Simon Quick Advisors, LLC

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Simon Quick Advisors, LLC Overview

Type
Multi Family Office
Year Founded

General Information

Simon Quick Advisors, LLC is a multi-family office headquartered in Morristown. Founded in 2004 by brokerage executive Leslie Quick and the Simon family—whose fortune stems from the sale of Quick & Reilly and former Treasury Secretary William E. Simon’s private investments—the firm advises affluent families, foundations, and endowments on wealth planning, investment management, and family governance across public and private markets—providing fiduciary oversight and access to private market opportunities.

Contact Information

Year Founded:

Investment Focus & Strategy

Open To First Time Funds:
Institution Type:
Multi Family Office

Leadership & Principals

Corporate Office:
Morristown, NJ, United States

Portfolio & Notable Allocations

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