Meet the Simon Quick Investments Team

Our Investments Team

Investments

Paige Canavan, CAIA

Vice President

Ms. Canavan joined Simon Quick in June of 2015 and is a member of the Investments Team. Paige is responsible for monitoring existing investments both from a quantitative and qualitative perspective across traditional equity, fixed income and alternative strategies. Additionally, she participates in manager due diligence calls and visits on a regular basis. Paige is also responsible for analyzing new investment opportunities. Prior to joining the Investment Research Team, Paige was an analyst on the Client Advisory team and spent six months in the Simon Quick Analyst Training Program.

Ms. Canavan graduated Cum Laude from Fairfield University in May of 2014 with a B.S. in Finance. She spent her entire junior year studying at The London School of Economics and Political Science in London, UK. She is a CAIA charterholder since 2018 and member of the Chartered Alternative Investment Analyst Association. While at Fairfield, she was the Logistics Chair for St. Jude’ Up ‘til Dawn, a fundraiser for the children’s research hospital.

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The Evolution of Secondaries and the Growing Opportunity Set in Private Market

Joseph Jedziniak, AIF®

Director / Head of Trading

Joseph Jedziniak, AIF®

Director / Head of Trading

Mr. Jedziniak has been a member of the Investments Team at Simon Quick since January 2023. He is responsible for the firm’s trading activity while managing the trading processes and policies. Mr. Jedziniak is also responsible for developing and maintaining the firm’s custodial relationships.

Previously, Mr. Jedziniak was a member of the Operations team since starting in May 2014, when he joined Simon Quick on a full-time basis. He was responsible for daily trading activity, custodial relationship management, cybersecurity, and compliance. Prior to joining Simon Quick, Mr. Jedziniak worked for a logistics management company. There, he gained exposure to all levels of financial analysis and accounting. In 2017 he successfully completed the Center for Fiduciary Studies Program to earn the Accredited Investment Fiduciary (AIF®) designation.

Mr. Jedziniak graduated from York College of Pennsylvania in the spring of 2012 with a B.S. in Finance and a minor in Economics. While at York College, Mr. Jedziniak helped to found the fraternity Kappa Delta Phi, where he served as Vice President for two years. He also was a Captain for the Relay for Life in 2010 and 2011. In his free time, he enjoys spending time with his family, CrossFit, reading, and cooking.

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Cybersecurity Threats And 7 Steps to Protect Your Personal Information

Taran Krishnan

Associate

Taran Krishnan

Associate

Mr. Krishnan started with Simon Quick Advisors in February 2021, following his graduation from Johns Hopkins University. As an Associate on the Investments Team, Taran conducts quantitative and qualitative due diligence on current and potential investments. Taran helps the research team to execute top-down analysis of a variety of asset classes and investments, including equities, fixed income, and alternative strategies. He participates in calls with potential and existing managers and monitors the performance of current investments as well as the general market. Additionally, Taran is a member of the Employee Experience Committee which aims to continuously improve the experience employees of the firm have at Simon Quick.

At Johns Hopkins University, Taran received a bachelor's degree in International Studies and Economics with a minor in Financial Economics. On campus, Mr. Krishnan was a member of the Marshal L. Salant Investment Team; a student-run investment fund that supported the Johns Hopkins endowment and financial aid fund. Taran was also programming chair of the Milton S. Eisenhower Symposium, an organization that brought notable speakers such as Bernie Sanders, Hasan Minhaj, and Jim Acosta to the Hopkins campus. Taran was a member of intramural soccer and futsal teams, and he still enjoys playing and watching soccer in his free team.

AJ Loughry, CFA

Vice President

AJ Loughry, CFA

Vice President

Mr. Loughry joined Simon Quick in the summer of 2018 following his graduation from St. Bonaventure University. As a Vice President on the Investments Research team, he is responsible for the monitoring of previous investments, as well as quantitative, qualitative, and operational due diligence on a variety of new investment opportunities. AJ frequently participates in meetings and calls with prospective and existing managers. Lastly, Mr. Loughry is a member of the Hiring Committee, where he helps to identify and interview new talent for the firm.

At St. Bonaventure University AJ received bachelor degrees in Finance and Accounting, graduating Summa Cum Laude. During his time at St. Bonaventure, AJ was a manager of SIMM, a student-run investment fund with a portfolio of over $300,000. Mr. Loughry was also involved with two service organizations on campus, Bona Responds and Bona Buddies. Lastly AJ played on his school’s club basketball team, and still enjoys playing in his free time today.

