Ms. Bedi joined Massey Quick Simon in September of 2014 as a member of the client relationship management team. She is responsible for supporting the Partners and Relationship Managers in coordinating client communications, implementing investment plans, preparing investment performance reports and assisting in the financial planning for clients.Prior to joining Massey Quick Simon, Nikita worked at Wellington Management as an Investment Data Analyst in the Investment Data and Derivatives Team. There, she assisted traders and portfolio managers globally with setup and maintenance of various types of securities.Ms. Bedi graduated from Northeastern University with a B.S. in Business Administration with a dual concentration in Finance and Marketing and a minor in International Affairs. While at NEU, Ms. Bedi was actively involved in the community. She was part of the Finance and Investment Club, Women in Business, Council of University Programs and Delta Phi Epsilon Sorority. Ms. Bedi also volunteered with The Greater Boston Food Bank, Cradles for Crayons, ANAD (National Association of Anorexia Nervosa and Associated Disorders) and Cystic Fibrosis Foundation during her years at Northeastern University.
Call: 973-525-1012Email: firstname.lastname@example.orgConnect with Nikita on LinkedIn.
Mr. Belfatto is a Managing Partner of Massey Quick Simon and is responsible for client relationship management, marketing and new business development. He is a member of the firm’s Management Committee and also serves as the Senior Relationship Manager on a number of individual, endowment and foundation client accounts.
Mr. Belfatto joined Massey Quick Simon as a partner in 2007, after a 23 year career on Wall Street. He began his career in institutional sales at Merrill Lynch in 1984. During his seventeen years at the firm, he held various positions in sales, sales management, and capital markets, including Global Head of Convertible Bond Sales, Global Head of Equity Sales and Global Head of Fixed Income Sales.
Mr. Belfatto joined HSBC in 2002 as Head of Sales for the Americas, during which time he played a key role in the build-out of the sales organization across products in Canada, Latin and South America and the US. He later became the Global Head of Equities, based in London and New York, and was responsible for restructuring this business, integrating cash and derivatives and developing a risk management platform. In 2006 he assumed responsibility for the Markets business in the Americas, which included sales, trading, capital markets and risk management across equities, fixed income, commodities, foreign exchange, futures and derivatives. He was also a member of HSBC's Investment Committee for the North American Retirement Income Plan from 2006-2007. In 2007, he established the Executive Client Coverage Group to leverage the bank’s capabilities with key clients across commercial and investment banking, markets and private banking. Immediately prior to joining Massey Quick, Mr. Belfatto was a Senior Executive Vice President at HSBC and served as a member of the Executive Committee for Corporate, Investment Banking and Markets.
Mr. Belfatto graduated from Seton Hall University summa cum laude with a major in Economics, and went on to Harvard Business School, graduating with a concentration in Marketing and Finance. He is currently a member of the Seton Hall University Advisory Committee. Previously he served on the Planning Board in Summit, NJ, the Board of Trustees of the Susan G. Komen for the Cure North Jersey Affiliate, Oak Knoll School of the Holy Child and the North Jersey Affiliate of the Juvenile Diabetes Foundation.
Call: 973-525-1025Email: email@example.comConnect with Joseph on LinkedIn.
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Mr. Donovan joined Massey Quick Simon in July 2017. He is currently an analyst on the client advisory team. He is responsible for supporting the Partners and Client Advisors in assisting with financial planning for clients, implementing investment plans, preparing investment performance reports and coordinating client communications.
Mr. Donovan graduated Cum Laude from Lehigh University in May of 2017 with a B.S. in Finance. At Lehigh, Mr. Donovan was a member of the varsity baseball team including the 2015 Patriot League Championship Team. He served as Team Captain and is just the tenth three-time All-Patriot League Baseball honoree in school history and only the fifth All-Eastern College Athletic Conference honoree in school history. Mr. Donovan also earned All-Academic Patriot League honors and the Lehigh Baseball Scholar Award. Mr. Donovan was active in campus leadership programs and was a member of the College of Business and Economics Leadership Council, Lehigh Baseball Leadership Council, Student-Athlete Mentor and Lehigh Leadership Legacies among others.
Call: 973-525-1030Email: firstname.lastname@example.orgConnect with Connor on LinkedIn.
