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Cameron Brooks

Cameron Brooks

Analyst at Simon Quick Advisors, LLC

Morristown, NJ , United States

About

Cameron Brooks is an Analyst at Simon Quick Advisors, LLC in Morristown, NJ, where he serves on the Client Advisory team supporting Tom Trynin and The Trynin Team. In this role, Cameron is responsible for supporting the creation of financial plans and investment strategies tailored to high-net-worth clients, leveraging in-depth analysis to help meet their complex financial objectives.

Cameron's work primarily focuses on portfolio construction, asset allocation, and ongoing portfolio monitoring, with exposure to a diverse set of asset classes including equities, fixed income, and alternative investments. As part of the Client Advisory team, he collaborates with senior advisors to ensure cohesive implementation across customized client portfolios.

Previously, Cameron completed Simon Quick Advisors’ Analyst Training Program and held a leadership position as a Resident Assistant at Fairleigh Dickinson University while pursuing his education. He holds both an MBA in Finance and a BS in Accounting and Finance from Fairleigh Dickinson University, equipping him with a comprehensive background for client-focused investment analysis and financial planning.

Career History

OrganizationRoleDate RangeDetails
Simon Quick Advisors, LLCAnalystJan 2024 to Present
Simon Quick Advisors, LLCAnalyst Training ProgramJul 2023 to Jan 2024
Fairleigh Dickinson UniversityResident AssistantMar 2021 to May 2024
Constructing an enjoyable school experience and monitoring campus activity Responsible for hallway of freshman students and acclimating them to campus life Keeping residents safe and concentrated on b...
Fairleigh Dickinson UniversityFinance and Accounting TutorNov 2021 to May 2023
Tutoring services for the Academic Support Center Assist students with any finance, accounting, management, organizational, and ethical questions regarding class Give advice, criticism, and assistance...
BounceBack Homes "BBH"System AnalystDec 2021 to Dec 2022

Education

Fairleigh Dickinson University

Master of Business Administration - MBA, Finance, General

2022 2024

Fairleigh Dickinson University

Bachelor of Science - BS, Accounting and Finance

2019 2023

Emmaus High School

High School Diploma, General Studies

2016 2019

Others at Simon Quick Advisors, LLC (15)

NameRoleLocation
AJ Loughry
AJ Loughry
Vice President, InvestmentsMorristown, 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
Alyssa Satriano
Alyssa Satriano
AssociateUnited 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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