Simon joined Johnson Investment Counsel in 2013 and is a Senior Portfolio Manager. He is a shareholder of the firm and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. Before coming to the firm, Simon worked at Fidelity Investments.
Xavier University, M.B.A., Finance
University of Toledo, B.B.A. Finance
Board of Trustees
LaSalle High School
Advancement Advisory Board (former)
LaSallian Scholars Program (former)