Director / Client Advisor
Mr. Ferrare joined Massey Quick Simon in 2011, and works directly with high net worth clients in developing and implementing their investment and financial planning goals. Mr. Ferrare also works with single family offices, endowments and foundations and regularly attends investment committee and board meetings. Prior to joining Massey Quick, Mr. Ferrare spent five years in the Private Client Advisor Practice at Deloitte Tax LLP. He provided tax advisory services to a variety of private clients including high net worth individuals, investment partnerships, corporate executives and owners of closely-held businesses. Mr. Ferrare graduated from Bryant University with a BS in Finance. He completed the Financial Planning Certificate Program at Fairleigh Dickinson University in December 2009 and became a CERTIFIED FINANCIAL PLANNER™ practitioner in November 2010. In April 2014, Mr. Ferrare became a Chartered Alternative Investment Analyst (CAIA).
Call: 973-525-1036Email: email@example.comConnect with Kyle on LinkedIn.
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Director of Financial Planning / Client Advisor
Mr. Lalor serves as the Director of Financial Planning where he employs his extensive experience to oversee the firm’s financial planning services. His expertise includes tax, retirement, and cash flow planning, as well as executive compensation. He also manages some of the firm’s family relationships, endowments, and foundations.Mr. Lalor began his financial services career at The MDE Group, a New Jersey based wealth management firm. There he was involved with many of the firm’s largest corporate executive financial counseling relationships. Prior to entering the financial services industry, he worked for the telecom company, JDS Uniphase, where he was a Development Engineer managing teams responsible for the design and production of new products.Mr. Lalor earned an MBA with a finance concentration from Rutgers Business School. He graduated with a BS from Rutgers School of Engineering where he majored in Ceramic and Materials Engineering.Mr. Lalor became a CERTIFIED FINANCIAL PLANNER™ practitioner in January 2007 after completing Fairleigh Dickinson University’s Program for Financial Planners in 2006. He completed his Chartered Financial Analyst (CFA) designation in 2014.
Call: 973-525-1033Email: firstname.lastname@example.orgConnect with William on LinkedIn.
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Mr. Mahoney joined Massey Quick Simon in 2018. As a Vice President on the client advisory team, his focus is on providing investment and financial planning advice to high net worth individuals & families.
Mr. Mahoney began his career at Bloomberg LP. While at Bloomberg, he partnered with some of the firm’s largest clients to solve business challenges through the suite of Bloomberg functionality and services. Most recently, Mr. Mahoney worked at UBS Private Wealth Management in NYC, where he was responsible for providing access to wealth management solutions available to the firm’s ultra-high net worth clients. He helped advise clients on all of their wealth management needs from investments, to lending, to generational wealth planning.
Mr. Mahoney graduated from Connecticut College in New London, CT. While at Connecticut College, Jack was a member of the lacrosse team. He became a CERTIFIED FINANCIAL PLANNER™ practitioner in 2015. He and his wife are residents of Montclair, NJ, where Jack remains involved with the youth lacrosse program.
Call: 973-525-1044Email: email@example.comConnect with Jack on LinkedIn.
Ms. Mallia joined Massey Quick Simon in 2018 with over 13 years of experience in wealth management and investing. As a Client Advisor, she works with clients to identify and implement custom-tailored investment management and financial planning strategies designed to help each client achieve their unique financial goals and objectives. Ms. Mallia has experience working in all areas of financial planning, including retirement planning, estate planning, tax planning and risk management.
Prior to joining Massey Quick Simon, Ms. Mallia worked as a financial advisor at Modera Wealth Management, Morgan Stanley and UBS Financial Services where she provided financial planning and investment management services to high net worth individuals and families. Ms. Mallia began her career within a variety of roles on Wall Street including positions at Merrill Lynch and Deutsche Bank.
Ms. Mallia graduated summa cum laude from University of Rhode Island with a BS in Accounting and earned an MBA with a finance concentration from Fordham University. She completed her Financial Planning Certificate Program at Pace University and became a CERTIFIED FINACIAL PLANNER™ practitioner in January 2008. In 2017, Ms. Mallia became a Certified Divorce Financial Analyst (CDFA).
Call: 973-525-1011Email: firstname.lastname@example.orgConnect with Lisa on LinkedIn.
Director / Client Advisor
Ms. Mehlfelder joined Massey Quick Simon in June 2009 with prior experience in wealth management and investing. As a Client Advisor, she works with clients in developing and implementing their financial planning objectives. She is the head of Massey Quick Simon’s Next Gen Committee that is focused on our next generation of clients and the utilization of technology. She is also spearheading a next generation effort for the New Jersey Chapter of the Financial Planning Association. Ms. Mehlfelder is part of our Massey Quick Simon Women’s Network and has played a key role in recruitment and managing the intern program in past years. Prior to joining Massey Quick Simon, Ms. Mehlfelder interned in the Private Investors Operations Group of BlackRock, Inc. where she was responsible for reconciling trades, creating metrics and training fellow employees. Throughout her wealth management career at other boutique financial advisory firms, she has gained valuable experience monitoring client investments and spearheading strategic marketing efforts. Ms. Mehlfelder earned a BS degree in Finance with a minor in Mathematics from The College of New Jersey where she maintained Dean’s List status. She completed Fairleigh Dickinson University's Program for Financial Planners in 2011 and became a CERTIFIED FINANCIAL PLANNER™ practitioner in 2012. She earned her CAIA Charter in March of 2014 and is a member of the Chartered Alternative Investment Analyst Association.
