Massey Quick and William E. Simon & Sons Announce Merger

Morristown, NJ, April 19, 2017 (Newswire.com) -   ​Massey Quick & Co., LLC a wealth management and investment consulting firm, and William E. Simon & Sons, LLC (WESS), a family office, announced the merger of the two firms. The new entity, Massey Quick Simon & Co., LLC combines Massey Quick’s long standing experience in financial planning and their extensive investment capabilities with William E. Simon and Sons’ highly regarded family office services.

Founded in 1988, by the late William E. Simon, former U.S. Secretary of the Treasury, WESS today is led by Peter Simon and William E. Simon, Jr. Since its inception, WESS has overseen all aspects of the financial affairs for the Simon family and its heirs through a full suite of family office services.

With the growth of our extended family, we have looked to partner with a firm that shares our approach and world view. Massey Quick's investment capabilities and stellar reputation makes them an obvious choice as we begin a new era for our family.

Peter Simon, co-chairman, William E. Simon & Sons

“For the past 29 years, our family has entrusted us with preserving its financial health and legacy for generations,” said Peter Simon, co-chairman of William E. Simon & Sons. “With the growth of our extended family, we have looked to partner with a firm that shares our approach and world view. Massey Quick’s investment capabilities and stellar reputation makes them an obvious choice as we begin a new era for our family.”

Wall Street veterans Stewart Massey and Les Quick founded Massey Quick in 2004. The firm has grown to employ a staff of 28 people and delivers financial planning and sophisticated investment advice to high-net worth families, endowments and foundations. 

“Peter and Bill’s expertise in capital markets, real estate, private equity and venture capital, in addition to their hands-on operating experience, will be a tremendous asset to our business and to our clients, whose needs are often complex,” said Les Quick, Founding Partner.  “The Simon’s reputation as wise stewards of their family’s wealth,  their financial expertise and valued service as board members of non-profits and endowments will help to position us as the advisory firm of choice by the people we serve,” said Stewart Massey, Founding Partner.

Massey Quick Simon will be led by a committee of six managing partners, including Stewart Massey, Les Quick, Peter Simon, Joe Belfatto, Chief Investment Officer Christopher Moore, CFP, and Chief Operating Officer Mark DeLotto, who also serves as Chief Compliance Officer. 

Bill Simon will oversee the expansion of Massey Quick Simon's presence on the west coast and will continue to be based out of Los Angeles. Massey Quick Simon will be headquartered in Morristown, New Jersey and continue to serve clients out of their offices in New York City.

For more information about firm, go to www.MQSAdvisors.com.

ABOUT MASSEY QUICK

Based in Morristown, New Jersey, Massey Quick is a wealth management and investment consulting firm that advises high net worth families, single family offices, foundations and endowments. Founded by Wall Street veterans Stewart Massey and Les Quick in 2004, the firm provides investment advice, portfolio management, and financial planning services to its clients.  Massey Quick has earned a place on numerous top registered investment advisor lists including  Barron’s Top 100 Independent Financial Advisors and The Financial Times 300. For more information, please visit www.MQSAdvisors.com.

ABOUT WILLIAM E. SIMON AND SONS

William E Simon & Sons was founded in 1988 by former U.S. Secretary of the Treasury, William E. Simon, and his sons William E. Simon, Jr. and J. Peter Simon. The family office manages all aspects of the financial affairs for the Simon family, including tax, bill paying, financial planning and investment management. Since its inception, William E. Simon & Sons has managed a diversified portfolio of public and private investments, as well as direct investments in companies, real estate and distressed debt. The family has served as a cornerstone investor in third party funds in all three areas. The firm has offices in Morristown, New Jersey, and Los Angeles. 

DISCLAIMER

Massey Quick Simon & Co., LLC (“MQS”) is an SEC registered investment advisor with offices in Morristown, New Jersey, Los Angeles, California, and New York, New York. A copy of our written disclosure brochure discussing services and fees is available upon request.

Barron’s specifically awarded Stewart Massey, Founding Partner and Chief Investment Strategist a ranking for the seventh consecutive year; five times as one of the nation’s top 100 independent advisors (2010-2014), and three times as one of the Top Financial Advisors ranked by state (2015-2017). The rankings are based on data provided by individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross-checks with securities firms and conversations with individual advisors. The formula Barron’s uses to rank advisors is proprietary.  It has three major components: assets managed, revenue produced and quality of practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by the risk tolerance of clients.   Individuals/advisory firms did not pay a fee to be considered or placed on the final list of “Barron’s Top 100 Independent Financial Advisors.”  The quality-of-practice component includes an evaluation of each advisor’s regulatory record. For additional information visit www.barrons.com. The rankings are not indicative of future performance.

Massey, Quick & Co., LLC was named Financial Times Top 300 (“FT 300”) Registered Investment Advisors in 2014 and 2015.  The Financial Times Top 300 Registered Investment Advisors is an independent listing produced by Financial Times.  The listing is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. As identified by the FT, the listing reflects each practices’ performance in six primary areas, including assets under management, asset growth, compliance record, years in existence, credentials and accessibility. Neither the RIA firms nor their employees pay a fee in exchange for inclusion in the FT 300.

MEDIA CONTACT:

Jessica Taylor
Impact Communications
913-649-5009
[email protected]

Source: Massey Quick Simon & Co.