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Alyssa Satriano

Alyssa Satriano

Associate at Simon Quick Advisors, LLC

United States

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

OrganizationRoleDate RangeDetails
Simon Quick Advisors, LLCAssociateJun 2024 to Present
Goldman SachsAccounting AssociateDec 2019 to May 2024
Crum & ForsterSenior Internal AuditorSep 2018 to Nov 2019
Crum & ForsterInternal AuditorDec 2016 to Sep 2018
Crum & Forster EnterpriseAccountantJun 2015 to Dec 2016
CommVaultFinance InternSep 2014 to May 2015
One Simple WishInternJun 2014 to Aug 2014
McLoone's RestaurantsHostessDec 2013 to May 2014
Green Brook Country ClubWaitressMay 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)

NameRoleLocation
AJ Loughry
AJ Loughry
Vice President, InvestmentsMorristown, NJ , United States
Cameron Brooks
Cameron Brooks
AnalystMorristown, NJ , United States
Chris Moore
Chris Moore
Managing PartnerMorristown, NJ , United States
Henry Rauch
Henry Rauch
Managing PartnerPalm Beach, FL , United States
Jordan Maly
Jordan Maly
AssociateDenver, CO , United States
Thomas Morr
Thomas Morr
PartnerNew York, NY , United States
A
Adam Talmadge
AnalystNew York, NY , United States
Andrew Fpqp®
Andrew Fpqp®
AnalystNew York, NY , United States
E
Edward Hintz
chief investment officerChatham, NJ , United States
E
Elaina C
Investment Research AnalystNew York, NY , United States
Showing 1-10 of 15 team members

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