Call: 973-525-1027Email: email@example.comConnect with Larissa on LinkedIn.
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Director, Head of Client Advisory
Mr. Morr joined Massey Quick Simon in 2012 and currently serves as the Head of the Client Advisor Group. In this role, Tom is responsible for managing various aspects of the firm’s client advisory team, which includes Advisors, Associates, Analysts and Client Service Administrators to ensure they are providing the highest level of service to our clients. Tom works closely with all departments to create efficiencies and best practices, including implementing innovative processes and technologies to improve the client experience. By sitting on the firm’s Hiring Committee, Tom is also involved with the hiring and training of new employees. As a Client Advisor, Tom works directly with counsels and advises high net worth individuals and families on wealth management and financial planning to help them achieve their financial goals. He also advises endowments & foundations on developing an investment policy statement, asset allocation, and portfolio implementation. Additionally, Mr. Morr works with business owners to provide retirement plan solutions for employees. Tom completed Bryant University's Program for Financial Planners and became a CERTIFIED FINANCIAL PLANNER™ practitioner in 2016. He earned his CAIA Charter in 2014 and is a member of the Chartered Alternative Investment Analyst Association. Tom graduated from Siena College with a B.A. in History and a minor in Business. While at Siena, Tom was the goalie on their nationally ranked lacrosse team. He maintains a strong relationship with his alma mater and is the head of the Siena Lacrosse Alumni Network (SLAN). SLAN provides current student athletes an opportunity to connect with alumni in the field of their interest in order to better prepare for life after school.
Call: 973-525-1047Email: firstname.lastname@example.orgConnect with Thomas on LinkedIn.
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Client Service Administrator
Ms. Ruiz joined Massey Quick Simon in September 2017 as a client service administrator. Her primary responsibilities include liaising with third party service providers such as custodians, managers, and other advisors. Shannon assists with administrative tasks related to reporting and processing new accounts. Ms. Ruiz received her B.S. in Finance & B.A. in Latin American Studies from Rutgers University in 2017. At Rutgers, she worked as a Building Manager for the Recreation department where she trained and oversaw a staff of her peers, gaining valuable leadership and management exposure. She was also a Resident Assistant, Peer Mentor, and Equal Opportunity Fund Scholar. In her leisure time, Ms. Ruiz enjoys biking, hiking, and spending time with her friends and family.
Call: 973-525-1042Email: email@example.comConnect with Shannon on LinkedIn.
Managing Director / Client Advisor
Ms. Salvo joined Massey Quick Simon in its nascent stages and was drawn to the priority placed by the founders on client service. As a Client Advisor and Certified Financial Planner™, Ms. Salvo advises clients across many aspects of wealth management so they can spend less time worrying and more time enjoying the life they have worked hard to build. This includes developing customized portfolios; education, retirement, and estate planning; cash flow analysis; and assessment of risk tolerance and time horizon. She liaises with clients' CPAs and attorneys to enhance communication while managing the investment process, trouble-shooting issues, and enhancing tax planning. After graduating cum laude from Hartwick College with a major in English, Ms. Salvo started her career as a fundraiser and event-planner for non-profits, and always enjoyed working with teams – motivating them to work better together and raise more dollars for the cause – and felt the best way to accomplish this was to take the time to understand each of the individuals she worked with. This customized approach carried over as she sought out a career in financial services. She was drawn to the challenge of learning a new field that catered to individuals and their financial well-being. Each of the families she works with is unique and deserves a customized, high-touch approach in managing their wealth.Over the years, she has often struggled to involve her female clients who prefer instead to let their husbands take the lead in financial matters. In response, she created and now spearheads the firm’s Women’s Network Initiative, a unique effort of over 500 members to more deeply engage, educate, and empower our female clients and professionals in our network. To learn more about joining our network please email us at: MQWomensInitiative@mqsadvisors.com. Additionally, Ms. Salvo currently serves as a mentor, runs a monthly networking workshop, and serves on the HR Task Force committee at the firm. Externally, she serves as a member of the Finance Committee for Preschool Advantage in Morristown and is a local Girl Scout Troop Leader.
