Mr. Simon is a Partner Emeritus of Simon Quick Advisors, a firm that provides wealth management, investment consulting, and family office services to its clients. Prior to becoming a partner at Simon Quick Advisors, he was Co-Chairman of William E. Simon & Sons, L.L.C. an investment firm that he co-founded in 1988 with his brother, Peter, and their father, William E. Simon, Sr., former U.S. Secretary of the Treasury. At William E. Simon & Sons, L.L.C. he managed a diverse investment portfolio with holdings in real estate, private equity and fixed-income securities. From 1990 to 2005, Mr. Simon was co-founder and Advisory Director of William E. Simon & Sons Municipal Securities, Inc., and from 1973 to 1979, he held senior positions on the municipal securities and foreign exchange desks at Morgan Guaranty Trust Company. He was an Assistant United States Attorney in the Southern District of New York from 1985 to 1988. Mr. Simon is currently an Adjunct Assistant Professor of Law at the UCLA School of Law and an Adjunct Assistant Professor in the UCLA College of Letters and Sciences Undergraduate Department of Economics. In 2014, Columbia University Graduate School of Business, in conjunction with the Gabelli Funds, named Mr. Simon as the co-recipient of its Graham & Dodd, Murray, Greenwald Prize for Value Investing. Mr. Simon holds a Bachelor's degree in history from Williams College where he is a Lifetime Emeritus Trustee and a J.D. from Boston College Law School.
