Position:
Senior Vice President - Wealth Management at Northern Trust
Work:
Northern Trust
- Houston, TX since 1995
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Senior Vice President - Wealth Management
Northern Trust
1995 - 2012
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Managing Director
Northern Trust
- Wealth Strategies Group - Texas 2000 - 2009
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Managing Director
Tanglewood Bank
- Houston, TX Nov 1982 - Jun 1995
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Executive Vice President
First Western Bank
- Houston, TX 1981 - 1982
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Senior Vice President
Capital National Bank
- Houston, Texas Area 1975 - 1981
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Vice President
US Army
- Fort Bragg, NC 1972 - 1975
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Paratrooper 82nd Airborne
Interests:
Professional development, aviation, sailing, music, art, reading, personal fitness, and water/outdoor sports.
Completed the New York & Houston Marathons, several triathlons & biathlons, and the MS150 (Houston to Austin) benefiting the National Multiple Sclerosis Society.
Awards:
Pinnacle Award
Northern Trust Corporation
The Pinnacle Award is an annual recognition of "exemplary accomplishments" as the Top Producer for The Northern Trust Corporation. Mr. Simon has earned the distinction as the #1 ranked producer, both in the U.S. and globally, for the past three consecutive years: 2010, 2011 and 2012.
Pinnacle Award
Northern Trust Corporation
West Region Chairman's Circle
Northern Trust Corporation
Award recognizing outstanding achievement as the #1 ranked producer in the West Region (Arizona, California, Colorado, Nevada, Texas and Washington) for 2009, 2010, 2011, 2012 and 2013.
2013 Five Star Wealth Manager
Five Star Professional - Research Organization
The Five Star Professional program is the largest and most widely published wealth manager award program in North America. Simon is the recipient of the “Five Star Wealth Manager Award” every year since the inception of the program (2009, 2010, 2011, 2012 and 2013).
2012 Five Start Wealth Manager
Five Star Professional - Research Organization
2011 Five Start Wealth Manager
Five Star Professional - Research Organization
2010 Five Start Wealth Manager
Five Star Professional - Research Organization
2009 Five Start Wealth Manager
Five Star Professional - Research Organization
Summit Award
Northern Trust Corporation
The Summit Award recognizes "exemplary accomplishments" as the #1 ranked producer in the U.S. for Northern Trust in 2010.
Innovator
American Banker and Lotus Development Corporation
Recognized as "Innovator" in Corporate Wholesale Banking in association with the American Banker and Lotus Development Corporation.
Certifications:
General Securities Registered Representative, FINRA
Uniform Securities Agent State Law, FINRA
Uniform Combined State Law, FINRA