New York, NY Avenue of the Americas Office

Garrett Wells is a CFP® with nine years of industry experience, currently serving as a financial advisor at Simon Quick Advisors, LLC since 2017. Prior to joining the firm, he worked at First Derivatives and was a full-time student for four years. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, and foundations by providing wealth management, investment consulting, financial planning, as well as tax planning, compliance, and administrative services. The firm employs proprietary quantitative analysis combined with due diligence and monitoring to allocate assets across various investment vehicles and operates several affiliated pooled investment funds.

Arthur Langhaus is a financial advisor at Simon Quick Advisors, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Boston Private Wealth LLC and KLS Professional Advisors Group, LLC. He also serves as a consultant to a select group of ultra-high net worth multi-generational families. Simon Quick Advisors provides wealth management, investment consulting, financial planning, tax planning, and administrative services to individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients. The firm combines private fund sponsorship, sub-advisory relationships, and integrated tax and back-office offerings in its investment approach.

Jacob Dempsey is a CFP® professional at Simon Quick Advisors, LLC with three years of industry experience. Prior to joining Simon Quick Advisors in 2023, he worked for ten years at Deloitte Tax LLP. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services. The firm employs a diversified investment approach including allocations to independent managers, mutual funds, ETFs, and affiliated private investment funds, and offers integrated tax and back-office services.

Brian Hipwell is a CFP® with eight years of industry experience, currently with Simon Quick Advisors, LLC since 2023. He previously worked at Thrive Wealth Management, LLC and Santander Securities, LLC. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, and foundations by providing wealth management, investment consulting, financial planning, tax planning and compliance, and related administrative services. The firm uses proprietary quantitative analysis combined with due diligence to allocate client assets across various investment vehicles and also sponsors affiliated pooled investment funds.

Mc Clain Bishop is a financial advisor at Simon Quick Advisors, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill for seven years each. Outside of his advisory role, he is a minority partner in HGC Investments, LLC, a holding company for investments, and participates in charitable activities through the R and H H Foundation. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, and foundations by providing wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services. The firm uses a combination of proprietary quantitative analysis and in-person due diligence to allocate client assets across a range of investment vehicles, managing accounts on both discretionary and non-discretionary bases and sponsoring multiple pooled investment vehicles.

Jenna Morr is a CFA® charterholder with eight years of industry experience, currently serving as an advisor at Simon Quick Advisors, LLC since 2013. Based in New York, she has focused her career at Simon Quick Advisors, a firm that provides wealth management, investment consulting, financial and tax planning, and administrative services to individuals, families, pension and nonprofit entities, endowments, foundations, and corporate clients. Simon Quick Advisors employs a diverse investment approach, including allocation among independent managers, mutual funds, ETFs, and affiliated private funds, and integrates tax and back-office services such as tax return preparation and bill-pay.

Sydney Mcgrew is a CFP® at Simon Quick Advisors, LLC with four years of experience in the financial industry, including two years at Wilmington Trust. Based in New York, NY, Mcgrew joined Simon Quick Advisors in 2022. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, and foundations by providing wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services. The firm employs a combination of proprietary quantitative analysis and in-person due diligence to allocate client assets across various investment vehicles and operates distinctive fund-of-funds structures and affiliated pooled vehicles.

Maritza Young is a financial advisor at Simon Quick Advisors, LLC in New York, NY, holding a Series 65 credential with four years of industry experience. She previously worked at KLS Professional Advisors Group, LLC for 12 years before joining Simon Quick Advisors in 2023. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services. The firm allocates client assets among independent managers, mutual funds, ETFs, and affiliated private investment funds, and distinguishes itself through its private fund sponsorship, sub-advisory relationships, and integrated tax and back-office offerings.

Erin Slocum is a CFP® professional based in New York, NY, with three years of industry experience. She has been with Simon Quick Advisors, LLC since 2022 and previously worked at BNY Mellon for 14 years. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services. The firm combines private fund sponsorship, sub-advisory relationships, and integrated tax and back-office offerings to deliver a diverse range of investment and financial services.

Thomas Morr is a CFP® professional with nine years of experience in financial advising. He has been with Simon Quick Advisors, LLC since 2012 and previously worked at Massey Quick Wealth Solutions LLC. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial planning, tax planning, and administrative services. The firm employs a diverse investment approach including allocations to unaffiliated independent managers, mutual funds, ETFs, affiliated private investment funds, and uses quantitative screening alongside in-person due diligence.