Michael Simon, CFA®

Regional Director, Partner

Fort Wright, Kentucky

Contact Michael

Michael Simon is committed to creating plans to minimize financial problems for individuals, whether through complex financial and estate planning or serving as a financial quarterback. His focus is on delivering an optimal client experience at EP Wealth Advisors.
With a career starting in 1993, Michael has extensive experience in financial analysis and investment management, having served as a Managing Financial Service Advisor and Senior Portfolio Manager. His professional journey is complemented by membership in the prestigious CFA Institute.
He graduated with a B.S. in Accountancy from Northern Kentucky University in 1989, an MBA in Finance from Xavier University in 1993, and earned his Chartered Financial Analyst designation in 1996.
Outside of finance, Michael is an avid golfer and skier and has a passion for astrophotography and history. He also enjoys tinkering—creating specialty mechanical artwork and inventing useful items around the house.