Stewart Massey
Director/Board Member at INNODATA INC.
Net worth: 267 194 $ as of 2024-03-30
Profile
Stewart Richard Massey is the founder of Simon Quick Advisors LLC, established in 2004, where he held the title of Chief Investment Strategist & Founding Partner.
He was also the founder of Massey Quick Simon & Co. LLC, founded in 2004, where he served as the Managing Partner until 2018.
Currently, Mr. Massey holds the position of Lead Independent Director at Innodata, Inc. since 2009.
He is also a member of the Investment Committee at Visiting Nurse Association of Somerset Hills, Inc. and a Trustee at The College of Wooster since 1987.
In the past, Mr. Massey served as the President & Chief Executive Officer at Robert Fleming, Inc. from 1996 to 1998.
He was also the Vice Chairman at Bow River Asset Management LLC from 2018 to 2019.
Additionally, he held positions as a Director at Team Capital Bank and First Santa Fe Advisors LLC.
Prior to that, he worked at Morgan Stanley from 1983 to 1996, where he was the Head of Japanese Equity Sales from 1993 to 1996.
Mr. Massey obtained his undergraduate degree from The College of Wooster in 1979.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
INNODATA INC.
0.14% | 2024-04-14 | 40,484 ( 0.14% ) | 267 194 $ | 2024-03-30 |
Stewart Massey active positions
| Companies | Position | Start |
|---|---|---|
| INNODATA INC. | Director/Board Member | 2009-03-22 |
| The College of Wooster | Director/Board Member | 2009-07-14 |
Visiting Nurse Association of Somerset Hills, Inc.
 Visiting Nurse Association of Somerset Hills, Inc. Services to the Health IndustryHealth Services Visiting Nurse Association of Somerset Hills, Inc. delivers quality home care and community health services. Its services include home health, hospice, adult day center, and private care services. The company was founded in 1904 and is headquartered in Basking Ridge, NJ. | Corporate Officer/Principal | 2009-07-14 |
Former positions of Stewart Massey
| Companies | Position | End |
|---|---|---|
Bow River Asset Management LLC
 Bow River Asset Management LLC Investment ManagersFinance Bow River Capital Management LLC (Bow River Capital) is a private equity firm founded in 2003 by Blair E. Richardson, Bruno Darré, and Eric B. Wolf. The firm is headquartered in Denver Colorado. | Director/Board Member | 2019-06-30 |
Simon Quick Advisors LLC
 Simon Quick Advisors LLC Investment ManagersFinance Simon Quick Advisors LLC (Simon Quick) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Morristown, New Jersey. The firm was founded by Stewart Massey in 2004 as Massey, Quick & Co. LLC. Simon Quick offers to its clients (individuals, families, pension and non-profit business entities, endowments and foundations) various advisory services. | Founder | 2018-11-14 |
Massey Quick Simon & Co. LLC
 Massey Quick Simon & Co. LLC Investment ManagersFinance Massey Quick Simon & Co. LLC provides investment advisory services. The firm offers portfolio management and financial planning services to clients. The company was founded in 2004 by Stewart R. Massey and Leslie C. Quick III and is headquartered in Morristown, NJ. | Founder | 2018-08-31 |
| Team Capital Bank | Director/Board Member | 2013-12-19 |
| Robert Fleming, Inc. | Chief Executive Officer | 1998-07-31 |
Training of Stewart Massey
| The College of Wooster | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 2 |
|---|---|
| MORGAN STANLEY | Finance |
| INNODATA INC. | Technology Services |
| Private companies | 7 |
|---|---|
Bow River Asset Management LLC
Bow River Asset Management LLC Investment ManagersFinance Bow River Capital Management LLC (Bow River Capital) is a private equity firm founded in 2003 by Blair E. Richardson, Bruno Darré, and Eric B. Wolf. The firm is headquartered in Denver Colorado. | Finance |
| Robert Fleming, Inc. | Finance |
| Team Capital Bank | Finance |
Visiting Nurse Association of Somerset Hills, Inc.
Visiting Nurse Association of Somerset Hills, Inc. Services to the Health IndustryHealth Services Visiting Nurse Association of Somerset Hills, Inc. delivers quality home care and community health services. Its services include home health, hospice, adult day center, and private care services. The company was founded in 1904 and is headquartered in Basking Ridge, NJ. | Health Services |
Simon Quick Advisors LLC
Simon Quick Advisors LLC Investment ManagersFinance Simon Quick Advisors LLC (Simon Quick) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Morristown, New Jersey. The firm was founded by Stewart Massey in 2004 as Massey, Quick & Co. LLC. Simon Quick offers to its clients (individuals, families, pension and non-profit business entities, endowments and foundations) various advisory services. | Finance |
First Santa Fe Advisors LLC
 First Santa Fe Advisors LLC Investment ManagersFinance Founded in 2007, First Santa Fe Advisors LLC is a registered investment advisor located in Santa Fe, New Mexico. The firm is a subsidiary of First National Bank of Santa Fe and their ultimate parent is New Mexico Banquest Corp. They offer proprietary, open architecture-based investment advisory and consulting services to institutions, individuals and their families. | Finance |
Massey Quick Simon & Co. LLC
Massey Quick Simon & Co. LLC Investment ManagersFinance Massey Quick Simon & Co. LLC provides investment advisory services. The firm offers portfolio management and financial planning services to clients. The company was founded in 2004 by Stewart R. Massey and Leslie C. Quick III and is headquartered in Morristown, NJ. | Finance |
- Stock Market
- Insiders
- Stewart Massey