Geoffrey A. Simon, MBA
Senior Vice President, Investments

Geoffrey A. Simon

James R. Stanger

“Our clients inspire me. They are extraordinarily successful individuals whose hearts are in the right place. They accomplish amazing things. Becoming a part of their vision, and helping them realize it, is incredibly exciting.”

Credentials

  • Master of Business Administration, Finance,
    University of South Florida
  • Bachelor of Arts, Journalism, University of Wisconsin

Career

  • Senior Investment Consultant, The Simon Group of
    Robert W. Baird & Co.
  • Financial Analyst, Private Capital Management, Inc.
  • Executive Producer, Financial Programs,
    WEDU-TV (PBS), Tampa, Florida
  • Producer and Host, “Simon Says” on
    Fox 13’s “Good Day Tampa Bay”
  • Interviewer and Host, "Suncoast Business Forum,"
    WEDU-TV, Tampa, Florida
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