Laura LaVecchia, CPA

Ms. LaVecchia joined Simon Quick in April 2021 to manage the Family Office team. She and her team are responsible for delivering accounting, treasury, tax, lifestyle, and administrative services to our ultra-high-net-worth clients and their families. Passionate about delivering an exceptional client experience, Ms. LaVecchia and her team work closely with Client Advisors to ensure clients achieve their financial goals.

As a member of the Client Advisor Leadership Team, Ms. LaVecchia collaborates with firm leadership to enhance team engagement, strengthen client relationships, and support strategic initiatives that drive growth and operational excellence. In addition to her daily responsibilities, she serves on various task forces and committees of the firm aimed at continual improvement and professional growth. In all aspects of her role, Ms. LaVecchia focuses on implementing and leveraging technologies, creating successful processes, and employing best practices.

Ms. LaVecchia began her career in public accounting, spending eleven years at WilkinGuttenplan working with closely held businesses and high-net-worth individuals. During her tenure, she specialized in providing tax compliance, tax planning, financial reporting, audit, assurance, due diligence, and other consulting services. She was also actively involved in administrative and operational areas of the firm and contributed to the development of the firm’s staff via training and mentorship. Following her time with WilkinGuttenplan, Ms. LaVecchia joined Verizon, where she worked as an Associate Director for five years. While there, she held roles in corporate finance, strategic planning, and enterprise risk management. Serving as a trusted advisor, she worked across all levels of the enterprise, reporting her findings and recommendations to senior executives.

Ms. LaVecchia is a licensed CPA in the state of New Jersey and a member of the American Institute of Certified Public Accountants (AICPA). In her leisure time, she enjoys spending time with her two children.