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Christopher B. Moore, CFP®

Managing Partner

Christopher B. Moore, CFP®

Managing Partner

Mr. Moore helped found Simon Quick Advisors in 2004, and is a Managing Partner of the firm. Chris Chair’s the Executive Committee, which is responsible for the firm’s vision, mission, strategy, and operations. The Committee is also accountable for the organization’s performance, and the achievement of business goals, while maintaining alignment with its core values. He is also Chair of the Investment Committee, which oversees investment matters, including market research, asset allocation, risk management, investment manager due diligence, and portfolio implementation and monitoring. He has over 20 years of experience working with clients, and developing his expertise in the areas of investments, taxes, insurance, and estate planning for a comprehensive approach to wealth management.

From 2014 through 2022, he served as the Chief Investment Officer at Simon Quick, responsible for the development of the firm’s Market Outlook and approach to asset allocation. Prior to that, Chris served as the Head of Research, responsible for the diligence process across private equity, real estate, venture, hedge fund, and traditional investment strategies. He began his career in the financial services industry working for Aon Risk Services as a licensed Property & Casualty insurance producer, servicing middle to large market corporations in the Northeast. He has participated in many speaking engagements, and has been interviewed by CNBC, Bloomberg, The Wall Street Journal, and The New York Times.

Mr. Moore is a CERTIFIED FINANCIAL PLANNER™ practitioner, and earned an MBA from Columbia Business School, where his studies were concentrated in finance and investments. He graduated with a BA from the College of the Holy Cross, where he majored in Mathematics and minored in Computer Science. He is an Advisory Board Member for Bow River Capital Partners, a private equity firm based out of Denver, CO and Valor Capital Group, a Brazil focused Venture Capital firm, with offices in New York and Brazil. He is also an active participant in, and former Board Chair of, the NJ chapter of the Young Presidents’ Organization (YPO) – one of the world’s premier leadership organizations. In 2017, he was named a 40 Under 40 award winner by NJBIZ, as one of the best and brightest in the Garden State’s next generation of business leaders. Most recently, he became an Investor In Residence for the Benjamin Graham Value Investing Program at the UCLA Department of Economics.

In his spare time, Chris enjoys spending time with his wife and three children, especially when that also involves travel, golf, skiing, hiking, and coaching youth sports.

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Leslie C. Quick III

Managing Partner

Leslie C. Quick III

Managing Partner

Mr. Quick founded Simon Quick in 2004. He began his career in 1975 as the fourth employee of Quick and Reilly Inc., the first New York Stock Exchange (NYSE) member to offer discount stock brokerage to the investing public. During his 28 years with the firm, he served in many capacities. He was a key member of the management team that built the branch network, started and grew a major clearing firm, acquired and ran a major NASDAQ market making firm, made many acquisitions of NYSE specialist firms and built one of the industry’s first electronic internet trading platforms. Mr. Quick was the company liaison for Quick and Reilly in 1983 when it offered stock to the public and became listed on the NYSE. Mr. Quick completed his tenure as Chairman of Fleet Securities, Inc. in 2003 after Fleet Bank had acquired Quick and Reilly Group, Inc. in 1998.

Mr. Quick has served on many industry boards and committees, including the NYSE Hearing Board, the Board of Governors of the Chicago Stock Exchange, the Board of Directors of the Securities Industry Association and District Committee #10 of the NASD. Currently, Mr. Quick is Chairman of the board for Big Brothers Big Sisters of Hudson, Essex & Union Counties, he also serves on the boards of the Bishop's Finance Council for the Diocese of Metuchen and the Finance Council for Our Lady of Perpetual Help. He serves on the Investment Committees for the Diocese of Metuchen, St. Mary's Abbey/Delbarton, and the Franciscan Friars of the Holy Name Province. He also served as the Chairman of the Campaign for the Heart at Morristown Memorial Hospital and is a Trustee for the Foundation for Morristown Medical Center. Mr. Quick sits on the Order Friar Minors Finance Committee in Rome, Italy and St. Patrick's Cathedral in New York City. He served on the Board of Trustees for St. Bonaventure University for 25 years and was named a Trustee Emeritus in 2015.

Mr. Quick earned a BBA in Finance from St. Bonaventure University, which awarded him an honorary doctorate degree. He is a recipient of the Ellis Island Medal of Honor and the Flame of Charity's Man of the Year award.

Les Quick and his wife Eileen reside in Bernardsville, New Jersey. They have four grown children.

