Mr. Simon received a B.B.A. in Marketing from Morehouse College in 1998, followed by an M.B.A. in Finance from the University of Houston in 2002. He began his career in Brokerage Operation Support Services for AIM Investment Group as the relationship manager between the mutual fund company and a big five Wall Street brokerage house. In 2002, Mr. Simon worked as a Financial Advisor for Merrill Lynch, providing sophisticated portfolio strategies to high net worth individuals and small businesses. Mr. Simon joined Garcia Hamilton & Associates in 2003 as a Fixed Income Analyst, contributing to marketing reports and commentary,daily portfolio analysis, and trading across a variety of fixed income sectors. In 2007, Mr. Simon relocated to the East Coast as his wife accepted a faculty position at Yale University. He joined ClearStructure Financial Technology as a Structures Finance Analyst and Account Manager. In this role, he managed and maintained a centralized master database of cash flow, waterfall, and compliance data for several asset managers and broker-dealers participating in the derivative market. As the Collateralized Debt Obligation (CDO) market slowed, Mr. Simon joined Knights of Columbus Asset Advisors in 2011, as a Fixed Income Portfolio Analyst. He was responsible for comprehensive portfolio analysis and reporting, economic surveillance, and industry updates. In 2018, Mr. Simon returned to Houston to rejoin Garcia Hamilton & Associates as a Marketing Associate.
GH&A has received numerous industry recognitions including 2018 Fixed Income Manager of the Year and 2010 Core Fixed Income Manager of the Year by Emerging Manager Monthly. Other awards include 2014 Fixed Income Investment Grade Manager of the Year, 2015 Intermediate-Term Fixed Income Manager of the Year, and 2016 Intermediate-Term Fixed Income Manager of the Year by Institutional Investor. Additionally, GH&A is proud to announce that it is a multi-year winner by Pensions & Investments for Best Places to Work in Money Management.