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.
Connect with Joseph on LinkedIn.
Read blog posts by Joseph Belfatto:
Ms. Canavan joined Massey Quick Simon in June of 2015 and is a member of the Investment Research Team. Paige is responsible for monitoring existing investments both from a quantitative and qualitative perspective across traditional equity, fixed income and alternative strategies. Additionally, she participates in manager due diligence calls and visits on a regular basis. Paige is also responsible for analyzing new investment opportunities. Prior to joining the Investment Research Team, Paige was an analyst on the Client Advisory team and spent six months in the Massey Quick Simon Analyst Training Program.Ms. Canavan graduated Cum Laude from Fairfield University in May of 2014 with a B.S. in Finance. She spent her entire junior year studying at The London School of Economics and Political Science in London, UK. She is a CAIA charterholder since 2018 and member of the Chartered Alternative Investment Analyst Association. While at Fairfield, she was the Logistics Chair for St. Jude’ Up ‘til Dawn, a fundraiser for the children’s research hospital.
Connect with Paige on LinkedIn.
Mr. Loughry joined Massey Quick Simon in the summer of 2018 following his graduation from St. Bonaventure University. As an analyst on the Investment Research team, he is responsible for the monitoring of previous investments, as well as quantitative, qualitative, and operational due diligence on a variety of new investment opportunities. AJ frequently participates in meetings and calls with prospective and existing managers.
At St. Bonaventure University AJ received bachelor degrees in Finance and Accounting, graduating Summa Cum Laude. During his time at St. Bonaventure, AJ was a manager of SIMM, a student-run investment fund with a portfolio of over $300,000. Mr. Loughry was also involved with two service organizations on campus, Bona Responds and Bona Buddies. Lastly AJ played on his school’s club basketball team, and still enjoys playing in his free time today.
Connect with AJ on LinkedIn
Chief Investment Officer / Managing Partner
Mr. Moore sits on the firm's Management and Investment committees providing insight on strategy, management, financial planning, and investments. He works closely with clients to build financial plans and multi-manager multi-asset class portfolios. He has experience in estate, retirement, insurance, tax, charitable, and investment planning.Mr. Moore has responsibility for overseeing the firm's asset allocation and portfolio construction process and works closely with the Client Advisors to structure client portfolios. He also oversees the Investment Research Team and due diligence process across equity, fixed income, hedge fund, private equity, real estate, and venture capital investments. He authors the firm’s annual Market Outlook which provides guidance on market and asset class expectations and is a frequent author of topical white papers. He has had a variety of speaking engagements and is a frequent panelist on asset allocation, alternative investing, and due diligence. He has been interviewed by Bloomberg, The Wall Street Journal, and The New York Times. Mr. Moore joined Massey Quick Simon soon after the firm's inception. He began his career in the financial services industry working for Aon Risk Services as a licensed Property & Casualty insurance producer servicing middle to large market corporations in the Northeast. Mr. Moore is a CERTIFIED FINANCIAL PLANNER™ practitioner and earned an MBA from Columbia Business School where his studies were concentrated in finance and investments. He graduated with a BA from the College of the Holy Cross where he majored in Mathematics and minored in Computer Science. Mr. Moore is an Advisory Board Member for Bow River Capital Partners, a private equity firm based out of Denver, CO. He is a member of the NJ chapter of the Young Presidents’ Organization (YPO). He is actively involved in fundraising and support for the fight against breast cancer through both the Susan G. Komen Foundation and the Avon Walk for Breast Cancer.
Connect with Chris on LinkedIn.
Read Investment Strategy Essays written by Christopher Moore:
Founding Partner / Managing Partner
Mr. Quick co-founded Massey Quick (now Massey Quick Simon) in 2004. He began his career in 1975 as the fourth employee of Quick and Reilly Inc., the first New York Stock Exchange (NYSE) member to offer discount stock brokerage to the investing public. During his 28 years with the firm, he served in many capacities. He was a key member of the management team that built the branch network, started and grew a major clearing firm, acquired and ran a major NASDAQ market making firm, made many acquisitions of NYSE specialist firms and built one of the industry’s first electronic internet trading platforms. Mr. Quick was the company liaison for Quick and Reilly in 1983 when it offered stock to the public and became listed on the NYSE. Mr. Quick completed his tenure as Chairman of Fleet Securities, Inc. in 2003 after Fleet Bank had acquired Quick and Reilly Group, Inc. in 1998.Mr. Quick has served on many industry boards and committees, including the NYSE Hearing Board, the Board of Governors of the Chicago Stock Exchange, the Board of Directors of the Securities Industry Association and District Committee #10 of the NASD. Currently, Mr. Quick is Chairman of the board for Big Brothers Big Sisters of Hudson, Essex & Union Counties, he also serves on the boards of the Bishop's Finance Council for the Diocese of Metuchen and the Finance Council for Our Lady of Perpetual Help. He serves on the Investment Committees for the Diocese of Metuchen, St. Mary's Abbey/Delbarton, and the Franciscan Friars of the Holy Name Province. He also served as the Chairman of the Campaign for the Heart at Morristown Memorial Hospital and is a Trustee for the Foundation for Morristown Medical Center. Mr. Quick sits on the Order Friar Minors Finance Committee in Rome, Italy and on the Board of Trustees for St. Bonaventure University and St. Patrick's Cathedral in New York City.Mr. Quick earned a BBA in Finance from St. Bonaventure University, which elected him as a Trustee Emeritus and awarded him an honorary doctorate degree. He is a recipient of the Ellis Island Medal of Honor and the Flame of Charity's Man of the Year award.
