Andrew Fpqp®

Andrew Haggerty, FPQP®, is an Analyst at Simon Quick Advisors, LLC in New York, NY, specializing in supporting high-net-worth individuals and families. In his current role on the Client Advisor team, he assists with portfolio management, financial planning, and comprehensive client service, ensuring clients receive tailored wealth management strategies to meet their diverse financial goals.

Andrew’s experience spans both client service and advisor support, having joined Simon Quick Advisors as a Client Service Associate in December 2021 before transitioning to his current analyst position in April 2024. He previously served as a Financial Services Professional at MassMutual New Jersey-NYC, where he gained exposure to insurance and personal finance solutions. His focus areas at Simon Quick Advisors include multi-asset portfolios for high-net-worth clients, including equities, fixed income, and alternative investments.

Mr. Haggerty holds a degree in Finance from Rowan University and has earned the Financial Paraplanner Qualified Professional (FPQP®) designation. He is recognized within the firm for his contributions to client service excellence and is committed to deepening his expertise in private wealth management and holistic financial advisory.