Ms. Balloutine joined Massey Quick Simon in 2018, bringing with her over 25 years of experience in office management and executive assistance in corporate, nonprofit, and financial services industries. As the executive assistant to several of the firm’s managing partners, Jackie is responsible for a full range of executive support services.
Ms. Balloutine began her career as a project manager at Sprint Corporate, responsible for the installation and upgrading of cell sites throughout the Northeast. She also served as the executive assistant to the former CEO/President of UBS PaineWebber and Chairman of the Homeland Security Advisory Council, appointed by President Bush. Jackie also served as the office administrator to one of New Jersey’s most successful 4 star restaurants, organizing all media for major television, cable, print and radio, including appearances with Jet Set Sports at four Olympic Games.
Jackie graduated Magna cum Laude, with a degree from Montclair State University in Speech Communications and minor in Pre-Law. Outside of work, Jackie enjoys working out, is an avid reader and podcast devotee, and enjoys volunteering with organizations like The Community Soup Kitchen of Morristown and NJ Heartworks. She is devoted to spending time with and raising her two very funny sons and loves time with family and friends.
Ms. Caruso joined the Massey Quick Simon team in June 2013. Her primary responsibilities include providing administrative support to the firm, as well as managing technology, finances and supporting the marketing team. She also plays a key role in managing the interns in Massey Quick Simon’s internship program.Prior to joining Massey Quick Simon, Joyce had multiple roles at Pingry School, serving as an administrative assistant to Headmaster and assisting the Head Librarian. Joyce has a B.S. degree in Marketing from Fairleigh Dickinson University.In her leisure time, Joyce enjoys spending time with her family and friends, playing tennis, skiing and traveling. She also volunteers her time to Habitat for Humanity and Heartworks.
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Ms. Capizzi joined Massey Quick Simon in May of 2015. Brittany is a member of the Operations team. Her primary responsibilities include maintaining the CRM system, working with technology integrations, overseeing daily reports, and assisting in billing by preparing client invoices. Prior to Massey Quick Simon, Ms. Capizzi attended Rutgers University where she graduated with a B.S. While at Rutgers, she held Presidential office for Phi Alpha Delta, International Fraternity. She also acted as the Women’s Lacrosse Student Manager for the Rutgers Athletics department and a Field Manager for the Rutgers Recreation department. In her spare time, she enjoys staying active by hiking, coaching lacrosse, and participating in competitive races.
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Managing Partner / Chief Operating Officer and Chief Compliance Officer
Mr. DeLotto joined Massey Quick Simon in April 2007 and currently serves as the Chief Operating Officer, with 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 Simon.Mr. DeLotto 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 Simon, 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.Mr. DeLotto 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 was an active member of The Villanova School of Business and served as a mentor in the Commerce and Finance Counselor program. A graduate of the Delbarton School in Morristown, NJ, he currently serves on the Board of the Alumni Association and is the Co-Chair of the school’s annual fundraising effort. Mark currently sits on the Technology Advisory Board for both Pershing LLC (an affiliate of BNY Mellon) and Fortigent LLC (an affiliate of LPL Financial). Mark sits on the Board of Directors for the ARC of Morris County, an organization dedicated to people affected by intellectual and related developmental disabilities and their families in Morris County.
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Mr. Jedziniak joined Massey Quick Simon in May of 2014 as a member of the Operations team. He is responsible for daily trading activity, reconciling client statements, assisting in client reporting, cybersecurity and compliance. He was previously an intern for Massey Quick Simon. Prior to joining Massey Quick Simon, Mr. Jedziniak worked for Consolidated Chassis Management. There, he gained exposure to all levels of financial analysis and accounting. In 2017 he successfully completed the Center for Fiduciary Studies Program to earn the Accredited Investment Fiduciary (AIF®) designation.Mr. Jedziniak graduated from York College of Pennsylvania in the spring of 2012 with a B.S. in Finance and a minor in Economics. While at York College; Mr. Jedziniak helped to found the fraternity Kappa Delta Phi, where he served as Vice President for two years. He also was a Captain for the Relay for Life in 2010 and 2011. In his free time, he enjoys spending time with his family and participating in sports around his community.
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Director of Compliance & Operations / Principal
Mr. Pisano works as Director of Compliance & Operations. He joined Massey Quick Simon from Dynasty Financial Partners where he served as Chief Compliance Officer of their Investment Operations and Platform. At Dynasty Mr. Pisano was responsible for Platform due diligence and was appointed CCO of the firm’s broker dealer. Prior to Dynasty, Mr. Pisano spent 3 years at HSBC in their registered investment advisor and broker dealer Compliance Department. During his tenure he served as Regulation Coordinator for the Investment Advisors Act of 1940, leading Advisory Compliance efforts in the Private Banking, Wealth Management, and Institutional Business lines. Prior to joining HSBC, Mr. Pisano held various roles in Compliance over 7 years with New York Life Insurance Company and began his career in the Branch Examination team where he conducted mock regulatory focus exams, earning his series 7, 24, and 66 licenses. In 2017 he successfully completed the Center for Fiduciary Studies Program to earn the Accredited Investment Fiduciary designation.Mr. Pisano holds a BA with honors from York College of Pennsylvania and a MBA in Financial Management from Pace University’s Lubin School of Business.
Connect with Steve on LinkedIn.
Vice President / Principal
Ms. Scioscia joined the Massey Quick Simon team in December 2011. Kylee is a member of the Operations team at Massey Quick Simon. Her primary responsibilities include overseeing the reconciliation of client statements, client performance report preparation and reconciliation, preparing client invoices, tracking key company metrics and overseeing the operations of the Massey Quick Simon client access portal.Before joining Massey Quick Simon, Kylee spent two years at the Somerset Hills Country Club, where she served as professional shop manager and merchandiser. Previously, she served for five years as the retail merchandiser at Trump National Golf Club in Bedminster, New Jersey. In her leisure time, Kylee enjoys spending time with her husband and son.
Connect with Kylee on LinkedIn.