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LQ

Leslie Quick

Partner at Simon Quick Advisors, LLC

Bernardsville, NJ , United States

About

Leslie C. Quick III is a founding partner at Simon Quick Advisors, LLC, a multi-family office and wealth management firm located in Bernardsville, NJ. In his current role, he provides highly personalized financial planning and investment management tailored to the needs of high-net-worth clients, drawing on decades of leadership experience in the finance industry. He also serves on the firm's Investment Committee, helping oversee investment strategy and the firm's ongoing progress.

Over his nearly 50-year career, Mr. Quick has built deep expertise across multiple sectors including discount stock brokerage, market-making, securities clearing, and electronic trading platforms. At Quick & Reilly, he played a pivotal role expanding into NYSE specialist acquisitions and major NASDAQ market making. As Chairman of Fleet Securities, Inc. and Fleet Trading, he gained extensive experience in institutional and retail brokerage operations, securities trading, and financial markets. At Simon Quick, his focus includes multi-asset-class portfolio management for complex family and institutional client needs, often involving equities, fixed income, alternatives, and sustainable wealth solutions.

Mr. Quick earned a BBA in Finance from St. Bonaventure University, which also awarded him an honorary doctorate. He is a recipient of the Ellis Island Medal of Honor and other industry recognitions, and has served on numerous financial industry boards such as the NYSE Hearing Board and the Securities Industry Association. His broad expertise and commitment to fiduciary standards have made significant contributions to the evolution of independent wealth management and client-centered investment advisory services.

Career History

OrganizationRoleDate RangeDetails
Simon Quick Advisors, LLCPartnerSep 2004 to Present
Fleet Securities, Inc.ChairmanJan 2001 to Jan 2003
Fleet TradingchairmanJan 1998 to Jan 2003
Fleet Bank/Quick & ReillyPresidentJan 1998 to Jan 2003
Fleet Securities / U S Clearing CorpPresidentJan 1995 to Jan 2003
US ClearingPresidentJan 1993 to Jan 2003
US Clearing/Fleet Securities/Bank of AmericaPresidentJan 1993 to Jan 2003
Quick & Reilly AlumniPresidentJan 1975 to Jan 2003
The Quick & Reilly GroupVariousJan 1975 to Jan 2003
Quick & Reilly, IncpresidentJan 1987 to Jan 1994

Education

St. Bonaventure University

BBA, Finance

1971 1975

Skills & Expertise

Strategy
Program Management
Customer Service
Team Building
Strategic Planning
Social Media
Process Improvement
Entrepreneurship
Leadership
Business Development
Mergers and Acquisitions
Negotiation
Sales
Due Diligence
Contract Negotiation
New Business Development

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
Alyssa Satriano
Alyssa Satriano
AssociateUnited States
Andrew Fpqp®
Andrew Fpqp®
AnalystNew York, NY , United States
E
Edward Hintz
chief investment officerChatham, NJ , United States
Showing 1-10 of 15 team members

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