Managing Partner
Current
Apr 2017 - Present
AeroLeads people directory · profile
Peter Simon Email & Phone Number
Managing Partner at Simon Quick Advisors
at
Simon Quick Advisors, LLC
1 work email found
@wesandsons.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Partner at Simon Quick Advisors
Location
Morristown, New Jersey, United States
Company size
Who is Peter Simon? Overview
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Quick answer
Peter Simon is listed as Managing Partner at Simon Quick Advisors at Simon Quick Advisors, LLC, a company with 62 employees, based in Morristown, New Jersey, United States. AeroLeads shows a work email signal at wesandsons.com and a matched LinkedIn profile for Peter Simon.
Peter Simon previously worked as Managing Partner at Simon Quick Advisors, Llc and Co-Chairman at Williame. Simon Foundation. Peter Simon holds Bachelor Of Arts (B.A.), Psychology from Lafayette College.
Company email context
Email format at Simon Quick Advisors, LLC
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{first_initial}{last}@wesandsons.com
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AeroLeads found 1 current-domain work email signal for Peter Simon. Compare company email patterns before reaching out.
Profile bio
About Peter Simon
In 2017 I became a managing partner at what is now Simon Quick Advisors. I have known Leslie Quick and Joseph Belfatto for 20 years both personally and professionally. Through my involvement on an investment committee for an endowment, managed by Simon Quick Advisors, I got to know the firm and its capabilities well. After a conversation about succession planning for my own Family Office (William E. Simon & Sons), the idea to combine the two firms was hatched; and within a year we were merged.Years earlier, in 1988, I co-founded William E. Simon & Sons (WESS) along with my father, former Treasury Secretary William E. Simon, and my brother, William E. Simon, Jr. WESS was a family office entrusted with preserving the financial health and legacy of my siblings and the next generation of our family.
Listed skills include Strategic Planning, Management, Leadership, Public Speaking, and 15 others.
Current workplace
Peter Simon's current company
Company context helps verify the profile and gives searchers a useful next step.
Simon Quick Advisors, Llc
4 roles · 26 years
Peter Simon work experience
A career timeline built from the work history available for this profile.
Co-Chairman
Williame. Simon Foundation
I have been with my Family Office (William E Simon and Sons)for 25 years. We manage the Foundation and I serve as CoChair of the Board.I am actively involved with all the foundations' philanthropy and daily activities.
2000 - 2022
~22 yrs
Co-Chairman
William E. Simon And Sons
J. Peter Simon co-founded William E. Simon and Sons (WES&S), along with his late father, former Treasury Secretary William E. Simon, and his brother, Bill Simon, Jr. in 1988. He currently serves as Co-Chairman of the Firm and its Investment Group and leads the New Jersey office. In 2017 William E Simon and Sons merged with Massey Quick and we are now Simon.
Feb 1988 - Jul 2017
Managing Director Convertibles
Kidder Peabody
Mr. Simon was previously employed by Kidder Peabody in New York City from 1975 – 1988. At Kidder Peabody, he rose to Managing Director in the convertible securities department.
Sep 1975 - Jan 1988
Team & coworkers
Colleagues at Simon Quick Advisors, LLC
Other employees you can reach at simonquickadvisors.com. View company contacts for 62 employees →
AV
Anders Velischek, Cfp®
Colleague at Simon Quick Advisors, LlcButler, New Jersey, United States, United States
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LM
Larissa Mehlfelder, Cfp®, Bfa™
Colleague at Simon Quick Advisors, LlcChatham, New Jersey, United States, United States
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HT
Hana T.
Colleague at Simon Quick Advisors, LlcCarlstadt, New Jersey, United States, United States
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JR
Jessica Reale, Cgbp
Colleague at Simon Quick Advisors, LlcNew York, New York, United States, United States
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KS
Kylee Scioscia
Colleague at Simon Quick Advisors, LlcMorristown, New Jersey, United States, United States
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MT
Michael T. Oliveri
Colleague at Simon Quick Advisors, LlcMorristown, New Jersey, United States, United States
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AS
Adam Steck
Colleague at Simon Quick Advisors, LlcNutley, New Jersey, United States, United States
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JM
Jordan Maly
Colleague at Simon Quick Advisors, LlcDenver, Colorado, United States, United States
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MM
Mohsin Malik
Colleague at Simon Quick Advisors, LlcNew York City Metropolitan Area, United States
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JR
Joseph Rojek
Colleague at Simon Quick Advisors, LlcSomerset, New Jersey, United States, United States
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Anders Velischek, Cfp®
Colleague at Simon Quick Advisors, LlcButler, New Jersey, United States, United States
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LM
Larissa Mehlfelder, Cfp®, Bfa™
Colleague at Simon Quick Advisors, LlcChatham, New Jersey, United States, United States
View →
HT
Hana T.
Colleague at Simon Quick Advisors, LlcCarlstadt, New Jersey, United States, United States
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JR
Jessica Reale, Cgbp
Colleague at Simon Quick Advisors, LlcNew York, New York, United States, United States
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KS
Kylee Scioscia
Colleague at Simon Quick Advisors, LlcMorristown, New Jersey, United States, United States
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MT
Michael T. Oliveri
Colleague at Simon Quick Advisors, LlcMorristown, New Jersey, United States, United States
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AS
Adam Steck
Colleague at Simon Quick Advisors, LlcNutley, New Jersey, United States, United States
View →
JM
Jordan Maly
Colleague at Simon Quick Advisors, LlcDenver, Colorado, United States, United States
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MM
Mohsin Malik
Colleague at Simon Quick Advisors, LlcNew York City Metropolitan Area, United States
View →
JR
Joseph Rojek
Colleague at Simon Quick Advisors, LlcSomerset, New Jersey, United States, United States
View →
2 education records
Peter Simon education
Bachelor Of Arts (B.A.), Psychology
Education record
Newark Academy
FAQ
Frequently asked questions about Peter Simon
Quick answers generated from the profile data available on this page.
What company does Peter Simon work for?
Peter Simon works for Simon Quick Advisors, LLC.
What is Peter Simon's role at Simon Quick Advisors, LLC?
Peter Simon is listed as Managing Partner at Simon Quick Advisors at Simon Quick Advisors, LLC.
What is Peter Simon's email address?
AeroLeads has found 1 work email signal at @wesandsons.com for Peter Simon at Simon Quick Advisors, LLC.
Where is Peter Simon based?
Peter Simon is based in Morristown, New Jersey, United States while working with Simon Quick Advisors, LLC.
What companies has Peter Simon worked for?
Peter Simon has worked for Simon Quick Advisors, Llc, Williame. Simon Foundation, William E. Simon And Sons, and Kidder Peabody.
Who are Peter Simon's colleagues at Simon Quick Advisors, LLC?
Peter Simon's colleagues at Simon Quick Advisors, LLC include Anders Velischek, Cfp®, Larissa Mehlfelder, Cfp®, Bfa™, Hana T., Jessica Reale, Cgbp, and Kylee Scioscia.
How can I contact Peter Simon?
You can use AeroLeads to view verified contact signals for Peter Simon at Simon Quick Advisors, LLC, including work email, phone, and LinkedIn data when available.
What schools did Peter Simon attend?
Peter Simon holds Bachelor Of Arts (B.A.), Psychology from Lafayette College.
What skills is Peter Simon known for?
Peter Simon is listed with skills including Strategic Planning, Management, Leadership, Public Speaking, Investments, Fundraising, Philanthropy, and Research.
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