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Joseph Belfatto

Managing Partner - Wealth Management and Investment Consulting Services

Simon Quick Advisors

United States, New Jersey, Morristown

About Me

Mr. Belfatto is a Managing Partner of Simon Quick 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 Simon Quick 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 Equ

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Profile Information

Managing Partner - Wealth Management and Investment Consulting Services

Simon Quick Advisors

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Morristown

New Jersey

United States

Sep 15, 2024

Work Experience

Simon Quick Advisors

Managing Partner - Wealth Management and Investment Consulting Services
Jun 2007 - Present
Email: jbelfatto@simonquickadvisors.com

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