What makes a financial advisory firm truly sustainable in the competitive world of wealth management?

Join David Armstrong as he engages with Mark DeLotto, partner and corporate development officer at Simon Quick Advisors, on the firm’s distinctive growth journey and his roadmap for future growth. Mark offers insights into cultivating a culture of broad ownership, team collaboration, and strategies for organic growth driven by deep expertise in trusts and estate planning, and his ambition for more deal making in the RIA space. 

David and Mark discuss:

- The transformation of Simon Quick Advisors from an early focus as a family office, to advising a few institutions, to becoming a full-service wealth management firm for HNW and UHNW clients.  
- How broadening the number of next-gen employee owners has aligned the team around the firm’s goals and incentives, and the impact that decision has had on the firm’s growth trajectory. 
- Why the firm decided to bring estate planning intelligence in-house.
- The firm’s first three M&A deals, and how Mark and his partner believed in the mission to the point where they made personal guarantees to the bank to raise the capital to pursue a deal. 

Resources:
 
RIA Edge Podcast: http://bit.ly/3YVhfof 
 
Connect With David Armstrong:
 
WealthManagement.com: http://bit.ly/3RKHvyY 
LinkedIn: WealthManagment.com: https://bit.ly/3YkoRAv 
LinkedIn: David Armstrong: https://www.linkedin.com/in/djamesarmstrong/ 
Twitter: David Armstrong: https://twitter.com/djamesarmstrong 
LinkedIn: Informa: https://bit.ly/3leEF9g 

Connect With Mark DeLotto:

Simon Quick Advisors: https://simonquickadvisors.com/
LinkedIn: Simon Quick Advisors: https://www.linkedin.com/company/simonquickadvisors/
LinkedIn: Mark DeLotto: https://www.linkedin.com/in/mark-delotto-2a42044/
Facebook: Simon Quick Advisors: https://www.facebook.com/Simonquickadvisors/
Twitter: Simon Quick Advisors: https://www.twitter.com/SimonQuickAdvrs

About Our Guest:

Mr. DeLotto joined Simon Quick in April 2007 and currently serves as the Partner and Corporate Development 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. He also sits on the firm's Operating Committee. In early 2013, Mr. DeLotto became an equity partner of Simon Quick.

Mr. DeLotto began his career with Fleet/Quick & Reilly as a Financial Advisor. At the Bank 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 Simon Quick, Mr. DeLotto supervised, mentored, and coached over forty financial advisors and sales assistants as a licensed market principal at Bank 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.

RIA Edge Podcast: Building Wealth Firms That Last with Mark DeLotto

NREI Weekender Episode 6 - NREI Research Series: Annual REIT Study Review, July 13, 2019

Today, David Bodamer continues with the NREI Research Series by reviewing NREI’s 4th annual REIT study. 

In this episode, you will learn:

- The major takeaways from this year’s research
- Which categories are on respondents’ buy and sell lists
- The status of REIT balance sheets
- What kind of predictions the study provides for REIT stock prices and returns 
- And more

Tune in now to hear the latest findings in the Review of the fourth annual REIT Study as part of the NREI Research Series.

Resources:
National Real Estate Investor

RIA Edge Podcast: Building Wealth Firms That Last with Mark DeLotto

WealthManagement.com

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