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Marija Sarac

Director

Marija Sarac

Director

Marija Sarac joined Simon Quick in October 2024 as the Director of Investments, responsible for overseeing market analysis, manager sourcing, and portfolio management. She brings a wealth of experience in direct investments and capital allocation across both public and private markets for large institutions and family offices.

Prior to joining Simon Quick, Ms. Sarac operated a consulting business specializing in alternative investment strategies. Before that, she worked at Qatar Investment Authority (QIA), managing a multi-billion-dollar global portfolio of public and private investments, including hedge funds, private equity, and co-investments. Prior to QIA, she managed hedge funds and private markets portfolios at ICG Capital Group, a large single-family office.

Earlier in her career Ms. Sarac worked as a long/short analyst and strategist at Soros Fund Management and began her career as an equity associate at Grove Creek Asset Management and Estabrook Capital Management.

Ms. Sarac holds an MBA from Dartmouth’s Tuck School of Business and a BA from Reed College in International and Comparative Policy Studies.

J. Peter Simon

Managing Partner

J. Peter Simon

Managing Partner

Mr. Peter Simon became a Managing Partner at Simon Quick in 2017. Prior to that, Peter Simon co-founded William E. Simon & Sons, LLC along with his late father, former Treasury Secretary William E. Simon, and his brother, William E. Simon, Jr., in 1988. The firm merged with what is now Simon Quick Advisors. Peter also sits on Simon Quick's Investment Committee and DEI Committee which aims to foster an environment of inclusion and promote diversity in the workplace.

Peter Simon was previously employed by Kidder Peabody in New York City from 1975 – 1988. There, he rose to Managing Director in the Convertible Securities Department. During his time at Kidder Peabody, he was part of the Institutional Equity Trading Department. The department established itself as a leading underwriter and market maker in convertible securities. It also developed one of the first research products focused on convertible securities. Peter Simon earned a B.A. in Psychology from Lafayette College and attended NYU’s Graduate School of Business.

Currently, Mr. Simon is an emeritus member of the Board of Trustees at Lafayette College. At the University of Rochester, he is an emeritus member of the Executive Advisory Committee at The William E. Simon School of Business. He is a former member of the Board of Trustees of the Arnold and Mabel Beckman Foundation. At present, he is a member of the Board of Trustees of the Richard Nixon Foundation, the Foundation for Morristown Medical Center, the New Vernon Cemetery Association Board of Trustees, the NJ Hall of Fame Board, the Sathya Trust Board, and is a provisional member of the Charles Hayden Foundation. Throughout his Board experience, he held the Investment Committee Chair position for each of the Boards he served. Peter also serves as a Lector at Christ the King Church in New Vernon.

Past philanthropic commitments include an appointed member of the New Jersey State Board of Education, the Alliance for School Choice Board of Trustees, the Gladney Center Board of Trustees, the National Council for Adoption Board of Trustees, and the Peck School Board of Trustees. He was also a past member of the Covenant House New Jersey Board of Directors.

Peter Simon and his wife Janet reside in Morristown, New Jersey. They have four grown children.

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Wayne Yi, CFA

Partner / Chief Investment Officer

Wayne Yi, CFA

Partner / Chief Investment Officer

Wayne Yi is the Chief Investment Officer and a member of the Simon Quick Investment Committee and Executive Committee. In addition, Mr. Yi is also a member of the firm’s DEI Committee which aims to foster an environment of inclusion and promote diversity in the workplace. In his role as CIO, he drives the firm’s market outlook, allocation strategy, and investment implementation processes for client portfolios. He works with the Investments team to prioritize opportunities and oversees market research and manager diligence across traditional equity and fixed income strategies as well as alternatives, including hedge funds and private equity allocations.

Prior to joining the firm, Wayne was a Co-Portfolio Manager and member of the Investment Committee for SAIL Advisors, a hedge fund investment firm headquartered in Hong Kong. He also served as the Senior Analyst for their Credit and Event-Driven strategies. Prior to SAIL, Wayne was the Sector Head for Credit and Event-Driven strategies at Robeco-Sage, a hedge fund investment firm based in New York. Wayne started his career in investing at Delaware Investments as a Research Analyst for high yield and investment grade bonds across various industries. He then joined Goldman Sachs’ Investment Research department where he was the Senior Analyst covering high yield bonds in the Technology sector.

Mr. Yi is a CFA charterholder and a graduate of the University of Pennsylvania where he received a B.A. in both Economics and International Relations.

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