Directory
>
Joe Belfatto
Joe Belfatto
Managing Partner | Wealth Management and Investment Consulting Services | Simon Quick Advisors, LLC
Morris Township, New Jersey, United States
Joe Belfatto
Summary
Joe Belfatto is a seasoned financial services professional with extensive experience in wealth management and investment consulting. He has been a Managing Partner at Simon Quick Advisors since 2007, where he has played a pivotal role in shaping the firm's client-driven approach and expanding its services through strategic mergers. Joe's career spans notable positions at HSBC and Merrill Lynch, where he was instrumental in building global markets and sales teams. His educational background includes an MBA from Harvard Business School and a Bachelor's degree in Economics from Seton Hall University. Joe is passionate about aligning investment strategies with client interests, and he thrives in intellectually stimulating environments. He is recognized for his leadership in the financial sector and his commitment to client success.
Joe Belfatto
Work Experience
Managing Partner | Wealth Management and Investment Consulting Services at
Simon Quick Advisors, LLC
June 2007 - Present
Senior Executive Vice President at
HSBC
January 2002 - January 2007
Managing Director at
Merrill Lynch/Wfc/L. Inc.
July 1984 - December 2001
Joe Belfatto
Education
January 1976 - January 1978
Seton Hall University, Bachelor Of Arts And Sciences
January 1972 - January 1976
Frequently Asked Questions about Joe Belfatto
What is Joe Belfatto email address?
Joe Belfatto's primary email address is *********@simonquickadvisors.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Joe Belfatto work for?
Joe Belfatto is a Managing Partner | Wealth Management and Investment Consulting Services at Simon Quick Advisors, LLC, a company specializing in Security brokers & dealers.
Where Joe Belfatto graduated from?
Joe Belfatto holds a degree in from Harvard Business School.
How can I directly contact Joe Belfatto?
To contact Joe Belfatto directly, you can use the email address *********@simonquickadvisors.com. Complete contact information is available upon registration with Muraena.
Who is Joe Belfatto?
Joe Belfatto is a seasoned financial services professional with extensive experience in wealth management and investment consulting. He has been a Managing Partner at Simon Quick Advisors since 2007, where he has played a pivotal role in shaping the firm's client-driven approach and expanding its services through strategic mergers. Joe's career spans notable positions at HSBC and Merrill Lynch, where he was instrumental in building global markets and sales teams. His educational background includes an MBA from Harvard Business School and a Bachelor's degree in Economics from Seton Hall University. Joe is passionate about aligning investment strategies with client interests, and he thrives in intellectually stimulating environments. He is recognized for his leadership in the financial sector and his commitment to client success.
Joe`s contact details
*********@simonquickadvisors.com
************@mqsadvisors.com
************@masseyquick.com
Colleagues
Managing Partner
Vice President
Managing Director | Chief Compliance Officer | Principal at Simon Quick Advisors, LLC
Managing Director | Principal, Client Advisor
Vice President | Senior Accountant Family Office Accounting Services
Vice President, Client Advisor
Managing Director | Principal
Vice President, Client Advisory
Managing Director, Client Advisor / Principal
Head of Trading, Director of Investments