Mr. Belfatto is a Managing Partner of Simon Quick and is responsible for client relationship management, marketing and new business development. He is a member of the firm’s Management Committee and also serves as the Senior Relationship Manager on a number of individual, endowment and foundation client accounts.
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 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. He later became the Global Head of Equities, based in London and New York, and was responsible for restructuring this business, integrating cash and derivatives and developing a risk management platform. In 2006 he assumed responsibility for the 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 also a member of HSBC's Investment Committee for the North American Retirement Income Plan from 2006-2007. In 2007, he established the Executive Client Coverage Group to leverage the bank’s capabilities with key clients across commercial and investment banking, markets and private banking. Immediately prior to joining Simon Quick, Mr. Belfatto was a Senior Executive Vice President at HSBC 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 went on to Harvard Business School, graduating with a concentration in Marketing and Finance. He is currently a member of the Seton Hall University Advisory Committee. Previously he served on the Planning Board in Summit, NJ, the Board of Trustees of the Susan G. Komen for the Cure North Jersey Affiliate, Oak Knoll School of the Holy Child and the North Jersey Affiliate of the Juvenile Diabetes Foundation.
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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 Bank 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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Chris is a Managing Partner of Simon Quick Advisors. He joined the firm in 2004 as the third employee. Today, he sits on the firm's Management, Operating, and Investment Committees where he provides guidance on the firm’s overall vision and strategy. He works closely with clients to develop financial plans and multi-asset class portfolios and has extensive experience in estate, retirement, insurance, tax, charitable, and investment planning.
Chris graduated with a BA from the College of the Holy Cross where he majored in Mathematics and minored in Computer Science. He became a CERTIFIED FINANCIAL PLANNER™ in 2006 before going on to earn his MBA from Columbia Business School with a focus in finance and investments. Chris serves as an Advisory Board Member for Bow River Capital Partners, a private equity firm based out of Denver, CO, and he is a Board Member of the NJ chapter of the Young Presidents’ Organization (YPO), one of the world’s premier leadership organizations. He has appeared as a guest on CNBC’s Squawk Box and has been interviewed by Bloomberg, The Wall Street Journal, and The New York Times. In 2017, Chris was named a 40 Under 40 award winner by NJBIZ as one of the best and brightest of the Garden State’s next generation of business leaders. Most recently, he became an Investor In Residence for the Benjamin Graham Value Investing Program at the UCLA Department of Economics.
He and his wife, Blair, reside in Ridgewood, NJ and have three children. He enjoys coaching sports, traveling, hiking, and golf.
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Partner / Head of Client Advisory
Mr. Morr joined Simon Quick in 2012 and currently serves as the Head of the Client Advisor Group. In this role, Tom is responsible for managing various aspects of the firm’s client advisory team, which includes Advisors, Associates, Analysts and Client Service Administrators to ensure they are providing the highest level of service to our clients. Tom works closely with all departments to create efficiencies and best practices, including implementing innovative processes and technologies to improve the client experience. Mr. Morr sits on the firm’s Operating Committee which is responsible for executing on Simon Quick’s vision and strategy.
As a Client Advisor, Tom works directly with counsels and advises high net worth individuals and families on wealth management and financial planning to help them achieve their financial goals. He also advises endowments & foundations on developing an investment policy statement, asset allocation, and portfolio implementation. Additionally, Mr. Morr works with business owners to provide retirement plan solutions for employees.
Tom completed Bryant University's Program for Financial Planners and became a CERTIFIED FINANCIAL PLANNER™ practitioner in 2016. He earned his CAIA Charter in 2014 and is a member of the Chartered Alternative Investment Analyst Association. Tom graduated from Siena College with a B.A. in History and a minor in Business. While at Siena, Tom was the goalie on their nationally ranked lacrosse team. He maintains a strong relationship with his alma mater and is the head of the Siena Lacrosse Alumni Network (SLAN). SLAN provides current student athletes an opportunity to connect with alumni in the field of their interest in order to better prepare for life after school.
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Mr. Quick founded Simon Quick in 2004. He began his career in 1975 as the fourth employee of Quick and Reilly Inc., the first New York Stock Exchange (NYSE) member to offer discount stock brokerage to the investing public. During his 28 years with the firm, he served in many capacities. He was a key member of the management team that built the branch network, started and grew a major clearing firm, acquired and ran a major NASDAQ market making firm, made many acquisitions of NYSE specialist firms and built one of the industry’s first electronic internet trading platforms. Mr. Quick was the company liaison for Quick and Reilly in 1983 when it offered stock to the public and became listed on the NYSE. Mr. Quick completed his tenure as Chairman of Fleet Securities, Inc. in 2003 after Fleet Bank had acquired Quick and Reilly Group, Inc. in 1998. Mr. Quick also sits on the Simon Quick Investment Committee.
