Leadership Team

The Leadership Team at Simon Quick Advisors, LLC is responsible for steering the company's strategic direction and ensuring alignment with its mission to empower clients to achieve their personal and financial goals. This team oversees key areas such as investments, client advisory, financial oversight, marketing, and compliance, working collaboratively to build and maintain meaningful client relationships while ensuring the firm's operations are efficient, ethical, and client-focused. They bring together a wealth of experience to provide nimble and precise solutions, guiding clients on their financial journeys.