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, Michael
graduated from Xavier University with an MBA in
Finance. To best serve his profession, Michael 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.

Michael Simon, CFA, CPA (inactive)

Founder, President, Chief Investment Officer