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Simon’s innate curiosity, boundless energy, and financial acumen are a great fit for the work he does: overseeing and managing the investment research process, which is essential to creating portfolios that attain the clients’ goals. Simon is the lynchpin between the in-house specialists in each asset class (in both the public and private markets) and the overarching investment strategy. As such, he works diligently to make sure they have done the utmost to investigate where and how to allocate client money, considering all potential risks as well as the upside.