Directory

>

Joe Belfatto

avatar

Joe Belfatto

Managing Partner | Wealth Management and Investment Consulting Services | Simon Quick Advisors, LLC

Morris Township, New Jersey, United States

View contact details (it's free)

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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Joe Belfatto

Work Experience

company logo

Managing Partner | Wealth Management and Investment Consulting Services at

Simon Quick Advisors, LLC

June 2007 - Present

company logo

Senior Executive Vice President at

HSBC

January 2002 - January 2007

💼

Managing Director at

Merrill Lynch/Wfc/L. Inc.

July 1984 - December 2001

Logos provided by Logo.dev

Joe Belfatto

Education

Harvard Business School, Mba

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

mail

*********@simonquickadvisors.com

************@mqsadvisors.com

************@masseyquick.com

Colleagues

avatar
Peter Simon

Managing Partner

avatar
Cfp Garrett Wells

Vice President

avatar
Steve Pisano

Managing Director | Chief Compliance Officer | Principal at Simon Quick Advisors, LLC

avatar
Cfp Kyle Ferrare

Managing Director | Principal, Client Advisor

avatar
Belinda Bast

Vice President | Senior Accountant Family Office Accounting Services

avatar
Cfp Connor Donovan

Vice President, Client Advisor

avatar
Cfp Daniel Weitz Cfa

Managing Director | Principal

avatar
Cfp Brian Hipwell

Vice President, Client Advisory

avatar
Cfp Jack Mahoney

Managing Director, Client Advisor / Principal

avatar
Joe Jedziniak

Head of Trading, Director of Investments

View Contact details (it's free)
Request Profile Removal