Wayne Yi is a control person of Simon Quick Advisors and directly owns under 5% of it. Wayne Yi holds a BA in Economics and International Relations from the University of Pennsylvania.
Simon Quick Advisors is an investment adviser based in Morristown, NJ, registered with the SEC since 2004. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations and pooled investment vehicles. Its regulatory assets under management total $9.01 billion, as filed on 28 July 2026. Its fees, ownership and offices are on the firm’s profile.
Wayne Yi is Partner and Chief Investment Officer of Simon Quick Advisors, based in New York, NY. As CIO he drives the firm's market outlook, allocation strategy and investment implementation for client portfolios, and he is a member of the Simon Quick Investment Committee, Executive Committee and Risk Management Committee. He began his career in investing at Delaware Investments as a Research Analyst, then joined Goldman Sachs' Investment Research department as Senior Analyst. He later was Sector Head for Credit and Event-Driven strategies at Robeco-Sage and, before joining the firm, Co-Portfolio Manager at SAIL Advisors.
Professional designations
Listed by Simon Quick Advisors
- CFA charterholder
- CRD
- 4302887
- Firm
- Simon Quick Advisors · CRD 132330
- Role
- Partner, Chief Investment Officer
- In role since
- January 2023 · 3 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Morristown, NJ
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- simonquickadvisors.com
Where does Wayne Yi work?
Wayne Yi has been Partner, Chief Investment Officer of Simon Quick Advisors, LLC since January 2023, and is a control person of the firm.
Is Wayne Yi a CFA charterholder?
Simon Quick Advisors lists Wayne Yi with the CFA credential (“CFA charterholder”) on its website. CFA Institute confirms certification status.
How can I verify Wayne Yi’s record?
Wayne Yi’s role is listed on Simon Quick Advisors, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 132330.