2019 Five Star Wealth Manager2017 NJBiz Best 50 Women in BusinessRankings Disclaimer
Call: 973-525-1026Email: firstname.lastname@example.orgConnect with Lorraine on LinkedIn.
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Mr. Stroud joined Massey Quick Simon in December of 2017. He is currently a member of the Client Advisory team and is responsible for supporting the Client Advisors and Partners in assisting with financial planning, implementing investment plans, preparing investment performance reports and coordinating client communications. Prior to joining Massey Quick Simon, Dylan worked for Piper Jaffray & Co. as an Investment Banking Analyst within the firm’s sell-side M&A team. He worked on multiple sell-side transactions and gained extensive experience conducting business analyses and valuations. Dylan graduated Cum Laude from Washington & Lee University with a B.S. in Business Administration and Art History.At Washington & Lee, Dylan was a four-year member of the University’s Varsity Men’s soccer team. A Scholar-Athlete all four years, Dylan led the team to two NCAA tournament appearances and earned CoSIDA Academic All-District honors his senior year. Dylan was also involved in the University’s art scene, as a member of the Student Arts League and publishing an Art History thesis on Jacksonian American art. Dylan attended the Delbarton School in Morristown.
Call: 973-525-1040Email: email@example.comConnect with Dylan on LinkedIn.
Mr. Stoviak joined Massey Quick Simon in 2017, bringing with him 9 years of experience in the financial services industry. As a Client Advisor he is responsible for managing client relationships by assisting in the financial planning process and implementing investment portfolios. Mr. Stoviak directly counsels and advises clients on wealth management and financial planning needs. Additionally, he works with endowments and foundations.Mr. Stoviak began his career at T. Rowe Price as a portfolio accountant. Following T. Rowe Price, he worked at Firstrust as a credit analyst underwriting commercial loans between 1-15MM in the Northeast region. Before joining Massey Quick Simon, Mr. Stoviak was a financial advisor at Merrill Lynch in NYC from 2011 to October 2017. Mr. Stoviak graduated from Syracuse University where he majored in finance. He also played Division 1 Big East Men’s Soccer all four years where he was a four-time Big East Academic All-Star. Mr. Stoviak is very active in the New York City not-for-profit world. He 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.
Call: 973-525-1043Email: firstname.lastname@example.orgConnect with Tyler on LinkedIn.
Senior Client Services Administrator
Ms. Sullivan joined Massey Quick Simon in March 2015 as a client service administrator. Her primary responsibilities include supporting multiple relationship management teams and working with various custodians, managers, and administrators. She assists with administrative tasks related to reporting and processing accounts and is a key asset in maintaining day-to-day operations.Prior to joining the team, Ms. Sullivan worked as an administrative assistant for Christine Haviaris, CPA. There she gained exposure to finance and accounting, bringing extensive experience in administration and client service to Massey Quick.Ms. Sullivan received her B.A. in Psychology from Southern Connecticut State University in 2013. In her leisure time, she enjoys playing and coaching volleyball, spending time with her friends and family, and traveling.
Call: 973-525-1004Email: email@example.comConnect with Vanessa on LinkedIn.
Mr. Velischek joined Massey Quick Simon in July of 2016. He is currently a member of the Client Advisory team. He is responsible for supporting the Partners and Client Advisors in assisting with financial planning for clients, implementing investment plans, preparing investment performance reports and coordinating client communications. Prior to joining the Client Advisory team Mr. Velischek spent six months in the Massey Quick Simon Analyst Training Program.Mr. Velischek graduated from Bucknell University with a B.S.B.A in Accounting and Financial Management in May of 2016. At Bucknell, Mr. Velischek was actively involved on campus. He was a computer technician at the Technology Desk, a Residential Adviser, a Peer Adviser of the Chi Phi Fraternity and a teaching assistant for Management 101. Mr. Velischek was also an analyst in Bucknell’s Student Managed Investment Fund course where he actively managed over $1.5 million of the university endowment.
Call: 973-525-1003Email: firstname.lastname@example.orgConnect with Anders on LinkedIn.
Ms. Weadock joined Massey Quick Simon in January 2018 as a client service administrator. Her primary responsibilities include supporting the client advisory team in managing client relationships and working with various custodians, managers and administrators to ensure the accuracy of client reports and account processing. She is an important part of onboarding clients and daily operations. Prior to joining Massey Quick Simon, Ms. Weadock worked at Paul McCoy Family Office Services where she assisted a group of wealth managers with tax and estate planning for high net wealth individuals. She also gained exposure to portfolio management and research analysis at her internship with Wellington management in the Fixed Income department. Ms. Weadock graduated from Northeastern University in December of 2017 with a B.S. in Business Administration with a concentration in Finance. At Northeastern, she was on the leadership team of Thrive, the University’s Center for Financial Independence. She taught students about personal finance and guided them through creating budgeting plans and student loan repayment plans. She was the President of Northeastern’s Her Campus chapter, a lifestyle blog for college women, and a member of the Finance and Investment Club. Ms. Weadock also volunteered her time at the Animal Rescue League of Boston as a dog walker. In her spare time, Ms. Weadock enjoys reading, rock climbing and running.
