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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Simon Quick Advisors, LLC | Partner | Sep 2004 to Present | — |
| Fleet Securities, Inc. | Chairman | Jan 2001 to Jan 2003 | — |
| Fleet Trading | chairman | Jan 1998 to Jan 2003 | — |
| Fleet Bank/Quick & Reilly | President | Jan 1998 to Jan 2003 | — |
| Fleet Securities / U S Clearing Corp | President | Jan 1995 to Jan 2003 | — |
| US Clearing | President | Jan 1993 to Jan 2003 | — |
| US Clearing/Fleet Securities/Bank of America | President | Jan 1993 to Jan 2003 | — |
| Quick & Reilly Alumni | President | Jan 1975 to Jan 2003 | — |
| The Quick & Reilly Group | Various | Jan 1975 to Jan 2003 | — |
| Quick & Reilly, Inc | president | Jan 1987 to Jan 1994 | — |
Education
St. Bonaventure University
BBA, Finance
1971 — 1975
Skills & Expertise
Others at Simon Quick Advisors, LLC (15)
| Name | Role | Location |
|---|---|---|
| Vice President, Investments | Morristown, NJ , United States | |
| Analyst | 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 |
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| 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 |