As part of Business Solutions, Simeon supports the PBC Private Wealth team through providing actionable insights based on financial analysis and business planning to drive more efficiency for the practice and higher quality outcomes for clients.
Simeon’s financial services career spans over 19 years having had roles assisting clients in achieving financial goals, developing/managing platforms advisors use to scale their practice and coaching advisors in practice management, which is how he became connected with PBC Private Wealth.
Simeon received a bachelor’s degree in Business Management and Finance, with a focus in Economics from the City University of New York. He holds FINRA Series 7, 63 &65 registered through LPL and maintains Life & Health designations. He enjoys reading and keeping up with the latest advancements in technology, finance, and economics. Simeon also enjoys coaching softball, and biking.