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When You Have a Trusted Team by Your Side

The Return on Investment Goes Beyond the Balance Sheet

Operations


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Jacqueline Balloutine

Executive Assistant

Jacqueline Balloutine

Executive Assistant

Ms. Balloutine joined Simon Quick in 2018, bringing with her over 25 years of experience in office management and executive assistance in corporate, nonprofit, and financial services industries. As the executive assistant to several of the firm’s managing partners, Jackie is responsible for a full range of executive support services.

Ms. Balloutine began her career as a project manager at Sprint Corporate, responsible for the installation and upgrading of cell sites throughout the Northeast. She also served as the executive assistant to the former CEO/President of UBS PaineWebber and Chairman of the Homeland Security Advisory Council, appointed by President Bush. Jackie also served as the office administrator to one of New Jersey’s most successful 4 star restaurants, organizing all media for major television, cable, print and radio, including appearances with Jet Set Sports at four Olympic Games.

Jackie graduated Magna cum Laude, with a degree from Montclair State University in Speech Communications and minor in Pre-Law. Outside of work, Jackie enjoys working out, is an avid reader and podcast devotee, and enjoys volunteering with organizations like The Community Soup Kitchen of Morristown and NJ Heartworks. She is devoted to spending time with and raising her two very funny sons and loves time with family and friends.

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Shehtaj Bhura

Analyst

Shehtaj Bhura

Analyst

Ms. Bhura joined Simon Quick in April of 2019. As an Analyst on the Operations team, Shehtaj is responsible for assisting in the reconciliation of client investment statements, client performance report preparation, daily oversight of reporting and operations, and client billing.

Prior to joining Simon Quick, Shehtaj worked for BridgeWater Insurance & Wealth Management Inc. in Toronto, Canada. There she gained experience servicing established clients and assisting with the planning of various aspects of their wealth including investments, insurance, philanthropy, estate and next generation education. 

Shehtaj attended Ryerson University in Toronto, Canada where she graduated with a B. Comm. in Finance in the Spring of 2013. While in university, Shehtaj was a Student Ambassador, a mentor for freshman students as part of the Tri-Mentoring program, and the VP of Administration for Ryerson Women in Finance. In her free time, Shehtaj enjoys spending time with her family and friends and participating in local community events.

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Mark D. Delotto

Managing Partner / Chief Operating Officer

Mark D. Delotto

Managing Partner / Chief Operating Officer

Mr. DeLotto joined  Simon Quick in April 2007 and currently serves as the Chief Operating Officer, with primary responsibility over the areas of Finance and Operations. He also oversees human resources, legal, compliance, technology and infrastructure and, as a member of the Management Committee, contributes to the firm’s strategic direction, business development and business planning. In early 2013, Mr. DeLotto became an equity partner of  Simon Quick.

Mr. DeLotto began his career with Fleet/Quick & Reilly as a Financial Advisor. At the Banc of America Investment Services, he managed and serviced client assets. He earned Series 7, Series 66 and New Jersey Life and Health Insurance Producer Licenses and was selected to partner with a successful team of advisors in 2005.

Prior to joining Simon Quick, Mr. DeLotto supervised, mentored and coached over forty financial advisors and sales assistants as a licensed market principal at Bank of America Investment Services, Inc.

Mr. DeLotto has a BS in Business Administration with a concentration in Finance from Villanova University School of Business. He is an active member in the Morris/Somerset Chapter of the Villanova Alumni Association and was an active member of The Villanova School of Business and served as a mentor in the Commerce and Finance Counselor program. A graduate of the Delbarton School in Morristown, NJ, he currently serves on the Board of the Alumni Association and is the Co-Chair of the school’s annual fundraising effort. Mark currently sits on the Technology Advisory Board for both Pershing LLC (an affiliate of BNY Mellon) and Fortigent LLC (an affiliate of LPL Financial). Mark sits on the Board of Directors for the ARC of Morris County, an organization dedicated to people affected by intellectual and related developmental disabilities and their families in Morris County.


