Simon Quick Advisors
Finance
Host Website
https://simonquickadvisors.com/Company Description
Simon Quick Advisors is a wealth management and investment consulting firm that advises high net worth individuals and families. Simon Quick Advisors is an independent registered investment advisor (RIA) offering customized integrated financial planning and investment solutions. The firm has offices in Morristown, NJ, New York, NY, Chattanooga, TN, Palm Beach, FL, and Denver, CO.Job Position
Managing Partner / Chief Operating OfficerJob Description
Mr. DeLotto joined Simon Quick in April 2007 and currently serves as the Chief Operating Officer, with primary responsibility over the areas of Finance and Operations. He also oversees legal, compliance, technology and infrastructure and, as a member of the Executive Committee, contributes to the firm’s strategic direction, business development and business planning. In early 2013, Mr. DeLotto became an equity partner of Simon Quick. He has a BS in Business Administration with a concentration in Finance from Villanova University School of Business. He is an active member in the Morris/Somerset Chapter of the Villanova Alumni Association and was an active member of The Villanova School of Business and served as a mentor in the Commerce and Finance Counselor program. A graduate of the Delbarton School in Morristown, NJ, he currently serves on the Board of the Alumni Association and is the Co-Chair of the school’s annual fundraising effort. Mark currently sits on the Technology Advisory Board for both Pershing LLC (an affiliate of BNY Mellon) and Fortigent LLC (an affiliate of LPL Financial). Mark sits on the Board of Directors for the ARC of Morris County, an organization dedicated to people affected by intellectual and related developmental disabilities and their families in Morris County.Externships
DelEX 2024
Thursday, Jul 11, 2024
9:00 AM - 5:00 PM
In-Person
Business Casual
Morristown, NJ
Learning Goals
Operations Team Career Path Sales and Marketing Career Path Shadow a Client Advisor/Career Path Lunch with a Partner Cover Letter/Resume & Networking Workshop Excel Tips & Tricks Workshop Investment Research Career Path Finance 101