Cristina Puleo

About Cristina Puleo

I joined Simon Quick (formerly William E. Simon and Sons) in June 2015 and currently serve as Vice President of Tax on the firm’s Family Office team. In this role, I lead the delivery of high-touch tax services for the firm’s most complex and sophisticated clients, with a focus on providing a seamless, white-glove experience.I manage and coordinate tax compliance, planning, and reporting for high-net-worth individuals and their related entities, including trusts, partnerships, corporations, and private foundations. Over the years, I’ve built deep institutional knowledge of our clients and the firm, allowing me to anticipate needs, navigate complex tax matters, and minimize client burden while maintaining the highest standards of accuracy and timeliness.I oversee the end-to-end tax process for Family Office clients and work closely with advisors and external service providers to ensure consistency, efficiency, and a smooth client experience. In addition to my client responsibilities, I contribute to the continued growth and evolution of the Family Office by enhancing internal processes, improving cross-team collaboration, and helping establish scalable best practices for tax coordination.Prior to joining Simon Quick, I spent seven years as a senior tax accountant at a boutique CPA firm in New York, working extensively with high-net-worth individuals and their related entities across a wide range of tax matters.

Experience

1. Vice President - Tax, Family Office Services

   Simon Quick Advisors, LLC

   Feb 2019 — Present

Education

• James Madison University

  Bachelor of Business Administration - BBA, Accounting

  2003 — 2007