David Simon

Chief Executive Officer at SRS Capital Advisors, Inc.

52 year

Consumer Services

Finance

Profile

Mr. David A.
Simon is a Managing Director at SRS Capital Advisors, Inc. He oversees the management of the firm and focuses on Investment Solutions, Business Development, and advanced Financial Planning, Business Succession Planning, and Estate Planning solutions.
He also serves on the Investment Committee and is a Managing Director.
Prior to founding SRS in 2004, Mr. Simon spent time in New York and San Francisco working with the Private Wealth Management Division of Morgan Stanley and approximately 10 years in Denver, Colorado working with AXA Advisors, LLC.
He holds a B.
S.
in Marketing from Arizona State University and an MBA from the Darden Graduate School of Business Administration at the University of Virginia.
He has obtained the designations of Certified Financial Planner (CFP®) and Chartered Life Underwriter (CLU).

David Simon active positions

Companies	Position	Start
SRS Capital Advisors, Inc. SRS Capital Advisors, Inc. Investment ManagersFinance SRS Capital Advisors, Inc. is a privately owned independent Registered Investment Advisor headquartered in Denver, Colorado. The firm was founded by David A. Simon, Michael P. Riordan and Patrick C. South in 2004. They provide customized investment platforms and highly sophisticated wealth planning solutions for high net-worth families and individuals, businesses, and foundations.	Chief Executive Officer	2003-12-31

All active positions of David Simon

Training of David Simon

University of Virginia	Masters Business Admin
Arizona State University	Undergraduate Degree

Experiences
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Private companies

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Connections

100 +

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Linked companies

Private companies	1
SRS Capital Advisors, Inc. SRS Capital Advisors, Inc. Investment ManagersFinance SRS Capital Advisors, Inc. is a privately owned independent Registered Investment Advisor headquartered in Denver, Colorado. The firm was founded by David A. Simon, Michael P. Riordan and Patrick C. South in 2004. They provide customized investment platforms and highly sophisticated wealth planning solutions for high net-worth families and individuals, businesses, and foundations.	Finance