William Lalor
Head of Financial Planning at Simon Quick Advisors, LLC
- Role
- Managing Director Principal at Simon Quick Advisors, LLC
- Location
- Morristown, NJ, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About William Lalor
Certified financial planner (cfp®)chartered financial analyst (cfa)
Experience
Managing Director Principal
Jan 2019 — Present
Education
Rutgers Business School
Masters of Business Administration, Finance
2003 — 2005
Rutgers School of Engineering
B.S., Ceramic Engineering
1995 — 1999
Skills
- Asset Management
- Investment Management
- Portfolio Management
- Leadership
- Financial Planning
- Asset Allocation
- Mutual Funds
- Hedge Funds
- Risk Management
- Securities
- Fixed Income
- Certified Financial Planner
- Investments
- Investment Advisory
- Asset Managment
- Equities
- Wealth Management
- Retirement Planning
- Strategic Financial Planning
- Investment Strategies
- Alternative Investments
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