Simon Quick Advisors Merges In Red Hook Management
Summary
Our focus has been on opportunities to partner with advisory firms where the people share our values and commitment to providing personalized wealth management services to a sophisticated clientele. The incoming team will benefit from the resources and infrastructure we have built to optimize the mutual success of our advisors and clients.” explains Mark DeLotto, Managing Partner at Simon Quick. Their proprietary technology, SQ CORE™, and dedicated business functions like investment research and marketing, made the opportunity to work together compelling,” shares Tom Trynin, President of Red Hook and incoming Partner at Simon Quick. Simon Quick’s multi-family office pedigree and the sophistication in their investment solutions aligns with the evolving needs of Red Hook’s client base, explains DeLotto. At the same time, we know we are a viable solution for firms looking to solve technological, operational, and succession issues.” “For our long-term future, we needed to find a partner that gave our team and our clients assurance that we had the platform to serve them and their families for years to come.