, she was responsible for AR/AP, reconciling daily cash flows, ad-hoc data projects, and month-end Profit & Loss analyses.

Wendy graduated Seton Hall University with a B.S. in Business Administration, concentrating on Accounting and IT Management. In her free time, she enjoys traveling, trying new restaurants, and laughing with friends and family.

Mae Hung, CPA

Vice President

Ms. Hung 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. Mae sits on the firm’s DEI Committee which aims to foster an environment of inclusion and promote diversity in the workplace. She is also a member of the Hiring Committee, where she helps to identify and interview new talent for the firm. 

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.

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

Mohsin Malik

Finance Associate

Mr. Malik joined Simon Quick in August of 2020. As an Associate on the Operations team, Mohsin’s responsibilities include reconciliation of client investment statements, preparation of client performance reports, daily oversight of reporting and operations, client invoices, and daily trading activity. 

Mohsin began his career at Prudential Financial. While at Prudential, Mohsin provided accounting, financial reporting, and recordkeeping support for PGIM’s investment portfolios supporting the various Insurance Companies. Prior to joining Simon Quick, Mohsin worked at SS&C Technologies within the firm’s Private Equity team. He was responsible for preparing financial statements, performance reports, and investor statements for one of the firm’s largest clients.

Mohsin graduated from Rutgers University with a B.S in Accounting and Management Information Systems. In his free time, he enjoys spending time with his family and participating in sports around his community.

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