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About
Alyssa Satriano, CPA, serves as a Senior Accountant within the Family Office team at Simon Quick Advisors, LLC, where she is responsible for all aspects of month-end close processes, including preparing financial statements, account reconciliations, cash projections, and managing accounts payable and receivable for family office clients. Her role focuses on delivering tailored accounting and financial management solutions to high-net-worth families and individuals, a sector that demands specialized expertise in multi-asset and complex wealth structures.
Before joining Simon Quick Advisors in June 2024, Alyssa gained valuable experience as an Accounting Associate at Goldman Sachs, where her responsibilities included managing share-based compensation, preparing budgets, forecasts, and analytical reports to support compensation decisions. She also held roles at Crum & Forster as a Senior Internal Auditor and Accountant, strengthening her expertise in SOX compliance, internal controls, and financial reporting across the insurance and financial services industries.
Alyssa holds a Bachelor of Science in Business Administration (Accounting) with a minor in Information Technology from Monmouth University, and an MBA in Information Technology Management from Seton Hall University. She is a licensed CPA and brings advanced proficiency in accounting for family office clients, with a keen understanding of the intersection between technology and financial management. Her experience spans family office operations, private wealth management, and compensation accounting, positioning her as a specialist in the financial stewardship of complex, multi-generational wealth.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Simon Quick Advisors, LLC | Associate | Jun 2024 to Present | — |
| Goldman Sachs | Accounting Associate | Dec 2019 to May 2024 | — |
| Crum & Forster | Senior Internal Auditor | Sep 2018 to Nov 2019 | — |
| Crum & Forster | Internal Auditor | Dec 2016 to Sep 2018 | — |
| Crum & Forster Enterprise | Accountant | Jun 2015 to Dec 2016 | — |
| CommVault | Finance Intern | Sep 2014 to May 2015 | — |
| One Simple Wish | Intern | Jun 2014 to Aug 2014 | — |
| McLoone's Restaurants | Hostess | Dec 2013 to May 2014 | — |
| Green Brook Country Club | Waitress | May 2013 to Aug 2013 | — |
Education
Seton Hall University
Master of Business Administration (M.B.A.), Information Technology Management
2016 — 2019
Monmouth University
Bachelor of Science (BS), Accounting
2011 — 2015
Lorenzo De Medici
2013 — 2013
Others at Simon Quick Advisors, LLC (15)
| Name | Role | Location |
|---|---|---|
| Vice President, Investments | Morristown, NJ , United States | |
| Analyst | Morristown, NJ , United States | |
| Managing Partner | Morristown, NJ , United States | |
| Managing Partner | Palm Beach, FL , United States | |
| Associate | Denver, CO , United States | |
| Partner | New York, NY , United States | |
A Adam Talmadge | Analyst | New York, NY , United States |
| Analyst | New York, NY , United States | |
E Edward Hintz | chief investment officer | Chatham, NJ , United States |
E Elaina C | Investment Research Analyst | New York, NY , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Portfolio Manager | Beacon Investment Advisory Services, Inc. | Morristown, NJ , United States | |
| Vice President, Portfolio Manager | Beacon Investment Advisory Services, Inc. | United States | |
C Claire Comerford | Senior Vice President - Advisor Solutions | Advisors Capital Management, LLC | New York, NY , United States |
| Managing Director & Partner; Director of Investment Research & Corporate Development | Advisors Capital Management, LLC | Ridgewood, NJ , United States |