Jack Mahoney, CFP®

Mr. Mahoney joined Simon Quick in 2018. Jack is a Managing Director and Client Advisor who works closely with ultra-high-net-worth individuals, families, and select non-profits to help them achieve clarity and confidence across every dimension of their wealth. He provides customized investment advice and comprehensive planning that integrates portfolio management, trust and estate strategy, lending solutions, and philanthropic planning.

With deep experience guiding clients through complex financial decisions, from business sales and liquidity events to multigenerational wealth transfer, Jack focuses on aligning investment strategy with each client’s broader goals, values, and legacy. He serves as a trusted partner, helping clients simplify complexity, preserve wealth, and build a lasting impact for future generations

Mr. Mahoney began his career at Bloomberg LP. While at Bloomberg, he partnered with some of the firm’s largest clients to solve business challenges through the suite of Bloomberg functionality and services. Most recently, Mr. Mahoney worked at UBS Private Wealth Management in NYC, where he was responsible for providing access to wealth management solutions available to the firm’s ultra-high net worth clients. He helped advise clients on all of their wealth management needs from investments, to lending, to generational wealth planning.

Mr. Mahoney graduated from Connecticut College in New London, CT. While at Connecticut College, Jack was a member of the lacrosse team. He became a CERTIFIED FINANCIAL PLANNER™ practitioner in 2015. He and his wife live in Montclair with their two daughters, where Jack remains involved with the youth lacrosse program.

Call: 973-525-1044
Email: [email protected]

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