Daniella Coffaro
Analyst
Ms. Coffaro joined Massey Quick Simon in December of 2016 as a member of the Client Advisory team. She is responsible for supporting the Partners and Client Advisors in assisting with financial planning for clients, implementing investment plans, preparing investment performance reports and coordinating client communications.
Prior to joining Massey Quick Simon, Daniella worked for Northwestern Mutual working in Investment Operations. There she gained exposure to portfolio and investment management. Daniella graduated Cum Laude from Montclair State University in May 2014 with a B.S in Business Administration with a dual concentration in marketing and management.
While at MSU, Daniella was a member and captain of the cheerleading team. She was also a member of The National Society of Leadership and Success. Ms. Coffaro is an active volunteer for the National MS Society and enjoys coaching cheerleading in her spare time.
Analyst
Ms. Coffaro joined Massey Quick Simon in December of 2016 as a member of the Client Advisory team. She is responsible for supporting the Partners and Client Advisors in assisting with financial planning for clients, implementing investment plans, preparing investment performance reports and coordinating client communications.
Prior to joining Massey Quick Simon, Daniella worked for Northwestern Mutual working in Investment Operations. There she gained exposure to portfolio and investment management. Daniella graduated Cum Laude from Montclair State University in May 2014 with a B.S in Business Administration with a dual concentration in marketing and management.
While at MSU, Daniella was a member and captain of the cheerleading team. She was also a member of The National Society of Leadership and Success. Ms. Coffaro is an active volunteer for the National MS Society and enjoys coaching cheerleading in her spare time.
