The Investment Team at Simon Quick Advisors, LLC works closely with clients to develop and implement customized investment strategies that align with their unique financial goals and circumstances. By conducting thorough market analysis and utilizing their expertise, the team aims to optimize portfolio performance, manage risk, and ensure long-term financial stability for each client. Their goal is to be the trusted financial partner, providing expert guidance so clients can confidently focus on what matters most to them.
Adam Talmadge
Analyst
Adelina Lifrieri
Vice President / Principal
Aj Loughry
Vice President, Investments
Belinda Bast
Vice President | Senior Accoun...
Bill Conger
Senior Managing Director
Brandon Ayala
Technology Analyst
Cameron Brooks
Analyst Training Program
Cameron McMillian
Financial Analyst
Cheryl Brown
Director
Chris Thomas
Managing Director
Cristina Puleo
Vice President
Daniel Weitz
Managing Director | Principal
Darcy O'Brien
Managing Director, Chief Marke...
Garrett Wells
Vice President
Gilda Lovera
Associate
Jenna Morr
Managing Director, Head Of Peo...
Jeremy Ghaly
Associate
Jesse Gerdes
Analyst
Joe Belfatto
Managing Partner | Wealth Mana...
Joe Jedziniak
Head Of Trading, Director Of I...
Joe Petrone
Director Of Technology
Jordan Maly
Associate
Kristin Bell
Director, Southeast | Principa...
Kylee Scioscia
Director, Principal
Laura Lavecchia
Managing Director - Finance & ...
Leslie Quick III
Partner
Mae Hung
Vice President
Mark Delotto
Partner
Mireille Keshishian
Sales & Marketing Analyst
Mohsin Malik
Finance Associate
Paige Canavan
Vice President, Investments
Peter Simon
Managing Partner
Samantha Sullivan
Operations Analyst - Alternati...
Simon Quick
Vice President
Stephen Delargy Jr.
Associate
Steve Pisano
Managing Director | Chief Comp...
Tara Maher
Director Of Legal And Family O...
Taran Krishnan
Investment Associate
Thea Giardina
Executive Assistant To (3) Man...
Thomas Morr
Managing Partner
Tom Trynin
Partner
Wayne Yi
Chief Investment Officer | Par...
Wendy Chen
Finance Associate
William E. Simon
Director
William Lalor
Managing Director / Principal
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