Michael Simon, CFA, CPA

Michael Simon, CFA, CPA®

Founder, President, Chief Investment Officer

Michael L. Simon has been working in the financial analysis and investment fields since 1991. He earned a B.S. in Accountancy from Northern Kentucky University in 1989. In 1992, he completed the requirements to receive the Certified Public Accountant designation. In December of 1993, Mike graduated from Xavier University with an MBA in Finance To best serve his profession, Mike earned the Chartered Financial Analyst designation in 1996. His past experience includes Managing Financial Service Advisor at a local money management firm and Senior Portfolio Manager at a regional bank.

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