By Tyler Stoviak
Sometimes a career journey is full of twists and turns, and sometimes you just know the right path to take. I fall into the second category. During my college years, I knew I wanted to pursue a career where I could help people and partner with them to find success in life, and the financial industry seemed to be the right place to do that. I earned my bachelor’s degree in finance from Syracuse University and began obtaining the experience and education necessary to launch a fulfilling and enjoyable career.
After graduation, I interned at BGC Partners, working on the trading floor and providing client quotes for the interest rate dollar swap desk. From there, I became a portfolio accountant at T. Rowe Price and oversaw allocations of 38 different portfolios. Following my time at T. Rowe Price, I worked at Firstrust as a credit analyst underwriting commercial loans between $1-15 million and as a financial advisor at Merrill Lynch in New York City. With nine years of industry experience under my belt, I joined Massey Quick Simon in 2017.
My Role Today
Today, I am a client advisor for Massey Quick Simon, managing client relationships by assisting in the financial planning process and implementing investment portfolios. I spend my days counseling and advising clients on wealth management and financial planning needs, also working with endowments and foundations.
I am passionate about helping clients make informed decisions about all aspects of their financial life. I love that every day looks different and I get the opportunity to build relationships with my clients, actively listening to and seeking to understand their financial and emotional decision-making processes. With this insight, I help them create customized strategies designed to get them from point A to point B.
How I Can Help
I believe that my clients choose to work with me because of the high-touch service I provide and my commitment to helping each and every client preserve their capital and grow their wealth. My clients are unique in that many of them work in the financial services industry or are business executives or entrepreneurs. They all have unique stories and challenging financial needs and require tailored strategies to address risk management, tax minimization, and estate planning.
Partner With Us
My number-one goal is for every client to feel confident in their financial future and in the ability of our services and expertise to make that future a reality. If you have questions about your financial needs and goals and are ready to start a conversation about your finances, Massey Quick Simon can help. To discover your financial opportunities, call me at 973-525-1043 or email firstname.lastname@example.org.
Tyler Stoviak is a director and client advisor at Massey Quick Simon with 10 years of experience in the financial services industry. He uses his extensive experience to manage client relationships, assist in the financial planning process, and implement investment portfolios. Tyler also directly counsels and advises clients on wealth management and financial planning needs and works with endowments and foundations. Tyler graduated from Syracuse University with a bachelor’s degree in finance and has also completed additional education in credit management and investment banking. Tyler played Division 1 Big East Men’s Soccer all four years at Syracuse University where he was a four-time Big East Academic All-Star. He is very active in the New York City not-for-profit world and is currently on the junior board of the River Fund Organization (crisis aid program of the Robin Hood Foundation) as well the NY Board of the Jefferson Awards Foundation. Learn more about Tyler by connecting with him on LinkedIn.