Since joining the team in 2018, Simon has brought a strong track record of operational excellence and process improvement. Recently he has been focused on client engagement and business development. He is passionate about leveraging teamwork to provide an exceptional experience for every client that he works with.

Prior to joining UBS, Simon has held multiple front and back office roles across the industry. He graduated from Baruch College with honors where he was a member of multiple clubs and organizations. He is also actively involved with several local non-profits in both Connecticut and New York.

Outside of the office, Simon enjoys kayaking on Long Island Sound with his wife and son.