HONG-TSUN SIMON, CFA

Co-Founder & Partner

Hong-Tsun has over 30 years of investment experience helping families and institutions with their investment needs. Having started her investment career as an investment consultant and obtained her Charter Financial Analyst (CFA) designation, Hong-Tsun is well versed in investments and financial planning. In the past twenty years, her focus on working with successful families has provided her with a deep understanding of trusts and estates, as well as related tax issues. Hong-Tsun enjoys the challenge of navigating the ever-changing investment landscape. More importantly, she loves helping families achieve their financial goals. Hong-Tsun majored in International Economics and graduated summa cum laude from American University of Paris. She also obtained her MBA degree from Xavier University in Cincinnati OH. She is a member of the CFA Institute and CFA Society Atlanta.