Simon is a portfolio manager in Wellington Solutions, a comprehensive investment solutions platform with a mission to deliver outcome-oriented strategies to help solve clients’ challenges. He manages multi-manager solutions and conducts original research on factor investing, risk management, manager evaluation, and portfolio construction. He also contributes to equity solutions by analyzing key investment trends across the firm’s equity strategies.

Prior to joining Wellington Management in 2008, Simon worked at Russell Investment Group in London as a portfolio and currency research analyst. He holds a master’s in materials, economics, and management from St. Anne’s College, Oxford University.