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Wealth Advisory Services, Cincinnati
Simon joined Johnson Investment Counsel in 2013. He is a Portfolio Manager and holds the Certified Financial Planner (CFP®) designation. Before coming to the firm, he worked at Fidelity Investments.
Associate Portfolio Manager
Client Support Assistant
Xavier University, M.B.A., Finance
University of Toledo, B.B.A. Finance
LaSalle High School,
Advancement Advisory Board
LaSallian Scholars Program
Board of Trustees
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