Simon Quick Advisors Welcomes Justin A. Duke as Managing Director in Dallas

DALLAS, Sept. 8, 2026 /CourierPR/ -- Simon Quick Advisors, an independent wealth management and multi-family office firm, has announced the addition of Justin A. Duke, CFA, as Managing Director, Client Advisor in the Dallas office. This move comes as experienced advisors continue to leave large banks and wirehouses in favor of independent, fiduciary-focused firms, reflecting a broader trend in the industry.

Duke joins a growing roster of advisors at Simon Quick, including Nate Ohlinger, Shei Unger, Ryan Moffett, Gregory Chappell, and Christian Yoss. The firm’s commitment to serving high-net-worth individuals, families, entrepreneurs, and business owners in Dallas is evident in its strategic growth plans. According to data from Cerulli Associates, independent and hybrid RIAs have experienced annualized growth rates of over 10% for the past decade, now managing more than a quarter of industry assets. This growth is largely driven by advisors’ desire for greater autonomy and a platform focused on client needs.

Justin A. Duke brings nearly 25 years of wealth management experience to Simon Quick. He began his career at Northern Trust, Regions Bank, and most recently, BNY Wealth, where he served as a team leader in the Dallas office. Throughout his career, Duke has worked with a diverse range of clients, including high-net-worth individuals, families, entrepreneurs, and business owners, helping them navigate significant liquidity events. His communication-first approach and steady guidance will be valuable additions to Simon Quick's advisory team.

"Simon Quick gave me something I didn't think was possible: the resources and capabilities to serve clients at the highest level, without the constraints I'd grown used to," Duke explained. "Being independent and employee-owned isn't just a talking point here; it shapes how the firm actually operates and who it can serve."

Christopher Moore, Managing Partner at Simon Quick Advisors, echoed Duke's sentiments. "Justin's decision to join us reflects exactly what continues to set Simon Quick apart: independence, employee ownership, and the resources to serve sophisticated clients without compromise," Moore said.

Dallas has become one of the fastest-growing hubs for entrepreneurs and multigenerational wealth in the country, making it an attractive market for Simon Quick Advisors. The firm's expansion in Dallas is part of its broader commitment to bringing sophisticated advisory services to markets where clients are increasingly seeking such solutions. Simon Quick Advisors, founded in 2004, currently oversees $11.9 billion in Assets Under Advisement and $9.9 billion in Assets Under Management, with over 700 client relationships and an advisor-to-client ratio of 1:29. The firm has offices in Morristown, New Jersey; New York, New York; Garden City, New York; Denver, Colorado; Chattanooga, Tennessee; and Dallas, Texas.