Meet Simon

Simon is a Trader and Portfolio Manager at Cascade Financial Partners, where he specializes in portfolio management, construction, and advisor collaboration. Prior to joining Cascade, Simon worked on the trading desks of two prominent independent Registered Investment Advisors, gaining deep experience in trade execution, asset allocation, and investment operations.

A graduate of San Diego State University, Simon combines analytical rigor with a passion for markets and client outcomes. He is currently pursuing the Chartered Financial Analyst (CFA) designation to further enhance his expertise in investment management.

Outside of work, Simon enjoys surfing and staying active along the Southern California coast.