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Thea Giardina

Executive Assistant

Thea Giardina

Executive Assistant

Ms. Giardina joined Simon Quick in February of 2019, where she brings over 20 years of senior-level Executive Assistant and Office Management experience from the insurance and financial planning industries. As the Executive Assistant to Peter Simon, Ms. Giardina’s primary responsibilities include providing extensive administrative support inclusive of calendar management, scheduling, expense reporting, and a plethora of other administrative tasks.

Ms. Giardina is a graduate of York College of Pennsylvania where she earned a B.S. degree in Business Management with a minor in Marketing. In her free time, she enjoys running, hiking, reading, and spending quality time with friends and family.

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Joseph Jedziniak, AIF®

Vice President

Joseph Jedziniak, AIF®

Vice President

Mr. Jedziniak joined Simon Quick in May of 2014 as a member of the Operations team. He is responsible for daily trading activity, custodial relationship management, cybersecurity, and compliance. He was previously an intern for Simon Quick. Prior to joining Simon Quick, Mr. Jedziniak worked for a logistics management company. There, he gained exposure to all levels of financial analysis and accounting. In 2017 he successfully completed the Center for Fiduciary Studies Program to earn the Accredited Investment Fiduciary (AIF®) designation.

Mr. Jedziniak graduated from York College of Pennsylvania in the spring of 2012 with a B.S. in Finance and a minor in Economics. While at York College; Mr. Jedziniak helped to found the fraternity Kappa Delta Phi, where he served as Vice President for two years. He also was a Captain for the Relay for Life in 2010 and 2011. In his free time, he enjoys spending time with his family, participating in sports around his community, reading, cooking and being as handy as possible around the house.


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Mohsin Malik

Analyst

Mohsin Malik

Analyst

Mr. Malik joined Simon Quick in August of 2020. As an Analyst on the Operations team, Mohsin’s responsibilities include reconciliation of client investment statements, preparation of client performance reports, daily oversight of reporting and operations, client invoices, and daily trading activity. 

Mohsin began his career at Prudential Financial. While at Prudential, Mohsin provided accounting, financial reporting, and recordkeeping support for PGIM’s investment portfolios supporting the various Insurance Companies. Prior to joining Simon Quick, Mohsin worked at SS&C Technologies within the firm’s Private Equity team. He was responsible for preparing financial statements, performance reports, and investor statements for one of the firm’s largest clients.

Mohsin graduated from Rutgers University with a B.S in Accounting and Management Information Systems. In his free time, he enjoys spending time with his family and participating in sports around his community.


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Joe Petrone

Vice President of Technology

Joe Petrone

Vice President of Technology

Joe Petrone joined Simon Quick in March of 2021 as a Vice President of Technology. His primary responsibilities include overseeing the support, troubleshooting, maintenance, and improvement of the firm’s network, IT infrastructure, and company devices. He also manages and educates staff on the implementation of system enhancements and upgrades.

Prior to joining the team, Joe worked as the Deputy Head of IT for Great Bowery, a global creative artist representation agency. There he helped found the global technology team and, with the blessing of their C-suite, brought about sweeping changes to the firm’s technology infrastructure. In his tenure, he managed multi-disciplinary projects ranging from website builds and rollouts to multiple large improvements to the business’s IT security posture.

Mr. Petrone received his BFA in Photography from the School of Visual Arts in New York City. In his free time Joe enjoys video and board games, traveling, and spending time with his wife Michelle and their cat Fiona.


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Steve Pisano, AIF®

Managing Director / Chief Compliance Officer / Principal

Steve Pisano, AIF®

Managing Director / Chief Compliance Officer / Principal

Mr. Pisano works as Chief Compliance Officer. He joined  Simon Quick in 2016 from Dynasty Financial Partners where he served as Chief Compliance Officer of their Investment Operations and Platform. At Dynasty Mr. Pisano was responsible for Platform due diligence and was appointed CCO of the firm’s broker dealer. Prior to Dynasty, Mr. Pisano spent 3 years at HSBC in their registered investment advisor and broker dealer Compliance Department. During his tenure he served as Regulation Coordinator for the Investment Advisors Act of 1940, leading Advisory Compliance efforts in the Private Banking, Wealth Management, and Institutional Business lines. Prior to joining HSBC, Mr. Pisano held various roles in Compliance over 7 years with New York Life Insurance Company and began his career in the Branch Examination team where he conducted mock regulatory focus exams, earning his series 7, 24, and 66 licenses. In 2017 he successfully completed the Center for Fiduciary Studies Program to earn the Accredited Investment Fiduciary designation.

