Joseph Belfatto

Joseph Belfatto is the Managing Partner at Simon Quick Advisors, LLC, where he has played a pivotal role since 2007 in driving the firm's client-focused approach and expanding its services through strategic growth initiatives. In his current capacity, he oversees client relationship management, marketing, and serves on both the Management Committee and Investment Committee, actively evaluating new and existing investment managers and guiding the firm’s strategic vision.

With more than two decades of experience prior to Simon Quick, Mr. Belfatto held senior leadership roles at HSBC as Senior Executive Vice President and at Merrill Lynch as Managing Director, building out global markets and sales teams focused on capital markets—including equities, fixed income, convertible bonds, and equity capital markets. At Simon Quick, he advises a diverse client base and interacts with money managers across various asset classes, including public and private markets, seeking to align investment strategies precisely with client objectives.

Joseph Belfatto holds an MBA from Harvard Business School and a Bachelor's degree in Economics from Seton Hall University. Widely recognized for his leadership in wealth management and investment consulting, he is noted for helping clients navigate complex financial decisions and is committed to delivering best-in-class advisory services grounded in fiduciary responsibility and rigorous portfolio management.