Mr. Simon is a Partner of Simon Quick Advisors, a firm that provides wealth management, investment consulting, and family office services to its clients. Prior to becoming a partner at Simon Quick Advisors, he was Co-Chairman of William E. Simon & Sons, L.L.C. an investment firm that he co-founded in 1988 with his brother, Peter, and their father, William E. Simon, Sr., former U.S. Secretary of the Treasury.

From 1990 to 2005, Mr. Simon was a co-founder and Advisory Director of William E. Simon & Sons Municipal Securities, Inc., a municipal bond company, and from 1973 to 1979, he held senior positions on the municipal securities and foreign exchange desk at Morgan Guaranty Trust Company.

From 1985 to 1988, Mr. Simon worked in the Southern District of New York as Assistant United States Attorney under then United States Attorney, Rudolph Giuliani.

A 1982 Boston College Law School graduate, Mr. Simon earned his bachelor’s degree at Williams College where he serves today as a Lifetime Emeritus Trustee.

He currently serves as Co-Chairman of the William E. Simon Foundation and the Cynthia L. and William E. Simon, Jr. Foundation. Through these foundations, Mr. Simon helps needy youngsters in urban areas through faith-based efforts. He and his wife, Cindy, established the Sound Body Sound Mind Foundation, providing state-of-the-art athletic equipment, curriculum, and training for Los Angeles area middle and high schools. The program now impacts more than one hundred fifty thousand students per year.

In addition, Mr. Simon serves as Founder and Chairman of the Board for Parish Catalyst, and is Chair Emeritus of the Board of Advisors for Ronald Reagan UCLA Medical Center. He is a Trustee on the Boards of St. John's Health Center Foundation in Los Angeles and is also a member on the Board of Directors at Douglas Emmett and Co. and a current member of the Knights of the Sovereign Military Order of Malta and Knight Commander of the Order of St. Gregory.

Mr. Simon is an Adjunct Assistant Professor at UCLA in both the School of Law as well as the Undergraduate Department of Economics. In 2018, he received the Marty Sklar My Last Lecture Award from the student body at UCLA, and in 2014 was the recipient of The Gabelli Prize in honor of Graham & Dodd, Murray, Greenwald for Value Investing from Columbia Business School.

That same year, Mr. Simon was also honored by the Pacific Research Institute with the Baroness Thatcher Liberty Award. In addition, he has been the recipient of a number of honorary degrees.

Mr. Simon was the 2002 Republican Gubernatorial nominee in California where he came within five-points of unseating incumbent Gray Davis.