Simon Quick Advisors, LLC

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Our mission statement is to give our clients the freedom to pursue what matters most to them. Our clients come from different industries and backgrounds, but they have all found their own individual success and have accumulated significant wealth. Navigating the complexities that come with wealth... Read more

Industries

Enterprise Software, Investment Management

Headquarters

Employees

Links

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Adelina Lifrieri

Vice President / Principal

Adelina Lifrieri

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Vice President

Vice President

Chief Investment Officer | Partner

Michael T. Oliveri

Chief Financial Officer At Simon Quick Advisors, LLC

Managing Director, Head Of People, Principal

Managing Director, Chief Marketing Officer

Director, Southeast | Principal

Managing Director | Chief Compliance Officer | Principal At Simon Quick Advisors, LLC

Lori A. Salerno

Vice President- Client Service Associate

Client Service Associate

Teams

Investment Team

43 members

Leadership Team

20 members

Client Service Team

18 members

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