Mr. Quick has served on many industry boards and committees, including the NYSE Hearing Board, the Board of Governors of the Chicago Stock Exchange, the Board of Directors of the Securities Industry Association and District Committee #10 of the NASD. Currently, Mr. Quick is Chairman of the board for Big Brothers Big Sisters of Hudson, Essex & Union Counties, he also serves on the boards of the Bishop's Finance Council for the Diocese of Metuchen and the Finance Council for Our Lady of Perpetual Help. He serves on the Investment Committees for the Diocese of Metuchen, St. Mary's Abbey/Delbarton, and the Franciscan Friars of the Holy Name Province. He also served as the Chairman of the Campaign for the Heart at Morristown Memorial Hospital and is a Trustee for the Foundation for Morristown Medical Center. Mr. Quick sits on the Order Friar Minors Finance Committee in Rome, Italy and St. Patrick's Cathedral in New York City. He served on the Board of Trustees for St. Bonaventure University for 25 years and was named a Trustee Emeritus in 2015.
Mr. Quick earned a BBA in Finance from St. Bonaventure University, which awarded him an honorary doctorate degree. He is a recipient of the Ellis Island Medal of Honor and the Flame of Charity's Man of the Year award.
Les Quick and his wife Eileen reside in Bernardsville, New Jersey. They have four grown children.
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Mr. Peter Simon became a partner at Simon Quick in 2017. Prior to that, Peter Simon co-founded William E. Simon & Sons, LLC along with his late father, former Treasury Secretary William E. Simon, and his brother, William E. Simon, Jr., in 1988. He currently serves as Co-Chairman of the Firm and The William E. Simon Foundation. Peter also sits on Simon Quick's Investment Committee and DEI Committee which aims to foster an environment of inclusion and promote diversity in the workplace. Peter Simon was previously employed by Kidder Peabody in New York City from 1975 – 1988. At Kidder Peabody, he rose to Managing Director in the Convertible Securities Department. During his time at Kidder Peabody, he was part of the Institutional Equity Trading Department specializing in convertible securities. The department established themselves as a leading underwriter and market maker in convertible securities. It also developed one of the first research products focused on converts. Peter Simon earned a BA in Psychology from Lafayette College and also attended NYU’s Graduate School of Business. Currently, Mr. Simon is an emeritus member of the Board of Trustees at Lafayette College. At the University of Rochester, he is an emeritus member of the Executive Advisory Committee at The William E. Simon School of Business. At the present time, he is a member of the Board of Trustees of the Richard Nixon Foundation. He is a member of the Board of Trustees of the Arnold and Mabel Beckman Foundation, a member of the New Vernon Cemetery Association Board of Trustees and a provisional member of the Charles Hayden Foundation. In all of these Board roles, he has been Chair of their Investment Committee. Peter also serves as a Lector at Christ the King Church in New Vernon.
Past philanthropic commitments include: an appointed member of the New Jersey State Board of Education, Chairman of the Foundation for Morristown Medical Center, the Alliance for School Choice Board of Trustees, the Gladney Center Board of Trustees, the National Council for Adoption Board of Trustees, and the Peck School Board of Trustees. He was also a past member of the Covenant House New Jersey Board of Directors.
Peter Simon and his wife Janet reside in Morristown, New Jersey. They have four grown children.
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Mr. Trynin became a Partner at Simon Quick in 2022 when his firm Red Hook Management merged with Simon Quick. He works directly with high-net-worth individuals and families providing investment advice and financial planning services to help them achieve their financial goals. Tom coordinates with his clients’ accountants and attorneys to execute on tax planning and generational wealth transfer strategies.
Mr. Trynin brings with him nearly 40 years of investment experience. He began his career at Morgan Stanley as a Bond Trader. In 1996 he became the President and Chief Executive Officer of PageNet Brasil Ltd. where he ran the company’s first international operation. In 2000, Tom shifted the focus of his career to consulting and real estate investment management, holding positions at Exim Partners Consulting, Millennium Partners, and Alliance Acquisitions. In 2012 Tom joined his longtime friend Bill Conger to help build out Red Hook Management, an independent investment advisory firm serving high net worth individuals for the next 10 years.
