Lori A. Salerno

Ms. Salerno joined Simon Quick in 2022 and currently serves as Vice President, Client Service, providing exemplary service and building positive relationships and trust amongst clients. Her primary responsibilities include client onboarding, assisting with client requests, managing documents and subscription agreements, tracking transactions, and account-related administrative duties. She is currently a member of the Women@SQ Committee, which focuses on educating and empowering women in their personal and professional lives, including female colleagues, clients, and business partners. She also sits on the firm’s Client Onboarding Committee, where she and her colleagues evaluate and enhance the onboarding experience, refine processes, and ensure a seamless transition for new clients.

She started her career in the securities industry in 1996 at Gibraltar Securities (now RBC Wealth Management), where she became a Senior Client Associate. There, she gained experience serving clients, maintaining documents, overseeing account administration, and developing the overall client relationship. She left RBC in 2008 to start Red Hook Management LLC as the Vice President of Client Relations. In this role, Lori provided a high level of client service and demonstrated problem-solving skills as she addressed all account-related activities for clients. She also assisted with compliance matters and managed the firm’s bookkeeping.

Ms. Salerno graduated from Ramapo College of New Jersey in 1995 with a B.A. in Fine Arts. While studying at Ramapo College, Lori was a tutor for fellow students in the Division of Basic Studies-Academic Skills Center. Lori was Vice President of her sorority, Theta Phi Alpha, and is a founding sister of her sorority chapter, Beta Sigma, on the Ramapo College campus. She remains involved with her alma mater and enjoys spending her free time in Cape May, NJ, traveling, baking, exercising, and spending time with family and friends.