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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Simon Quick Advisors, LLC | Analyst | Jan 2024 to Present | — |
| Simon Quick Advisors, LLC | Analyst Training Program | Jul 2023 to Jan 2024 | — |
| Fairleigh Dickinson University | Resident Assistant | Mar 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 University | Finance and Accounting Tutor | Nov 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 Analyst | Dec 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)
| Name | Role | Location |
|---|---|---|
| Vice President, Investments | 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 |
| Associate | 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 |