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Joseph Simon Biography and Net Worth

CFO of Moelis & Company

Joe Simon is the Chief Financial Officer at Moelis & Company. He has over 25 years of experience as a senior manager of financial controls, operations and strategy specializing in financial services firms.

Prior to joining Moelis & Company, Joe served as CFO at Financial Security Assurance, where he engineered the treasury and accounting areas to enhance the firm’s financial planning and analysis, allocation of capital and transparency of financial reporting. He also led several financing transactions for the firm.

Prior to Financial Security Assurance, Joe was the CFO, Global Controller and Global Head of Operations at Cantor Fitzgerald, where he managed a global accounting and operations team and established the firm’s treasury function. Before joining Cantor Fitzgerald, he was a Principal and Vice President of Fixed Income Product Control at Morgan Stanley. Joe has also served as CFO of IntraLinks and TENTV.com. He began his career at Price Waterhouse.

Joe holds a B.S. from Cornell University and an M.B.A. from The University of Michigan and is a Certified Public Accountant.

What is Joseph Simon's net worth?: The estimated net worth of Joseph Simon is at least $632,773.13 as of February 21st, 2024. Mr. Simon owns 8,573 shares of Moelis & Company stock worth more than $632,773 as of December 21st. This net worth evaluation does not reflect any other assets that Mr. Simon may own. Additionally, Mr. Simon receives a salary of $1,630,000.00 as CFO at Moelis & Company. Learn More about Joseph Simon's net worth.
How old is Joseph Simon?: Mr. Simon is currently 65 years old. There are 6 older executives and no younger executives at Moelis & Company. Learn More on Joseph Simon's age.
What is Joseph Simon's salary?: As the CFO of Moelis & Company, Mr. Simon earns $1,630,000.00 per year. There are 2 executives that earn more than Mr. Simon. The highest earning executive at Moelis & Company is Mr. Navid Mahmoodzadegan, Co-Founder, Founding Partner, Co-President & MD, who commands a salary of $5,460,000.00 per year. Learn More on Joseph Simon's salary.
How do I contact Joseph Simon?: The corporate mailing address for Mr. Simon and other Moelis & Company executives is 399 PARK AVENUE 5TH FLOOR, NEW YORK NY, 10022. Moelis & Company can also be reached via phone at (212) 883-3800 and via email at [email protected]. Learn More on Joseph Simon's contact information.
Has Joseph Simon been buying or selling shares of Moelis & Company?: Joseph Simon has not been actively trading shares of Moelis & Company during the last quarter. Most recently, Joseph Simon sold 6,723 shares of the business's stock in a transaction on Thursday, July 25th. The shares were sold at an average price of $64.00, for a transaction totalling $430,272.00. Learn More on Joseph Simon's trading history.
Who are Moelis & Company's active insiders?: Moelis & Company's insider roster includes Christopher Callesano (Insider), Eric Cantor (Managing Director & Vice Chairman), Elizabeth Crain (COO), Navid Mahmoodzadegan (Insider), Kenneth Moelis (CEO), Katherine Pilcher Ciafone (COO), Jeffrey Raich (Insider), Kenneth Shropshire (Director), Joseph Simon (CFO), and Osamu Watanabe (General Counsel). Learn More on Moelis & Company's active insiders.
Are insiders buying or selling shares of Moelis & Company?: In the last year, insiders at the asset manager sold shares 20 times. They sold a total of 472,691 shares worth more than $25,589,858.78. The most recent insider tranaction occured on July, 31st when Director Kenneth Shropshire sold 495 shares worth more than $34,298.55. Insiders at Moelis & Company own 6.4% of the company. Learn More about insider trades at Moelis & Company.
Information on this page was last updated on 7/31/2024.

Joseph Simon Insider Trading History at Moelis & Company

Transaction Date	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
7/25/2024	Sell	6,723	$64.00	$430,272.00
2/29/2024	Sell	8,573	$54.13	$464,056.49
2/21/2024	Sell	8,149	$52.60	$428,637.40	8,573
2/9/2024	Sell	10,720	$54.70	$586,384.00
11/14/2022	Sell	12,370	$45.98	$568,772.60
2/23/2021	Sell	13,189	$53.00	$699,017.00	24,713
11/9/2020	Sell	6,984	$38.10	$266,090.40
11/4/2020	Sell	18,367	$38.69	$710,619.23	33,518
2/10/2020	Sell	5,846	$39.65	$231,793.90	23,381
2/7/2020	Sell	5,000	$39.46	$197,300.00	23,381
8/29/2019	Sell	17,528	$33.64	$589,641.92	43,374
5/14/2018	Sell	1,263	$56.72	$71,637.36	1,263
4/26/2018	Sell	5,224	$53.80	$281,051.20	9,337
2/22/2018	Sell	2,528	$50.00	$126,400.00	15,353
4/26/2017	Sell	4,776	$38.12	$182,061.12	8,532

Joseph Simon Buying and Selling Activity at Moelis & Company

Moelis & Company Company Overview

Moelis & Company operates as an investment banking advisory firm. It offers advisory services in the areas of mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters, as well as strategic, capital structure, and private funds advisory. The company offers its services to public multinational corporations, middle market private companies, financial sponsors, entrepreneurs, governments, and sovereign wealth funds. It operates in North and South America, Europe, the Middle East, Asia, and Australia. The company was founded in 2007 and is headquartered in New York, New York.

Today's Range

Now: $73.81

$70.66

$74.09

50 Day Range

MA: $73.07

$65.74

$80.50

2 Week Range

Now: $73.81

$46.24

$81.60

Volume

1,253,101 shs

Average Volume

631,488 shs

Market Capitalization

$5.53 billion

P/E Ratio

139.26

Dividend Yield

3.23%

Beta

1.37

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Joseph Simon Biography and Net Worth

What is Joseph Simon's net worth?

How old is Joseph Simon?

What is Joseph Simon's salary?

How do I contact Joseph Simon?

Has Joseph Simon been buying or selling shares of Moelis & Company?

Who are Moelis & Company's active insiders?

Are insiders buying or selling shares of Moelis & Company?