Mr. Pisano holds a BA with honors from York College of Pennsylvania and a MBA in Financial Management from Pace University’s Lubin School of Business.

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Lynese Rawlins

Associate

Lynese Rawlins

Associate

Ms. Rawlins joined Simon Quick in September of 2018 and oversees our internal Human Resources department. Her primary responsibilities include the overall human resource function including general HR administration, hiring/recruiting, employee relations and experience, benefits and payroll. Lynese advises management on HR and payroll issues, oversees 401K elections, employee benefits and acts as a confidential point person for all employees as it relates to work or personal matters that need to be addressed. She also plays a key role in managing Simon Quick’s Internship Program. 

She graduated with a B.A. in Political Science minoring in Pre-Law and Criminal Justice from Montclair State University. She recently obtained her Master of Public Administration with a focus in Human Resources from Rutgers University. 

Prior to joining Simon Quick, Ms. Rawlins served as a Manager and various roles at her alma mater such as a Resident and Service Assistant where she guided, peer mentored and hosted events for over forty freshmen women. Lynese was a member of several different on campus organizations such as Alpha Kappa Alpha Sorority, Incorporated, Black Student Union and Pre-Law Society. Through her developed leadership skills, Lynese was awarded President of the Year from the student body.

In her spare time, she still maintains an active role in her sorority, volunteers in senior citizen homes, enjoys reading and spending time with her family and friends. 

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Shelley Rizzo

Administrative Assistant

Shelley Rizzo

Administrative Assistant

Ms. Rizzo joined Simon Quick in September of 2020 with over 20 years of executive administrative support from the beverage industry to aviation and defense. As the Administrative Assistant, she will serve as front desk receptionist, work with Human Resources, assist the Chief Operating Officer Mark DeLotto, as well as ad hoc projects for the firm.  

Ms. Rizzo attended Rutgers University with a double major in Criminal Justice & Sociology, while working full time and served on the Philanthropic committee for Phi Sigma Sigma, Gamma Chi Chapter. Volunteering plays a big role in her life; she's had the pleasure of contributing to multiple organizations and finds true happiness helping others.

Her spare time usually consists of helping friends, play dates for her dog-son Sky and lots of painting and dancing.

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Kylee Scioscia

Director / Principal

Kylee Scioscia

Director / Principal

Ms. Scioscia joined the Simon Quick team in December 2011. Kylee is a member of the Operations team at Simon Quick. Her primary responsibilities include overseeing the reconciliation of client statements, client performance report preparation and reconciliation, preparing client invoices, tracking key company metrics and overseeing the operations of the Simon Quick client access portal.

Before joining Simon Quick, Kylee spent two years at the Somerset Hills Country Club, where she served as professional shop manager and merchandiser. Previously, she served for five years as the retail merchandiser at Trump National Golf Club in Bedminster, New Jersey. In her leisure time, Kylee enjoys spending time with her husband and son.

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Samantha Sullivan

Operations Administrator

Samantha Sullivan

Operations Administrator

Ms. Sullivan started with Simon Quick in April of 2021.  Her role within Simon Quick is Operations Administrator and is responsible for client statements, client billing and delivery of invoices, as well as monitoring and recording all trades that take place within the firm daily. 

Previously, Ms. Sullivan worked as a Personal Banker for Bank of America. During her time at Bank of America she built relationships with new and existing clients, providing them with financial products and recommendations that fit their short-term and long-term needs. Ms. Sullivan had various roles in sales, management, and logistics before she came to Simon Quick to be a part of the operations team. 

Ms. Sullivan graduated from Mount Saint Mary college with a BA in Business Administration and Management with a concentration in Finance. Outside of work, she enjoys anything health and fitness. She is a certified personal trainer and in her spare time provides nutritional guidance and customized workout plans to people who are interested in living a healthier lifestyle. She enjoys hiking, art galleries and exploring new areas.