Massey Quick Speaking Engagements

11/9/11 – Stewart Massey was a speaker at the Investment Management Summit held at the New York Stock Exchange for top-ranked financial advisor and leading industry experts. Mr. Massey discussed current trends as advisors look beyond traditional asset categories to generate alpha and reduce risk for their clients.

9/7/11 – Wealthy Investors Stick to Hedge Funds—Bloomberg article featuring Leslie Quick.

8/25/11 – Buffett Move May Rescue August for Some Hedge Funds – Reuters article featuring Stewart R. Massey.

8/10/11 – Massey Quick ranks #26 (in total AUM) on the AdvisorOne 2011 Top Wealth Managers survey. Click here for further analysis and data.

7/27/2011 – Some Seek Silver Lining, Some An Escape – Washington Post article featuring Stewart R. Massey.

7/26/2011 – Giving Youngsters the Gift of a Mentor’s Influence – WSJ cites Leslie Quick III as its “Donor of the Day.”

7/2011 – Financial Advisor’s 2011 RIA Survey ranks Massey Quick 29th in overall asset size nationwide. In the accompanying article, Stewart Massey, Founding Partner and Chief Investment Officer, discusses the firm’s growth and its business development strategy.

6/18/2011 – Leslie Quick III was featured in a New York Times article about the Tiger 21 Club and one of the group’s signature sessions, the portfolio defense.

Yale’s Endowment Investment Results for 2009 – Stewart R. Massey, Bloomberg

Barron’s Names Stewart Massey as one of America’s Top 100 Independent Financial Advisors.

America’s Top Financial Planners – Massey, Quick & Co., LLC was named one of America’s top 100 independent financial planning firms.

Preserving Capital – Stewart R. Massey, Bloomberg

RIA Survey- Massey Quick is named one of the 50 largest Registered Investment Advisors in the country (Financial Advisor Magazine, July 2010) and the fastest growing in New Jersey.

Profile: Stewart Massey – NonProfit News, May 6, 2010. “For Massey, Quick & Co., it’s all about the details when it comes to assessing managers, say Co-founder and CIO Stewart Massey.”

The Importance of Limiting Size – Stewart R. Massey, Bloomberg

Ongoing Due Diligence – Stewart R. Massey, Reuters

New Jersey’s Best 50 Women in Business, NJ Biz Magazine
Louise Ramsey Thomas named to 2010 roster.

Harvard Seeks Better Investment Opportunities, The Wall Street Journal, February 17, 2010. Stewart Massey believes that, “Endowments and foundations are going through a period of restructuring where the foremost thing on their minds will be liquidity, even if that means giving up return and taking in some losses.”

The Bridge Between Chaos and Opportunity, February 2010 A new investment strategy essay from Massey Quick.

Media Archives

Click on Year Below to See a Complete Listing of Articles and Releases

Investing in Hedge Funds, Reuters, October 20, 2009, includes comments by Stewart R. Massey.
Endowments Seek Liquidity, Financial Times, October 16, 2009, includes comments by Stewart R. Massey.
Massey Quick Eyes Acquisitions, Private Asset Management, September 2009
What Wealthy Clients Want Now, On Wall Street, September 1, 2009, includes comments by Leslie C. Quick, III.
Short-Sellers Suffer Crushing Losses in July, Reuters, August 7, 2009, includes comments by Stewart R. Massey.
Hedge Fund Fees Firm as LBO Managers Bow to Pensions, Bloomberg, August 3, 2009, includes comments by Stewart R. Massey.
Massey Quick Adds Senior Staff to Team, Summer 2009
RIA Survey, Financial Advisor, July 2009–Massey Quick ranks #37 in total assets.
Will the U.S. Suffer a Tokyo-Style Recession? by Stewart R. Massey, January 2009, in connection with his presentation at the 2009 New Mexico Economic Outlook Conference

A Legacy of Giving, Bonaventure University’s Alumni Magazine, Fall 2008
Profile of Leslie C. Quick, III.
Big Hedge Funds Suffer Big Losses in September, Reuters, October 3, 2008, includes comments by Stewart R. Massey.
Hedge Fund Arrests Send Chill through Industry, Reuters, June 20, 2008, includes comments by Stewart R. Massey.
Hedge Funds up in April after Poor Start to Year, Reuters, May 7, 2008, includes comments by Stewart R. Massey.
Prominent Hedge Funds Nurse Heavy Losses in 2008, Reuters, January 2008, includes comments by Stewart R. Massey.

Massey Quick Staff & Business Update, June 26, 2007
Morristown Firm Tracks Top Money Managers for Clients, Daily Record, July 4, 2007
All Together Now, Financial Advisor Cover Story, September 2007. To repair the traditional wealth management business plan, Massey, Quick & Co. treats their clients as peers.
RIA Survey, Financial Advisor, July 2007. Massey Quick ranks #53 in total assets and #6 in assets per client.
High Net Worth Industry Awards, September 10, 2007. Massey Quick nominated for 2007 Multi-Family Office of the Year.

The College of Wooster Nominated as One of the Small Nonprofits of the Year, Foundation & Endowment Money Management Magazine, June 2006
Super Stars: Bloomberg Wealth Manager Survey, July/August, 2006. Massey Quick ranks #10 based on assets per client relationship.
RIA Survey, Financial Advisor, July 2006. Massey Quick ranks #1 in growth (firms under $1 billion) and #4 (overall) in assets per client.
Partners in Life, Love and Philanthropy, M.A.R. Magazine. Profiles Joe & Deb Belfatto’s involvement with Susan G. Komen for the Cure
Multistrategy Funds Post-Amaranth, MarHedge, October 9, 2006. Investors will demand better due diligence, less leverage.
Endowments That Work, The College of Wooster, November 2006. Stewart Massey explains why the gifts that alumni designate for Wooster’s endowment fund are paying rich dividends.

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