Michael J. Simon

Michael J. Simon

Portfolio Manager-Equities at Holt Capital Advisors LLC

Finance
Consumer Services

Profile

Mr. Michael J.
Simon
, CFA MBA, is Partner at Holt Capital Advisors LLC.
Mr. Simon was employed as Senior Portfolio Manager & Global Partner by Invesco Advisers from 2001 to 2010.
He was an Equity Analyst at Luther King Capital Management from 1996 to 2001.
He performed equity analysis to support investment decisions in the financial and consumer staples sectors.
Developed convertible bond, macro-economic, and quantitative analysis tools to support firm-wide investment decisions.
Mr. Simon was also an Investment Officer at Fourth Financial Corporation and First Commercial Corporation from 1989 to 1996.
He served as Management trainee in the finance department at First Commercial Corporation and has a broad investment experience with equity, taxable fixed income, and tax-exempt fixed income portfolios and funds.
He was a Director and Chair of Audit Committee for Heads-Up Technologies, Inc and Occasional Faculty at Texas Christian University at the Finance Department.
He holds a Bachelor of Business Administration with a major in Finance from the Texas Christian University and earned his Master of Business Administration with high honors from the University of Chicago, Booth School of Business.
He is a Chartered Financial Analyst, a Member of the CFA Society Houston, World Affairs Council of Houston and Houston Committee on Foreign Relations.

Michael J. Simon active positions

CompaniesPositionStart
Portfolio Manager-Equities 2015-12-31
All active positions of Michael J. Simon

Former positions of Michael J. Simon

CompaniesPositionEnd
Analyst-Equity 2000-12-30
Corporate Officer/Principal -
Fourth Financial Corp. Corporate Officer/Principal -
Portfolio Manager-Equities -
See the detail of Michael J. Simon's experience

Training of Michael J. Simon

Texas Christian University Undergraduate Degree
The University of Chicago Booth School of Business Masters Business Admin

Experiences
Positions held

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Private companies

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Connections

16

1st degree connections

7

1st degree companies

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Female

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Linked companies

Private companies5
Fourth Financial Corp.

Finance

Finance

Finance

Finance

Finance

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