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© All Rights Reserved. ApplyBlast.com
Simon Quick Advisors
Simon Quick Advisors is seeking a Summer 2027 Intern to support its wealth management and investment consulting operations in New York City. The role provides exposure to client service and investment research, offering hands-on experience in a collaborative, generalist environment. Interns will assist with administrative tasks, portfolio analytics, and market research while developing skills in financial planning and investing.
Headquarters
Morristown, New Jersey, United States
Company Size
51-200 employees
Founded
2004
Simon Quick Advisors is a fiduciary wealth management firm that provides holistic wealth services across investment, tax, estate, and financial planning. They build personalized, goal‑aligned plans and manage portfolios with attention to tax efficiency and long‑term wealth preservation. The firm emphasizes putting clients’ interests first and partners with individuals, families, and business owners seeking coordinated, comprehensive financial advice.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Simon Quick Advisors.
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