Overview
Simeon is the Chief Investment Officer of Aprio Wealth Management and the Director of Aprio Family Office. He brings to his role two decades of professional investing experience in publicly traded and privately held companies as well as senior-level operating and strategy consulting experience.
Experience
Simeon develops the investment strategy for Aprio investment clients’ global asset allocation, including providing coordination and due diligence of private deal investments. In addition, he delivers economic and capital market perspectives for clients and Aprio partners to guide strategic planning and lead the development and growth of Aprio Family Office. He also provides investing and strategic business advisory services to high-net-worth individuals and families, serial entrepreneurs, and business owners.
Results I have delivered
I have over two decades of professional investing experience in publicly traded and privately held companies. In my first year as CIO at Aprio Wealth Management, managed assets increased 33%. (Humbly, I am part of a great team.)
Unique things about me
I am an avid reader and enjoy historical biographies and business books. I have been to 49 states and 6 continents.
When I am not at work
I enjoy watching Duke basketball and biking with my wife, Susan, and our two daughters, Lilah and Noa.
People say I am
Analytical, cerebral, thoughtful, strategic and a good listener
Education & Affiliations
Simeon received his Master of Business Administration in Finance from the Wharton School of Business at the University of Pennsylvania and his Bachelor of Arts in History from Duke University. He is a CFA® charter holder and has also earned the Fundamentals of Sustainability Accounting accreditation. Outside of the office, Simeon is an annual guest lecturer in the Investing Program at Columbia Business School.