Joe Belfatto

Joe Belfatto serves as the Managing Partner at Simon Quick Advisors, LLC since June 2007, specializing in wealth management and investment consulting services for high-net-worth families, foundations, endowments, and single-family offices. Prior to this role, Joe held the position of Senior Executive Vice President at HSBC from 2002 to 2007, where responsibilities included leading sales efforts across the Americas for equity, fixed income, and derivatives. Joe's extensive career began at Merrill Lynch, where Joe served as Managing Director from 1984 to 2001, participating in various leadership roles within the Corporate and Institutional Client Group. Joe's academic credentials include an MBA from Harvard Business School and a Bachelor of Arts and Sciences in Economics from Seton Hall University.