Simon is an equity research analyst focusing on the industrials and basic materials sectors. Prior to joining the firm, he worked as a senior equity analyst at MTB Investment Advisors in Baltimore, MD.

Education

  • Princeton University, MA (2002)
  • Queen’s University, BSc and BA with Honors and Distinction (1999)

Community Involvement

  • Member: CFA Institute, Baltimore CFA Society

Certifications

  • CFA®

Colleagues

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