Simeon Wallis, CFA

Chief Investment Officer & Partner at Aprio Wealth Management

Speaker

Simeon is the Chief Investment Officer of Aprio Wealth Management and the Director of Aprio Family Office. He brings to his role two decades of professional investing experience in publicly traded and privately held companies as well as senior-level operating and strategy consulting experience.Simeon develops the investment strategy for Aprio investment clients’ global asset allocation, including providing coordination and due diligence of private deal investments. In addition, he delivers economic and capital market perspectives for clients and Aprio partners to guide strategic planning and lead the development and growth of Aprio Family Office. He also provides investing and strategic business advisory services to high-net-worth individuals and families, serial entrepreneurs, and business owners.Simeon received his Master of Business Administration in Finance from the Wharton School of Business at the University of Pennsylvania and his Bachelor of Arts in History from Duke University. He is a CFA® charterholder and has also earned the Fundamentals of Sustainability Accounting accreditation. Outside of the office, Simeon is an annual guest lecturer in the Investing Program at Columbia Business School.