Simon has been awarded the CFA® charter. For this designation, he had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements. He works closely with Jeff on portfolio analysis. He spends most of his time researching, drafting and updating investment portfolios by staying on top of current events that may influence our projected economic outlook.
Simon currently holds the Series 7 and 66 FINRA securities registrations as well as Annuity, Life and Health Insurance licenses. Simon has an analytical background; he has a Bachelor of Science degree in Mechanical Engineering from University of Maryland and worked as a Construction Project Engineer prior to joining the firm in 2008.