Mark David DeLotto
Amministratore Delegato presso Simon Quick Advisors LLC
Profilo
Mr. Mark D.
DeLotto is a Managing Partner & Chief Operating Officer at Massey, Quick & Co. LLC.
He has primary responsibility over the areas of Finance and Operations.
He also oversees human resources, legal, compliance, technology and infrastructure and, as a member of the Management Committee, contributes to the firm’s strategic direction, business development and business planning.
In early 2013, Mr. DeLotto became an equity partner of Massey Quick.
He sits on the Board of the Alumni Association of Delbarton School in Morristown, NJ, Board of Directors for the ARC of Morris County, and the Technology Advisory Board for both Pershing LLC (an affiliate of BNY Mellon) and Fortigent LLC (an affiliate of LPL Financial).
He began his career with Fleet/Quick & Reilly as a Financial Advisor.
At the Banc of America Investment Services, he managed and serviced client assets.
He earned Series 7, Series 66 and New Jersey Life and Health Insurance Producer Licenses and was selected to partner with a successful team of advisors in 2005.
Prior to joining Massey Quick, Mr. DeLotto supervised, mentored and coached over forty financial advisors and sales assistants as a licensed market principal at Banc of America Investment Services, Inc.
He has a BS in Business Administration with a concentration in Finance from Villanova University School of Business.
He is an active member in the Morris/Somerset Chapter of the Villanova Alumni Association and The Villanova School of Business.
Posizioni attive di Mark David DeLotto
Società | Posizione | Inizio |
---|---|---|
Simon Quick Advisors LLC
Simon Quick Advisors LLC Investment ManagersFinance Simon Quick Advisors LLC (Simon Quick) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Morristown, New Jersey. The firm was founded by Stewart Massey in 2004 as Massey, Quick & Co. LLC. Simon Quick offers to its clients (individuals, families, pension and non-profit business entities, endowments and foundations) various advisory services. | Amministratore Delegato | 01/04/2007 |
Formazione di Mark David DeLotto
Villanova School of Business | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 1 |
---|---|
Simon Quick Advisors LLC
Simon Quick Advisors LLC Investment ManagersFinance Simon Quick Advisors LLC (Simon Quick) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Morristown, New Jersey. The firm was founded by Stewart Massey in 2004 as Massey, Quick & Co. LLC. Simon Quick offers to its clients (individuals, families, pension and non-profit business entities, endowments and foundations) various advisory services. | Finance |
- Borsa valori
- Insiders
- Mark David DeLotto