Brian C. Simon
Investment Analyst
Email: brian.simon@GarciaHamiltonAssociates.com
Phone: 713.853.2338
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 Operations 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, Brian 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 market reports and commentary, daily portfolio analysis, and trading across the variety of fixed 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 Structured 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. In March of 2019, he transitioned back to the Investment team as an Investment Associate as was promoted to Investment Analyst in December 2019.
GH&A has received numerous industry recognitions including 2019 Fixed Income Manager of the Year, 2018 Fixed Income Manager of the Year, and 2010 Core Fixed Income Manager of the Year by Emerging Manager Monthly. The Firm most recently received Pensions & Investments’ Best Places to Work in Money Management for the seventh year (2023, 2022, 2020-2016). Houston Business Journal recognized GH&A as an Outstanding Diverse Organization in 2022. 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.
Each third-party award/ranking about Garcia Hamilton & Associates, L.P. (GH&A) or its representatives was given based upon various criteria and methodologies. GH&A paid no fee to be considered for awards/rankings, and they may not be representative of actual client experiences. Go to www.garciahamiltonassociates.com/awards for additional information on each award. Top down, left right: P&I Best Places: based on Firm info as of June 30 of award year; awarded in December. HBJ DIB: based on previous year (May to May); awarded in December. Institutional Investor: based on returns as of Dec 31 of award year; awarded in May. EMM: based on returns as of Dec 31 of award year; awarded in April.
