Mr. Belfatto is a Managing Partner of Massey Quick Simon and is responsible for client relationship management, marketing and new business development. He is a member of the firm’s Management Committee and also serves as the Senior Relationship Manager on a number of individual, endowment and foundation client accounts.
Mr. Belfatto joined Massey Quick Simon as a partner in 2007, after a 23 year career on Wall Street. He began his career in institutional sales at Merrill Lynch in 1984. During his seventeen years at the firm, he held various positions in sales, sales management, and capital markets, including Global Head of Convertible Bond Sales, Global Head of Equity Sales and Global Head of Fixed Income Sales.
Mr. Belfatto joined HSBC in 2002 as Head of Sales for the Americas, during which time he played a key role in the build-out of the sales organization across products in Canada, Latin and South America and the US. He later became the Global Head of Equities, based in London and New York, and was responsible for restructuring this business, integrating cash and derivatives and developing a risk management platform. In 2006 he assumed responsibility for the Markets business in the Americas, which included sales, trading, capital markets and risk management across equities, fixed income, commodities, foreign exchange, futures and derivatives. He was also a member of HSBC's Investment Committee for the North American Retirement Income Plan from 2006-2007. In 2007, he established the Executive Client Coverage Group to leverage the bank’s capabilities with key clients across commercial and investment banking, markets and private banking. Immediately prior to joining Massey Quick, Mr. Belfatto was a Senior Executive Vice President at HSBC and served as a member of the Executive Committee for Corporate, Investment Banking and Markets.
Mr. Belfatto graduated from Seton Hall University summa cum laude with a major in Economics, and went on to Harvard Business School, graduating with a concentration in Marketing and Finance. He is currently a member of the Seton Hall University Advisory Committee. Previously he served on the Planning Board in Summit, NJ, the Board of Trustees of the Susan G. Komen for the Cure North Jersey Affiliate, Oak Knoll School of the Holy Child and the North Jersey Affiliate of the Juvenile Diabetes Foundation.
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Mr. Nichols joined Massey Quick Simon as a Marketing Analyst in June 2019. He is responsible for the firm’s website content management, social media accounts, and email distribution lists. Additionally, Mr. Nichols works closely with the Director of Marketing & Communications to prepare marketing materials supporting the Business Development team. Mr. Nichols originally joined the firm in April 2018 as a Marketing Intern.
Prior to joining Massey Quick Simon, Mr. Nichols interned for a boutique tech firm in NYC where he researched the effectiveness of pay-per-click ad campaigns and prepared website analytics reports. Additionally, he worked as a Teller for TD Bank, where he was responsible for general banking inquires and retail transactions.
Mr. Nichols graduated from Fordham University in May 2019 with a B.S. in Marketing and a minor in Economics. While at Fordham he participated in the London study abroad program and was a member of the Special Olympics club. He remains an active volunteer at the Community Soup Kitchen and Outreach Center in Morristown, NJ.
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Director of Marketing & Communications / Principal
Ms. O’Brien joined Massey Quick Simon in 2015, bringing with her 7 years of experience in the financial services industry. As Director of Marketing and Communications Darcy is responsible for marketing, media relations, website management, event coordination and social media initiatives. Additionally, Darcy is regularly tasked with the creation and management of marketing materials and liaising with relationship managers and partners to produce content for Massey Quick Simon’s audience.Ms. O’Brien began her career at Aspiriant LLC in Los Angeles, CA where she was responsible for placing trades, establishing and maintaining accounts, and training fellow employees. Following Aspiriant, Darcy worked on Massey Quick Simon’s Operations team from 2011-2014 reviewing and reconciling client investments in the portfolio accounting system, and supporting the COO in the areas of finance, operations and compliance. Ms. O’Brien spent a year working for the Select Equity Group in their Client Services division before returning to Massey Quick Simon in 2015.Darcy earned a Bachelor’s degree in English and Sociology from Bucknell University in Lewisburg, Pennsylvania. Outside of work, Darcy enjoys running, cooking and spending time with her friends and family.
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Mr. Thomas is a Managing Director of Massey Quick Simon, and is involved in the Firm’s new business development efforts. Mr. Thomas joined Massey Quick Simon in 2015. Prior to joining Massey Quick Simon, Mr. Thomas was Senior Managing Director at Forefront Capital, a boutique investment advisory firm focused on creating alternative investment and specialized credit products for high net worth and family office investors. Prior to Forefront, he ran the client development effort at HB Global, a macro hedge fund. Before HB, Mr. Thomas was a Senior Vice President in Lehman Brothers’ Absolute Return Strategies Group, where he was initially responsible for Private Investment Management and Platform Distribution. He later headed all of Lehman’s alternative product sales in the United States. Prior to Lehman, he was at Banc of America Securities, where he ran the Alternative Investments area within BAS’s Private Client Group, and later managed Bank of America’s alternative products distribution business for the Eastern US. Mr. Thomas also sat on the Bank’s Hedge Fund Investment Committee. Before BofA, Mr. Thomas was at Merrill Lynch, where he held various roles in Middle Market Fixed Income Sales and in Merrill’s Alternative Investments Group.Mr. Thomas began his financial industry career as an analyst in Chemical Bank’s Strategic Planning Group. He graduated from New York University in 1984 with a BA in Political Science and Departmental Honors, and then after Chemical Bank went on to Columbia University’s School of International Affairs where he earned an MIA in International Banking and Finance. Mr. Thomas is a faculty member at the New York Institute of Finance, where he teaches courses in Hedge Funds, Alternative Investments and Portfolio Management. Mr. Thomas is also a Board Member and Vice President of the Hellenic American Bankers Association.
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Mr. Ward is an independent solicitor for Massey Quick Simon, making introductions for prospective wealth management clients. Mr. Ward is not involved with advising or making investment recommendations and decisions for clients of Massey Quick Simon.
Mr. Ward has been employed as a finance professional since 1981, when he began working with Kidder, Peabody & Co. in New York. Mr. Ward spent thirteen years with Kidder, Peabody & Co from 1981 through 1994 where he managed the convertible securities group as well as co-headed institutional equity sales and trading. Kidder Peabody & Co. was sold to PaineWebber & Co. in October of 1994, at which time Mr. Ward joined Lazard Frères & Co. LLC to manage their convertible securities business. Mr. Ward was a partner of the firm. Mr. Ward joined ABN AMRO Incorporated in April of 1998 as a Managing Director, where he co-managed the institutional equity business before being appointed the executive head of the North American Institutional Equity Group. While at ABN AMRO, Mr. Ward also managed the Convertible Sales and Trading business. Finally, after leaving ABN AMRO Incorporated in 2002, Mr. Ward would go on to spend the next sixteen years as at CRT Capital Group LLC (pre-merger)/Cowen Group, Inc. At CRT/Cowen, Mr. Ward headed the equity sales and trading business as well as managed convertible sales.
In his various roles over the years, Mr. Ward has been involved in all facets of the equity, convertible and credit sales and trading businesses. In particular, he has been involved in managing institutional sales and trading teams, interfacing with large institutional and high net worth clients, and marketing an in depth understanding of equity and credit capital markets. He has also had extensive exposure to the process of building and implementing a business plan, the human resource planning process, and administering the compliance function in each of his senior roles.
Phone: 917-743-7565Email: email@example.com Connect with John on LinkedIn.