Joe Belfatto

About Joe Belfatto

I joined Simon Quick Advisors as a Partner in June, 2007. When Les Quick, a close friend, founded Simon Quick Advisors, I was immediately impressed with his vision and business model. He embarked upon a mission to create a wealth management firm that served their clients\' best interests by aligning the firm\'s goals with their clients.As a result, the firm quickly grew as did Simon Quick Advisors\' reputation and brand. Les truly created a client-driven business, one that I believed in and wanted to be part of building. Fast forward to 2017 we merged with William E. Simon & Sons. WESS is a family office which served former Treasury Secretary William E. Simon’s children and grandchildren. This merger has been a great success and added family office services to our financial planning and investment capabilities. In 2022, we merged with Red Hook Capital, a Morristown based wealth management firm founded by Bill Conger that was seeking to partner with a larger firm that would help them serve their clients better. Today I am proud to share that our firm is independent and employee owned. We now have 30 owners and over 90 employees and have built out a great team as part of our succession plan. Simon Quick provides me with the opportunity to interact with bright and motivated colleagues, clients with varied backgrounds, and investment managers across asset classes, which I find both intellectually stimulating and challenging. I have found this chapter of my career to be very fulfilling and feel fortunate to be part of Simon Quick Advisors. https://static.twentyoverten.com/5dd43b58fe95cc60688ef1e8/tdr9p5b4/Simon-Quick-Advisors-Disclosure-Information.pdf

Experience

1. Managing Partner Wealth Management and Investment Consulting Services

   Simon Quick Advisors, LLC

   Jun 2007 — Present · US

   As a Managing Partner at Simon Quick Advisors, I oversee Client Relationship Management, Sales and Marketing and am a member of the management committee. Simon Quick Advisors is a Registered Investment Advisor, and provides Wealth Management and Investment Consulting services to High Net Worth Families, Foundations, Endowments and Single Family Offices.What makes us different? We are experienced financial services professionals who are investors as well. Our partners often lead and or co-invest in the investment strategies and managers we utilize for our client’s customized portfolios. We believe this distinguishes us from our competitors and ensures our interests are aligned with our clients.https://static.twentyoverten.com/5dd43b58fe95cc60688ef1e8/tdr9p5b4/Simon-Quick-Advisors-Disclosure-Information.pdf

Education

• Seton Hall University

  Bachelor of Arts and Sciences

  1972 — 1976

• Harvard Business School

  MBA

  1976 — 1978

Skills

• Fund of Funds
• Capital Markets
• Investments
• Asset Allocation
• Hedge Funds
• Investment Management
• Investment Advisory
• Wealth Management
• Alternative Investments