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
Joseph Belfatto
Managing Partner - Wealth Management and Investment Consulting Services
Simon Quick Advisors
United States, New Jersey, Morristown
About Me
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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