Gregory Chappell

Greg Chappell joined Simon Quick Advisors in July 2026 as Vice President, Client Service. His primary responsibilities include managing client onboardings, coordinating financial transactions, handling investment documentation, and assisting in client reporting. Greg also supports the Client Advisory team by collaborating with custodians and investment managers to streamline operations and enhance the overall client experience.

Prior to joining Simon Quick, Greg spent seven years with Northern Trust in the Trust Services division. His earlier career included key roles at Bessemer Trust and a 14-year tenure at Bank of America (1994-2008), where he focused on trust support and estate settlement.

Outside of work, Greg enjoys photography and spending time with Katherine, his companion of 30 years. He also loves visiting his daughter and her husband who are both lieutenant colonels in the U.S. Air Force, and his two grandsons, James and Eli, wherever their travels take them across the country.