Wayne Yi

Head of Investment Research, Senior Managing Director | Principal at Massey Quick Simon & Co. - Morristown, NJ, US

Wayne Yi's Colleagues at Massey Quick Simon & Co.
Vanessa Sullivan

Vice President of Client Service Administration

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Shelley Rizzo

Administrative Assistant

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James McGurren

Principal | Managing Director | Client Advisor

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Cristina Puleo

Vice President - Tax, Family Office Services

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Ryan Wetmore

Client Service Administrator

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Wayne Yi's Contact Details
HQ
973-525-1000
Location
New York,New York,United States
Company
Massey Quick Simon & Co.
Wayne Yi's Company Details
Massey Quick Simon & Co. logo, Massey Quick Simon & Co. contact details

Massey Quick Simon & Co.

Morristown, NJ, US • 50 - 99 Employees
Investment Bank/Securities Brokerage

Our mission statement is to give our clients the freedom to pursue what matters most to them. Our clients come from different industries and backgrounds, but they have all found their own individual success and have accumulated significant wealth. Navigating the complexities that come with wealth is hard to do alone. That's why we work closely with each client to develop a personalized strategy that aligns with their unique circumstances and needs. Ultimately, our goal is to be our clients' first and only call regarding any financial issue, question, or decision. We put our client's goals, big and small, at the center of everything we do. We are invested, honest, and precise but nimble problem solvers. Success to us means creating a meaningful relationship with a client so that he or she works with us as a partner in securing and managing his or her wealth. Ultimately our goal is to act as a guide on each client's financial journey so that the client can achieve financial peace of mind and focus on whatever is most important to them in life. For important disclosures please go to https://static.twentyoverten.com/5dd43b58fe95cc60688ef1e8/FG9fZ7rro6/Simon-Quick-Advisors-Disclosure-Information.pdf

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Details about Massey Quick Simon & Co.
Frequently Asked Questions about Wayne Yi
Wayne Yi currently works for Simon Quick Advisors, LLC.
Wayne Yi's role at Simon Quick Advisors, LLC is Head of Investment Research, Senior Managing Director | Principal.
Wayne Yi's email address is ***@mqsadvisors.com. To view Wayne Yi's full email address, please signup to ConnectPlex.
Wayne Yi works in the Investment Management industry.
Wayne Yi's colleagues at Massey Quick Simon & Co. are Vanessa Sullivan, Shelley Rizzo, James McGurren, Kylee Scioscia, Cristina Puleo, Mark Delotto, Ryan Wetmore and others.
Wayne Yi's phone number is 973-525-1000
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