Massey Quick & Co. LLC, a wealth management and investment consulting firm, and William E. Simon & Sons LLC, a family office, jointly announced the merger of the both firms.
The new firm, Massey Quick Simon & Co. LLC, will combine Massey Quick's financial planning and investment capabilities with William E. Simon's family office services.
WESS is headed by Peter Simon and William E. Simon, Jr.
"For the past 29 years, our family has entrusted us with preserving its financial health and legacy for generations," said Peter Simon, co-chairman of William E. Simon & Sons. "With the growth of our extended family, we have looked to partner with a firm that shares our approach and world view. Massey Quick's investment capabilities and stellar reputation makes them an obvious choice as we begin a new era for our family."
"Peter and Bill's expertise in capital markets, real estate, private equity and venture capital, in addition to their hands-on operating experience, will be a tremendous asset to our business and to our clients, whose needs are often complex," Les Quick, founding partner of Massey Quick, said. "The Simon's reputation as wise stewards of their family's wealth, their financial expertise and valued service as board members of non-profits and endowments will help to position us as the advisory firm of choice by the people we serve," said Stewart Massey, Founding Partner.
Massey Quick Simon will be led by six managing partners, including Stewart Massey; Les Quick; Peter Simon; Joe Belfatto; Christopher Moore, chief investment officer; and Mark DeLotto, chief operating officer who also serves as chief compliance officer.
Massey Quick Simon will be headquartered in Morristown.
Financial terms were not disclosed.