What changed

After 11 years at BNY Wealth, moved to Morristown, NJ-based RIA Simon Quick Advisors, which has $10B in AUM; his 25-year career also includes Northern Trust and Regions Bank.

Reported / discovered

Sep 9, 2026

Effective

Not reported

New role

Managing director and client advisor

Previous role

Not reported

Market

Dallas, TX

Reported book

Not disclosed

Reported team size

Not disclosed

Named people

1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

2 observations consolidated into one event.