Ryan Moffett CFP®, CIMA®

Mr. Moffett joined Simon Quick Advisors as a Managing Director, Client Advisor in May 2025. He is responsible for managing sophisticated investment programs for his clients while helping to grow Simon Quick’s presence in Texas, leveraging his specialized experience in goals-based investing and advanced financial planning strategies.

Ryan joins Simon Quick after a 21-year career with Northern Trust, where he served most recently as the Senior Vice President and Senior Investment Officer (SIO) for the North Texas region. In this role his duties included the overall delivery of investment services for the market; including the implementation of corporate initiatives, growth of the investment business, risk management, and development of investment personnel. In addition to his role as SIO, he served as a Senior Portfolio Advisor on a subset of client relationships that were often complex or sensitive in nature, with a focus on multi-generational families, entrepreneurs, and executives from various industries.

Mr. Moffett holds a Bachelor of Business Administration in Finance from The Cox School of Business at Southern Methodist University. He obtained the Certified Investment Management Analyst (CIMA®) designation through the Wharton School of The University of Pennsylvania and the CERTIFIED FINANCIAL PLANNER ™ (CFP®) designation at DePaul University.

In his personal life, Ryan is married with three children. When he’s not busy navigating the active lifestyle of his family, he enjoys volunteering and serving on committees for organizations like the Investment & Wealth Institute, the George W. Bush Presidential Library, and St. Thomas Aquinas Catholic School.