Portfolio Specialist

Simon is a lifelong resident of Carpinteria. He started his career interning at Montecito Bank & Trust in college. In addition to investment management, he also has experience with credit analysis and underwriting in commercial lending. As a Portfolio Specialist on the Wealth Management team, Simon manages investments for individuals, families, and charities to help them reach their goals. Additionally, he specializes in wealth planning analysis for his clients. He assists other members of the team with trading, client & prospect meetings, and research & analysis.

• BA in Economics, minor in Politics, Occidental College; Cum Laude, Phi Beta Kappa
• Passed Level II of the CFA Program in May 2023
• 40 Under 40 – Pacific Coast Business Times, 2022
• Eagle Scout
• Simon lives in Carpinteria and enjoys hiking and running