Call: 973-525-1041Email: email@example.comConnect with Morgan on LinkedIn.
Mr. Weitz joined Massey Quick Simon in 2011. As a Managing Director and Client Advisor, his focus is on providing investment and financial planning advice to high net worth individuals & families. Additionally, he works closely with endowments & foundations and regularly attends investment committee and board meetings. Mr. Weitz is also Chair of the firm’s Hiring Committee. Prior to joining Massey Quick Simon, Mr. Weitz worked as a portfolio analyst at RegentAtlantic Capital where he was responsible for the daily monitoring and rebalancing of over 250 client portfolios. He was also a member of the firm’s Investment Committee and Risk Management Subcommittee, and co-authored an article about the attractiveness of high yield bonds that was published in 2008 by The NAPFA Advisor. Mr. Weitz completed Fairleigh Dickinson University’s Financial Planning program and passed the CERTIFIED FINANCIAL PLANNER™ exam in 2009. He is also a Chartered Financial Analyst charterholder and member of the CFA Institute. Mr. Weitz holds a B.S. in Psychology from the University of Maryland and an MBA in Finance from Rutgers Business School. In his leisure time, Mr. Weitz enjoys playing golf and traveling.
Call: 973-525-1017Email: firstname.lastname@example.orgConnect with Daniel on LinkedIn.
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Mr. Wells joined Massey Quick Simon in December of 2017. He is currently in the Massey Quick Simon Analyst Training Program in which he will rotate through each of the firm’s primary divisions – client advisory, investment research, and operations during a three-month period of time.
Prior to joining MQS, Garrett worked as a consultant for First Derivatives focusing on Regulatory Reform for investment banks. There he gained experience in the implementation of financial regulation across the front, middle, and back offices of large banks.
Garrett graduated with High Honors from the Stevens Institute of Technology in May of 2017 with a B.S. in Business and Technology, concentrating in Finance and Information Systems. While at Stevens, Garrett was a member of the varsity baseball team and he currently is a volunteer assistant coach. Mr. Wells is originally from Manhattan Beach, California.
Call: 973-525-1032Email: email@example.comConnect with Garrett on LinkedIn.
Ms. Bell joined Massey Quick Simon in 2018, extending the firm’s reach to the Southeast by opening an office in Chattanooga, TN. As Director of the Southeast and Client Advisor, Kristin counsels and advises high net worth individuals and families on wealth management and financial planning to help them achieve their financial goals. She also advises endowments and foundations on developing an investment policy statement, asset allocation, and portfolio implementation. Additionally, Ms. Bell works with business owners to provide retirement plan solutions for employees. She is also involved with the Women’s Network Initiative, a unique effort of over 500 members to more deeply engage, educate, and empower our female clients and professionals in our network. To learn more about joining our network please email us at: MQWomensInitiative@mqsadvisors.com.
Of her 20+ years in the investment industry, Kristin spent thirteen years as an analyst on the Fixed Income desk at Unum Group. During her tenure there, she covered private placement bonds, investment grade and high yield corporate bonds, and municipal bonds, developing a keen understanding of corporate and municipal risk and financial analysis in a variety of market conditions. She left there in 2015 to go to Southeastern Trust where she improved the firm’s investment strategy, manager selection process, and implemented private equity and other alternative investments opportunistically. She also managed and implemented the firm’s fixed income strategy. Above all, she enjoyed working with clients and helping solve the financial complexities in their lives. Kristin completed the Chartered Financial Analyst program and received the CFA designation in 2004. She is a member of the CFA Institute, the CFA Society East Tennessee, as well as the Chattanooga Estate Planning Counsel. Ms. Bell holds a B.S. in Psychology from Wheaton College, where she was the captain of the tennis team. She has served on a variety of non-profit boards but currently serves on the Board of Directors and Development and Finance Committees of the Children’s Advocacy Center of Hamilton County as well as the Baylor School Alumni Board. In her leisure time, Ms. Bell enjoys spending time with her husband and two boys. She is a CrossFit enthusiast and loves to snow ski.
Call: 973-525-1000Email: firstname.lastname@example.orgConnect with Kristin on LinkedIn.