Mr. Trynin graduated from Yale University with a BA in Economics and Political Science and went on to earn an MBA from The Wharton School in Entrepreneurial Management and is a Series 65 license holder. Tom is actively engaged in fundraising for his alma maters and enjoys staying in touch with both alumni communities. Mr. Trynin has served as the Co-Chair of Project Morry’s Annual Gala for the past three years. Tom lives in Westfield, NJ with his wife Robin their daughter Sadie and their dog, Wiggle. In his free time, he enjoys staying fit, living a healthy lifestyle and is an avid golfer.
William E. Simon, Jr. became a partner at Simon Quick in 2017. Previously, Mr. Simon was the co-chairman of William E. Simon & Sons, LLC (WESS). The Firm (WESS), which he co-founded in 1988 with his brother and father, former United States Treasury Secretary, William E. Simon, Sr., built a diverse and significant investment portfolio with holdings in real estate, private equity, and fixed-income securities.
Mr. Simon co-founded a successful municipal bond company in 1990, stemming in part from his previous experience holding senior positions on the municipal securities and foreign exchange desk for Morgan Guaranty Trust Company. Earlier in his career, from 1985 to 1988, Mr. Simon worked in the Southern District of New York as Assistant United States Attorney under then United States Attorney, Rudolph Giuliani.
A 1982 Boston College Law School graduate, Mr. Simon earned his bachelor’s degree at Williams College where he serves today as a Lifetime Emeritus Trustee.
He currently serves as Co-Chairman of the William E. Simon Foundation and the Cynthia L. and William E. Simon, Jr. Foundation. Through these foundations, Mr. Simon helps needy youngsters in urban areas through faith-based efforts. He and his wife, Cindy, established the Sound Body Sound Mind Foundation, providing state-of-the-art athletic equipment, curriculum, and training for Los Angeles area middle and high schools. The program now impacts more than one hundred thousand students per year.
In addition, Mr. Simon serves as Founder and Chairman of the Board for Parish Catalyst as well as the Ronald Reagan UCLA Medical Center Board of Advisors. He is a Trustee on the Boards of St. John's Health Center Foundation in Los Angeles and is also a member on the Board of Directors at Douglas Emmett and Co. and a current member of the Knights of the Sovereign Military Order of Malta and Knight Commander of the Order of St. Gregory.
Mr. Simon is an Adjunct Assistant Professor at both the UCLA School of Law, as well as the Undergraduate Department of Economics in the UCLA College of Letters and Sciences. In 2014, the Gabelli Funds named Mr. Simon as the co-recipient of its Graham & Dodd, Murray, Greenwald Prize for Value Investing. In March of 2014, Mr. Simon was honored by the Pacific Research Institute with the Baroness Thatcher Liberty Award, and he has been the recipient of a number of honorary degrees.
Mr. Simon was the 2002 Republican Gubernatorial nominee in California where he came within five-points of unseating Gray Davis, despite being outspent three to one. In addition, Mr. Simon also served as Chairman of California and Director of Policy and Speech Writing for the Rudy Giuliani 2008 Presidential Campaign Committee.
Partner / Chief Investment Officer
Wayne Yi is the Chief Investment Officer and a member of the Simon Quick Investment Committee. He sits on the Operating Committee which is responsible for executing on Simon Quick’s vision and strategy. Mr. Yi is also a member of the firm’s DEI Committee which aims to foster an environment of inclusion and promote diversity in the workplace. He leads the firm effort on all market research and manager diligence across traditional equity and fixed income strategies as well as in alternatives, including hedge funds and private equity allocations. Prior to joining the firm, Wayne was a Co-Portfolio Manager and member of the Investment Committee for SAIL Advisors, a hedge fund investment firm headquartered in Hong Kong. He also served as the senior analyst for their Credit and Event-Driven strategies. Prior to SAIL, Wayne was the Sector Head for Credit and Event-Driven strategies at Robeco-Sage, a hedge fund investment firm based in New York. Wayne started his career in investing at Delaware Investments as a Research Analyst for high yield and investment grade bonds across various industries. He then joined Goldman Sachs’ Investment Research department where he was the Senior Analyst covering high yield bonds in the Technology sector. Wayne is a graduate of the University of Pennsylvania where he received a B.A. in Economics and in International Relations. Wayne is a CFA charterholder.
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