Chris Moore Email & Phone Number

Mr. Moore helped found Simon Quick Advisors in 2004, and is a Managing Partner of the firm. Chris Chair’s the Executive Committee, which is responsible for the firm’s vision, mission, strategy, and operations. The Committee is also accountable for the organization’s performance, and the achievement of business goals, while maintaining alignment with its core values. He is also Chair of the Investment Committee, which oversees investment matters, including market research, asset allocation, risk management, investment manager due diligence, and portfolio implementation and monitoring. He has over 20 years of experience working with clients, and developing his expertise in the areas of investments, taxes, insurance, and estate planning for a comprehensive approach to wealth management.From 2014 through 2022, he served as the CIO at Simon Quick, responsible for the development of the firm’s market outlook and approach to asset allocation. Prior to that, Chris served as the Head of Research, responsible for the diligence process across private equity, real estate, venture, hedge fund, and traditional investment strategies. He began his career in the financial services industry working for Aon Risk Services as a licensed Property & Casualty insurance producer, servicing middle to large market corporations in the Northeast. He has participated in many speaking engagements, and has been interviewed by CNBC, Bloomberg, The Wall Street Journal, and The New York Times.Mr. Moore is a CERTIFIED FINANCIAL PLANNER™ practitioner, and earned an MBA from Columbia Business School, where his studies were concentrated in finance and investments. He graduated with a BA from the College of the Holy Cross, where he majored in Mathematics and minored in Computer Science. He is an Advisory Board Member for Bow River Capital Partners, a private equity firm based out of Denver, CO and Valor Capital Group, a Brazil focused Venture Capital firm. He is also an active participant in, and former Board Chair of, the NJ chapter of the Young Presidents’ Organization. In 2017, he was named a 40 Under 40 award winner by NJBIZ. Most recently, he became an Investor In Residence for the Benjamin Graham Value Investing Program at the UCLA Department of Economics.In his spare time, Chris enjoys spending time with his wife and three children, especially when that also involves travel, golf, skiing, hiking, and coaching youth sports.For important disclosures please go to:https://static.twentyoverten.com/5dd43b58fe95cc60688ef1e8/tdr9p5b4/Simon-Quick-Advisors-Disclosure-Information.pdf

Listed skills include Portfolio Management, Investments, Alternative Investments, Wealth Management, and 33 others.