James McGurren, CPA, CFP®

Mr. McGurren, a Principal since 2021, joined Simon Quick in 2019. Currently serving as a Senior Managing Director and Client Advisor, Mr. McGurren specializes in assisting highly driven, successful entrepreneurs, professionals, corporate executives, business owners, and wealthy families. His expertise spans across investment management, financial planning, taxation, accounting, and corporate advisory services. Mr. McGurren is also a member of the firm’s Investment Committee which oversees investments on behalf of the organization.

Mr. McGurren’s background includes experience in public accounting, with a special emphasis on tax and financial planning for the wealthy. He also served as a Managing Director and member of the senior leadership team at a New York City-based Registered Investment Advisor. Mr. McGurren has a highly personalized approach to client relationships and his experience gives him the breadth of knowledge needed to lead a team of professionals who can provide the individuals and families we serve with exceptional services.

Mr. McGurren earned a B.S. in Accounting from Fordham University in 1980. He is a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER® professional. In his free time, Mr. McGurren enjoys spending time with his family and traveling.

Phone: (646) 668-3522
Email: [email protected]