Simon Quick Advisors, LLC

Jack Mahoney is a CFP® and Series 66 licensed advisor with 12 years of industry experience. He has worked at Simon Quick Advisors, LLC since 2018 and previously spent five years at UBS Financial Services. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial planning, tax planning and compliance, as well as administrative services such as bill-pay and bookkeeping. The firm employs a diverse investment approach that includes unaffiliated independent managers, mutual funds, ETFs, and affiliated private investment funds, and it operates multiple affiliated private funds as general partner or managing member.

James Mcgurren is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Simon Quick Advisors, LLC since 2019. Prior to this, he worked for Next Capital Management LLC for ten years. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services. The firm combines private fund sponsorship, sub-advisory relationships, and integrated tax and back-office offerings to deliver a distinctive service mix.

Garrett Wells is a CFP® professional with four years of industry experience, currently serving at Simon Quick Advisors, LLC since 2017. Prior to joining Simon Quick, he worked briefly at First Derivatives in 2017. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services. The firm uses a combination of unaffiliated independent managers, mutual funds, ETFs, and affiliated private investment funds, and offers integrated tax and back-office services, including proprietary tax reporting tools.

Anders Velischek is a CFP® professional with five years of industry experience, currently serving at Simon Quick Advisors, LLC since 2016. He previously worked at Bucknell University from 2012 to 2016. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients with a range of services including wealth management, investment consulting, financial planning, tax planning and compliance, and administrative support. The firm employs a diversified investment approach involving independent managers, mutual funds, ETFs, and affiliated private investment funds, and it operates multiple affiliated private funds while providing integrated tax and back-office services.

Ryan Moffett is a CFP® professional with over two decades of industry experience, including 21 years at The Northern Trust Company and currently with Simon Quick Advisors, LLC. He is based in Dallas, TX. Simon Quick Advisors serves individuals, families, pension and nonprofit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial and tax planning, and administrative services. The firm employs a diverse investment approach that includes unaffiliated independent managers, mutual funds, ETFs, and affiliated private funds, along with integrated tax and back-office services.

Kristin Bell is a CFA® charterholder with seven years of industry experience. She has worked at Simon Quick Advisors, LLC since 2018 and was previously with Southeastern Trust Company from 2015 to 2018. Bell serves on the board and finance committee of the Children’s Advocacy Center of Hamilton County, where she has helped establish an endowment. Simon Quick Advisors serves individuals, families, pension and nonprofit entities, endowments, foundations, and corporate clients, offering wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services. The firm employs a multi-manager investment approach including proprietary private funds and provides integrated tax and back-office solutions.

Jordan Maly is a CFP® professional with two years of industry experience, currently serving at Simon Quick Advisors, LLC since 2020. His prior experience includes roles at Purshe Kaplan Sterling Investments and Summit Risk Management, Inc. Before entering the financial services industry, he worked at Surf Taco and Monmouth University. Simon Quick Advisors serves individuals, families, pension funds, non-profits, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial planning, tax planning, and administrative services. The firm employs a diversified investment approach, including the use of unaffiliated independent managers, mutual funds, ETFs, and affiliated private funds, alongside integrated tax and back-office offerings.

Arthur Langhaus is a financial advisor at Simon Quick Advisors, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Boston Private Wealth LLC and KLS Professional Advisors Group, LLC. He also serves as a consultant to a select group of ultra-high net worth multi-generational families. Simon Quick Advisors provides wealth management, investment consulting, financial planning, tax planning, and administrative services to individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients. The firm combines private fund sponsorship, sub-advisory relationships, and integrated tax and back-office offerings in its investment approach.

Steven Pisano is a Series 66-licensed financial advisor with 18 years of industry experience. He has been with Simon Quick Advisors, LLC since 2016, following brief tenures at Dynasty Securities, LLC and Dynasty Financial Partners, LLC. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients with wealth management, investment consulting, financial planning, tax planning, and administrative services. The firm employs a diversified investment approach including allocations to independent managers, mutual funds, ETFs, and affiliated private funds, along with proprietary tools and sub-advisory relationships.

Leslie Quick III is a financial advisor at Simon Quick Advisors, LLC with 37 years of industry experience. He holds a Series 63 designation and has worked at Tradeking since 2005 and Massey Quick Wealth Solutions from 2016 to 2017. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients, offering wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services. The firm uses a combination of independent managers, mutual funds, ETFs, and affiliated private investment funds, and provides integrated tax and back-office services including tax return preparation and bill-pay.

Joseph Belfatto Jr. is a financial advisor at Simon Quick Advisors, LLC with 12 years of industry experience. He holds a Series 63 designation and has been with Simon Quick Advisors since 2007, following a brief tenure at Massey Quick Wealth Solutions. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services. The firm combines private fund sponsorship, sub-advisory relationships, and integrated tax and back-office offerings, employing a range of investment strategies including long and short positions and options.

Christos Thomas is a financial advisor at Simon Quick Advisors, LLC with 13 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has been with Simon Quick Advisors since 2015. Outside of his advisory role, he teaches classes in hedge funds, portfolio management, and alternative investments at the New York Institute of Finance. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients, offering wealth management, investment consulting, financial planning, tax planning, and administrative services. The firm employs a diverse investment approach that includes allocating assets among independent managers, mutual funds, ETFs, and affiliated private funds, with active roles in private fund management and integrated tax and back-office services.

Larissa Mehlfelder is a CFP® professional with 13 years of experience, currently serving at Simon Quick Advisors, LLC since 2009. She is based in Morristown, NJ. Simon Quick Advisors serves individuals, families, pension and nonprofit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial and tax planning, compliance, and administrative services. The firm employs a diversified investment approach including unaffiliated independent managers, mutual funds, ETFs, and affiliated private investment funds, and offers integrated tax and back-office services.

Jacob Dempsey is a CFP® professional at Simon Quick Advisors, LLC with three years of industry experience. Prior to joining Simon Quick Advisors in 2023, he worked for ten years at Deloitte Tax LLP. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services. The firm employs a diversified investment approach including allocations to independent managers, mutual funds, ETFs, and affiliated private investment funds, and offers integrated tax and back-office services.

Connor Donovan is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Simon Quick Advisors, LLC since 2017. Prior to joining the firm, he attended Lehigh University. Simon Quick Advisors provides wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services to individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients. The firm employs a diversified investment approach including unaffiliated independent managers, mutual funds, ETFs, and affiliated private investment funds, and it offers integrated tax and back-office services.