Connect with Leslie on LinkedIn.
Read blog posts by Leslie C. Quick III:
Mr. Peter Simon became a partner at Massey Quick Simon in 2017. Prior to that, Peter Simon co-founded William E. Simon & Sons, LLC along with his late father, former Treasury Secretary William E. Simon, and his brother, William E. Simon, Jr., in 1988. He currently serves as Co-Chairman of the Firm and The William E. Simon Foundation. Peter Simon was previously employed by Kidder Peabody in New York City from 1975 – 1988. At Kidder Peabody, he rose to Managing Director in the Convertible Securities Department. During his time at Kidder Peabody, he was part of the Institutional Equity Trading Department specializing in convertible securities. The department established themselves as a leading underwriter and market maker in convertible securities. It also developed one of the first research products focused on converts. Peter Simon earned a BA in Psychology from Lafayette College and also attended NYU’s Graduate School of Business. Currently, Mr. Simon is an emeritus member of the Board of Trustees at Lafayette College. At the University of Rochester, he is an emeritus member of the Executive Advisory Committee at The William E. Simon School of Business. At the present time, he is a member of the Board of Trustees of the Richard Nixon Foundation. He is a member of the Board of Trustees of the Arnold and Mabel Beckman Foundation, a member of the New Vernon Cemetery Association Board of Trustees and a provisional member of the Charles Hayden Foundation. In all of these Board roles, he has been Chair of their Investment Committee. Peter also serves as a Lector at Christ the King Church in New Vernon. Past philanthropic commitments include: an appointed member of the New Jersey State Board of Education, Chairman of the Foundation for Morristown Medical Center, the Alliance for School Choice Board of Trustees, the Gladney Center Board of Trustees, the National Council for Adoption Board of Trustees, and the Peck School Board of Trustees. He was also a past member of the Covenant House New Jersey Board of Directors. Peter Simon and his wife Janet reside in Green Village, New Jersey. They have four grown children.
Connect with Peter on LinkedIn.
Cameron joined Massey Quick Simon’s Investment Research Team in July of 2018. He is responsible for conducting quantitative, qualitative, and operational due diligence on the firm’s investment managers. Cameron also sources and evaluates potential new investment opportunities. Additionally, he identifies performance drivers and portfolio risks on an ongoing basis. Prior to joining Massey Quick Simon, Cameron interned at Fairholme Capital Management in Miami, Florida.
Cameron graduated from The University of Miami with a B.B.A. in Finance in May of 2018. While at “The U” he was an analyst, and sector head, for his university’s Student Managed Investment Fund that managed over $1 million of endowment funds. Cameron also currently is an active volunteer with Homeless Solutions, an organization that offers shelter, services, and housing to the homeless and working poor in Morris County, New Jersey.
Connect with Cameron on LinkedIn
Ms. Wilson joined Massey Quick Simon in 2013 as a member of the Investment Research Team. Her primary responsibilities include conducting quantitative, qualitative and operational due diligence on prospective investment managers as well as monitoring existing investments on an ongoing basis. Jenna is also responsible for sourcing new investment opportunities. Additionally, Jenna is often tasked with conducting research presentations at client and prospect meetings. She works closely with the Massey Quick Simon Investment Committee and meets regularly with the Client Advisory Team to educate them on active and pipeline investments.Prior to joining full-time, Jenna interned for Massey Quick Simon in the summer of 2012. In the summer of 2011, Jenna interned for Bank of America Merrill Lynch.Jenna became a CFA® charterholder in 2017 and is a member of the CFA Institute. She is also a CAIA charterholder since 2014 and member of the Chartered Alternative Investment Analyst Association.Jenna graduated from The Pennsylvania State University in May of 2013 with a B.S in Mathematics and a Minor in Economics. While at Penn State, she was a very active volunteer for the Penn State Dance Marathon, commonly known as THON. In an effort to continue the fight against childhood cancer post-graduation, Jenna joined the Executive Committee of The Hope Gala in New York City in 2017.
Connect with Jenna on LinkedIn.
Read White Papers written by Jenna Wilson: MLPs: A Compelling OpportunityWhat is Impact Investing?
Director, Head of Manager Research
Wayne joined Massey Quick Simon in 2017 as a member of the Investment Research Team. His primary responsibilities are to lead the manager research process and support the CIO in asset allocation, portfolio construction, and investment due diligence. Prior to joining the firm, Wayne was a Co-Portfolio Manager and member of the Investment Committee for SAIL Advisors, a hedge fund investment firm headquartered in Hong Kong. He also served as the senior analyst for their Credit and Event-Driven strategies. Prior to SAIL, he was the Sector Head for Credit and Event-Driven strategies at Robeco-Sage, a hedge fund investment firm based in New York. Wayne started his career in investing at Delaware Investments as a Research Analyst for high yield and investment grade bonds across various industries. He then joined Goldman Sachs’ Investment Research department where he was the Senior Analyst covering high yield credit in the Technology sector. He is a graduate of the University of Pennsylvania where he received a B.A. in Economics and in International Relations. Wayne is a CFA charterholder.
Connect with Wayne on LinkedIn.
Read Investment Strategy Essays written by Wayne Yi: