Massey Quick & Co., LLC
Address: 360 Mt Kemble Ave suite 5, Morristown, NJ 07960 Hours: Closed ⋅ Opens 9AM Mon SaturdayClosedSundayClosedMonday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (973) 525-1000Place name: : : : Website: : : Category: : Website: http://www.mqsadvisors.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Massey Quick Simon & Co., LLC Posting publicly on the Web Write a review Reviews Be the first to review From Massey Quick Simon & Co., LLC "Massey Quick Simon (“MQS”) is an independent registered investment advisor (RIA) offering customized integrated financial planning and investment solutions. We work with clients to develop highly customized financial and investment solutions and act...More "Massey Quick Simon (“MQS”) is an independent registered investment advisor (RIA) offering customized integrated financial planning and investment solutions. We work with clients to develop highly customized financial and investment solutions and act as a central resource for coordinating all aspects of your financial picture."
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Massey Quick & Co., LLC Employees
Massey Quick & Co., LLC September 2014 - Present
Wellington Management June 2013 - May 2014
MFS Investment Management July 2012 - January 2013
Snap Fitness 24/7 June 2010 - December 2011
Skills
Microsoft Office, Social Media, Financial Analysis, Outlook, Strategic Planning, Marketing Strategy, PowerPoint, Access, Microsoft Word, Budgets, Bloomberg, Sales Management, Account Management
Education
Northeastern University 2009 — 2014
Bachelor’s Degree, Finance and Marketing with a minor in International Affairs
Monarch Wealth & Business Management, LLC January 2010 - Present
Massey Quick & Co., LLC September 2008 - December 2009
Guggenheim Partners January 2007 - August 2008
Skills
Alternative Investments, Investment Management, Fund Of Funds, High Net Worth..., Social Media, Financial Modeling, Strategic Planning, Investment Banking, Private Equity, Hedge Funds, Marketing, Tax Advisory, Sports Marketing, Entertainment Industry, Motorsports, Branding & Identity, Portfolio Management, Asset Allocation, Investments
Education
Indiana University Bloomington 2002 — 2006
Finance, Sports Communication
Dataminr, Inc. June 2015 - Present
IBM June 2013 - June 2015
IBM June 2012 - August 2012
Massey Quick & Co., LLC June 2011 - August 2011
Skills
Strategy, Business Strategy, Python, Analytics, Business Transformation, Consulting, Research, Program Management, Advanced Analytics, Watson, Social Media, Data Analysis, Management Consulting, Microsoft Excel, Management, Leadership, Project Management
Education
New York University 2011 — 2013
Bachelor's degree, Gallatin School: Economic Development
Oak Knoll 2003 — 2009
J.P. Morgan July 2013 - Present
J.P. Morgan July 2010 - July 2013
Massey Quick & Co., LLC May 2009 - August 2009
Skills
Equities, Bloomberg, Financial Modeling, Series 7, Hedge Funds, Equity Research, Fixed Income, Private Equity, Investments, Asset Management, Portfolio Management, Due Diligence, Wealth Management, Electronic Trading, Alternative Investments
Education
Georgetown University 2015 — 2017
Masters (Candidate), Real Estate
Saint Lawrence University 2006 — 2010
Bachelor of Arts (BA), Global Studies
Delbarton School 2000 — 2006
Office of Naval Research September 2013 - Present
Massey Quick & Co., LLC May 2012 - August 2012
Skills
Government Contracting, Contract Negotiation, Contract Management, Government, Data Analysis, Research, Security Clearance, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Economics, Social Media
Education
Marymount University 2015 — 2017
Master of Business Administration (M.B.A.)
University of Virginia 2009 — 2013
Bachelor of Arts (BA), Economics
National Hockey League January 2014 - Present
National Hockey League November 2011 - January 2014
Massey Quick & Co., LLC September 2011 - November 2011
Massey Quick & Co., LLC August 2011 - September 2011
Newport and Bristol County Convention and Visitors Bureau February 2011 - May 2011
The Chanler at Cliff Walk June 2010 - October 2010
Skate for Joy September 2009 - February 2010
LeadDog Marketing Group May 2009 - August 2009
Skills
Marketing, Event Planning, Organization, PowerPoint, Microsoft Excel, Social Media, Social Media Marketing, Event Management, Microsoft Office, Customer Service, Public Relations, Advertising, Microsoft Word, Marketing Strategy, Sales, Social Networking, Marketing Communications, Fundraising, Budgets, Leadership, Nonprofits, Hospitality, Management, Sports Marketing
Education
Salve Regina University 2010 — 2011
MBA, Marketing
The American University of Rome 2010 — 2010
Study Abroad, Sales Management; Digital Imaging
Salve Regina University 2006 — 2010
B.S., Marketing, Sports Management, Business Administration
The Taft School 2003 — 2006
Goldman Sachs June 2013 - Present
Massey Quick & Co., LLC September 2012 - May 2013
Tinari Economics Group (TEG) May 2012 - August 2012
Morgan Stanley Smith Barney July 2011 - January 2012
Skills
Hold Series 7, Series 66
Education
Fairleigh Dickinson University 2009 — 2013
Bachelor of Science (BS), Finance
Mariner Wealth Advisors January 2015 - Present
Massey Quick & Co., LLC September 2014 - December 2014
Asset Planning Services, Ltd. May 2014 - August 2014
Mid Atlantic Resource Group November 2013 - May 2014
Global Financial Services May 2013 - May 2014
Education
William Paterson University of New Jersey 2012 — 2014
Bachelor of Science, Financial Planning & Business Management
Union County College 2009 — 2012
RBC Capital Markets August 2011 - Present
St.Bonaventure University Students in Money Management (SIMM) January 2009 - June 2011
Massey Quick & Co., LLC May 2010 - August 2010
Hersha Hospitality May 2009 - August 2009
Skills
Equity Valuation, Bloomberg, Excel, Portfolio Management, Valuation, Modeling, Hedge Funds, Fixed Income, Derivatives, Microsoft Excel, Equities, Mutual Funds
Education
Saint Bonaventure University 2007 — 2011
B.B.A, Finance and Accounting
Altair Advisers July 2007 - Present
Massey Quick & Co., LLC January 2005 - June 2007
Education
The College of Wooster 2001 — 2004
BA, Business Economics, Mathematics, Magna Cum Laude
Beacon Trust Company June 2012 - Present
Massey Quick & Co., LLC 2009 - 2011
Skills
Bloomberg Terminal, Financial Modeling, Fixed Income Analysis, Investment Management, Hedge Funds, Alternative Investments, Fixed Income Portfolio..., Fixed Income Strategies, Fixed Income, Index Funds, Financial Analysis, Finance, ETFs, Equities, Equity Research
Education
Hobart College 2008 — 2012
Delbarton School 2004 — 2008
Bank of America Merrill Lynch June 2015 - Present
Massey Quick & Co., LLC August 2011 - June 2015
Northern Trust Corporation July 2010 - August 2011
Shepherd Kaplan LLC October 2005 - July 2010
Brown Brothers Harriman 2004 - 2005
Skills
Asset Management, Hedge Funds, Investments, Alternative Investments, Equities, Private Equity, Fund Of Funds, Investment Management, Wealth Management, Asset Allocation, Due Diligence, Investment Advisory, Fund Accounting, Financial Services, Valuation, Management, Operations Management
Education
Southern New Hampshire University 2000 — 2003
Business Administration / 3Year Honors Degree Program (B.S.), Business Management
Citi June 2014 - Present
Citi June 2013 - August 2013
Massey Quick & Co., LLC May 2012 - August 2012
Operation Smile September 2007 - May 2010
Skills
Valuation, Corporate Finance, PowerPoint, Microsoft Excel, Graphic Design, Microsoft Word, Microsoft Powerpoint, Photoshop, Digital Photography
Education
Georgetown University - The McDonough School of Business 2010 — 2014
BSBA, Finance and Operations & Information Management (OPIM)
University College Dublin 2012 — 2012
Quinn School of Business
Delbarton High School 2006 — 2010
Massey Quick & Co., LLC January 2014 - Present
Massey Quick & Co., LLC January 2013 - December 2013
Massey Quick & Co., LLC March 2011 - December 2012
Level 3 Communications May 2010 - August 2010
RegentAtlantic Capital, LLC June 2007 - January 2009
Skills
Portfolio Management, Investments, Alternative Investments, Asset Allocation, Wealth Management, Investment Management, Hedge Funds
Education
Rutgers Business School 2009 — 2011
MBA, Finance
University of Maryland College Park 2004 — 2007
B.S., Psychology
FLEXborrow LLC January 2014 - Present
Quixotic Endeavors LLC June 2011 - Present
754 Fith Avenue Associates, LP January 1993 - Present
Monument Capital Group January 2012 - June 2012
Massey Quick & Co., LLC February 2011 - January 2012
Shepherd Kaplan LLC February 2009 - September 2010
Skills
Research, Strategic Planning, PowerPoint, Microsoft Excel, Public Speaking, Alternative Investments, Private Equity, Venture Capital, Hedge Funds, Due Diligence, Microsoft Word, Customer Service, English, Windows, Outlook, Photoshop, Teaching, HTML, Budgets, Investments, Finance, Asset Management, Leadership, Asset Allocation, Mutual Funds, Start-ups, Portfolio Management, Sales, Business Strategy, Marketing Strategy, Financial Modeling, Equities, Marketing, Wealth Management, BODs and Audit/Comp...
Education
Harvard Business School 1997 — 1997
N/A, professional Services
Villanova University 1977 — 1979
Bachelor of Arts (B.A.), Psychology
Massey Quick & Co., LLC September 2015 - Present
JPMorgan Chase & Co. June 2015 - August 2015
CMB General Contractors, Inc June 2014 - August 2014
Radwell International May 2013 - August 2013
Braddock’s Tavern January 2013 - May 2013
Medford Leas Continuing Care Retirement Community September 2010 - May 2013
Skills
Leadership, Microsoft Office, Microsoft Excel, Customer Service, Public Speaking, Teamwork, Microsoft Word, Time Management, PowerPoint, Negotiation, Social Media, Research, Management, Project Management, Business Process..., SharePoint
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2013 — 2016
B.S., Supply Chain Management, GPA: 3.67
Rowan College at Burlington County 2013 — 2013
B.A, Finance, GPA: 3.60
University of Rhode Island 2012 — 2012
B.A, Finance, GPA: 3.83
Prudential Real Estate Investors July 2015 - Present
Rutgers University August 2012 - May 2015
Prudential Real Estate Investors June 2014 - August 2014
Massey Quick & Co., LLC January 2014 - May 2014
Domain Computer Services June 2013 - December 2013
Rutgers University August 2012 - December 2012
Morris Animal Inn June 2010 - August 2012
Skills
Team Leadership, Communication, Time Management, Organization, Multi Tasking, Teamwork, Customer Service, Microsoft Office, Management, PowerPoint, Microsoft Excel, Data Entry, Office Administration, ConnectWise, Sales, Microsoft Word, Telephone Skills, Outlook, Leadership, Statistics, Critical Thinking, Editing, Administrative..., Data Analysis, Access, Administration, Breakfast, Eggs, Beatboxing
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2015
Bachelor's degree, Economics
Sullivan & Cromwell LLP June 2014 - Present
Hamilton College January 2013 - September 2013
Massey Quick & Co., LLC May 2013 - August 2013
XL Group May 2012 - August 2012
Skills
Microsoft Excel, Leadership, Research
Education
Hamilton College 2010 — 2014
Bachelor of Arts (B.A.), World Politics and Hispanic Studies
Centro Universitario de Estudios Hispánicos de Hamilton 2012 — 2012
Hotchkiss School 2007 — 2010
Massey Quick & Co., LLC April 2014 - Present
Ipreo June 2012 - April 2014
Bentley University August 2011 - May 2012
Bentley University September 2008 - May 2012
NAPW July 2011 - August 2011
Bentley University August 2009 - May 2011
Winslow Therapeutic Riding Center July 2010 - August 2010
Skills
Financial Analysis, Economics, Management, Microsoft Office, Business Planning, Bloomberg, Marketing, Public Speaking, Microsoft Excel, Investments, Time Management, Research, FactSet, Capital IQ, ThomsonOne
Education
Bentley University 2008 — 2012
Bachelor of Science (B.S.), Economics Finance, 3.67
Lawyer.com December 2014 - Present
University of Richmond January 2013 - July 2014
Sirius XM Radio Inc. June 2013 - August 2013
Massey Quick & Co., LLC May 2013 - June 2013
Susan G. Komen for the Cure, North Jersey Affliate July 2012 - August 2012
Massey Quick & Co., LLC December 2011 - January 2012
Skills
Social Media, Public Relations, Marketing, Editing, Public Speaking, Microsoft Office, Sales, Facebook, Event Planning, Fundraising, Leadership
Education
University of Richmond 2010 — 2014
Bachelor's degree, Rhetoric and Communication Studies, 3.05
Oak Knoll School 2006 — 2010
Silicon Valley Bank March 2015 - Present
Silicon Valley Bank May 2012 - Present
Massey Quick & Co., LLC August 2010 - May 2012
Excelsior Realty Services October 2008 - April 2009
Merrill Lynch January 2008 - July 2008
Skills
Microsoft Office, PowerPoint, Social Media, Microsoft Excel, Microsoft Word, Advertising, Social Media Marketing, Facebook, Customer Service
Education
New York University 2006 — 2010
Bachelor of Arts (BA), Marketing
Delbarton 2002 — 2006
OMD USA March 2015 - Present
Massey Quick & Co., LLC July 2014 - March 2015
CEB November 2013 - July 2014
Dell May 2013 - November 2013
Open Minds December 2012 - May 2013
Skills
Sales Operations, Management, Salesforce.com, Enterprise Software, Account Management, Channel Partners, Software Industry, CRM, Strategic Software, Sales, Data Analysis, Leadership, Proposal Writing, Strategy, Lead Generation, Business Development
Education
Gettysburg College 2009 — 2013
Bachelor of Arts, English
Souderton Area HS 2006 — 2009
Diploma
Massey Quick & Co., LLC February 2015 - Present
Select Equity Group, L.P. March 2014 - January 2015
Massey Quick & Co., LLC December 2011 - March 2014
Aspiriant March 2008 - November 2011
Aspiriant March 2008 - June 2010
Concepts TV August 2007 - January 2008
Priority Films December 2005 - February 2006
Skills
Investments, Critical Thinking, Strategic Financial..., Strategy, Wealth Management, Equities, Customer Service, Leadership, Management, Private Equity, Financial Analysis, Microsoft Excel, Accounting, Investment Management, Mutual Funds
Education
Bucknell University 2005 — 2007
Degree: Bachelor of Arts, English & Sociology
Bucknell University 2004 — 2007
Bachelor of Arts, Sociology and English
James Cook University 2006 — 2006
BA, English & Sociology
Horizon Blue Cross Blue Shield of New Jersey November 2012 - Present
OppenheimerFunds November 2012 - Present
The Alberleen Group LLC March 2012 - Present
Massey Quick & Co., LLC October 2014 - Present
Skills
Board of Director..., Corporate Governance, Hedge Funds, Alternative Investments, Asset Management, Capital Markets, Financial Markets, Fund Of Funds, Investment Advisory, Financial Management...
Education
New York University, Stern School of Business
Master of Business Administration (MBA), Finance, General, MBA
Fairfield University
Bachelor's degree, Accounting
Goldman Sachs March 2011 - Present
Massey Quick & Co., LLC July 2007 - March 2011
Delbarton School June 2004 - June 2007
UMDNJ November 2001 - June 2004
Allen & Co. 2000 - 2000
Skills
Alternative Investments, Hedge Funds, Valuation, Investments, Fixed Income, Investment Management, Asset Allocation, Strategic Financial..., Due Diligence, Portfolio Management, Private Equity, Equities, Asset Managment, Bloomberg, Financial Modeling, Asset Management, Equity Research
Education
Williams College 1997 — 2001
Political Science, Finance
Deerfield Academy 1996 — 1997
Merrill Lynch October 2008 - Present
Massey Quick & Co., LLC 2004 - 2008
Goldman Sachs 1995 - 2004
Price Waterhouse Coopers 1990 - 1994
Education
Fordham Gabelli School of Business 1992 — 1996
MBA
Fordham University 1986 — 1990
BA, Economics
RSA, The Security Division of EMC August 2015 - Present
US Trust September 2010 - August 2015
Massey Quick & Co., LLC May 2009 - September 2009
UBS May 2008 - September 2008
Skills
Equities, Alternative Investments, Due Diligence, Microsoft Excel, Financial Markets, PowerPoint, Research, Microsoft Office, Relationship Management, Sales, Financial Modeling, Equity Research, Asset Management, Mutual Funds, Credit, Microsoft Word, Bloomberg, Business Development, Fixed Income, Hedge Funds, Investments, Program Management, Valuation, Strategic Planning, Portfolio Management, Finance, Asset Allocation, Financial Analysis, Capital Markets, Private Equity, Lacrosse, Islands, Bird Watching, Bug Tracking, Water Survival, Snow Removal, Animal Husbandry
Education
Hobart and William Smith Colleges 2006 — 2010
Bachelor's degree, Political Science and Government
Delbarton 2000 — 2010
High School Diploma
BlackRock April 2013 - Present
Massey Quick & Co., LLC February 2013 - April 2013
Sandoz (Novartis subsidiary) September 2012 - February 2013
United Lacrosse October 2011 - November 2011
Universal Lacrosse May 2010 - July 2010
Allentown (NJ)/ Upper Freehold Youth Lacrosse December 2007 - February 2008
American Red Cross 2007 - 2008
Skills
Problem Solving, Critical Thinking, PowerPoint, Microsoft Excel, Microsoft Office, Research, Customer Service, Social Media, WACC, CAPM, Black-Scholes, Investment Portfolio, Strategic Financial..., Financial Risk, Financial Markets, Investment Strategies, Personal Finance, Sports Coaching, Teamwork
Education
Fairleigh Dickinson University 2010 — 2012
Bachelor's degree, Business Finance, Recent Graduate
Pace University 2008 — 2010
Business Finance
Kaul Advisory Group January 2012 - Present
Massey Quick & Co., LLC August 2011 - January 2012
The Rockport Company October 2010 - June 2011
Skills
Strategic Financial..., Market Research, Consensus Building
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2007 — 2012
Bachelor's of Science, Accounting
Massey Quick & Co., LLC May 2014 - Present
Smart Woman Securities Gettysburg Chapter April 2013 - Present
Gettysburg College Panhellenic Council January 2013 - Present
Gettysburg College August 2011 - Present
Rendleman Family June 2013 - August 2013
Gettysburg College April 2013 - August 2013
Atlantic Casting & Engineering Corp. May 2012 - July 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Matlab, Wolfram Mathmatica, JavaScript, Budgets, Nonprofits, Leadership
Education
Gettysburg College 2011 — 2015
Bachelor of Science (BS), Mathematical Economics
Villa Walsh Academy 2007 — 2011