Joseph A. Belfatto

Mr. Belfatto is a Managing Partner at Simon Quick and is a member of the firm’s Executive Committee. He is responsible for client relationship management and serves as the Senior Relationship Manager on several individual, endowment, and foundation client relationships. He also focuses on new business development and strategic growth initiatives, including mergers and acquisitions and advisor recruiting.

Mr. Belfatto joined Simon Quick as a partner in 2007, after a 23-year career on Wall Street. He began his career in institutional sales at Merrill Lynch in 1984. During his seventeen years at the firm, he held various positions in institutional sales, sales management, and capital markets, including Global Head of Convertible Bond Sales, Global Head of Equity Sales, and Global Head of Fixed Income Sales.

Mr. Belfatto joined HSBC in 2002 as Head of Sales for the Americas, during which time he played a key role in the build-out of the sales organization across products in Canada, Latin and South America, and the US. In 2005 he became the Global Head of Equities, based in London and New York and in 2007 assumed responsibility for the Global Markets business in the Americas, which included sales, trading, capital markets, and risk management across equities, fixed income, commodities, foreign exchange, futures, and derivatives. He was a Senior Executive Vice President and served as a member of the Executive Committee for Corporate, Investment Banking, and Markets.

Mr. Belfatto graduated from Seton Hall University summa cum laude with a major in Economics and received a Master’s in Business Administration from Harvard Business School. He is actively involved on the Advisory Committee for Let’s Talk: Women’s Health and Wellness, an all-day symposium for women created by Deb Belfatto. He has served on the Planning Board in Summit, NJ as well as the Board of Trustees of the Susan G. Komen for the Cure North Jersey Affiliate, Cornelia Connelly Center, Oak Knoll School of the Holy Child, and the North Jersey Affiliate of the Juvenile Diabetes Foundation.