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Simeon Wallis, CFA

Chief Investment Officer | Partner

Aprio Wealth Management, LLC

Overview

Simeon is the Chief Investment Officer of Aprio Wealth Management and the Director of Aprio Family Office. He brings to his role two decades of professional investing experience in publicly traded and privately held companies as well as senior-level operating and strategy consulting experience.

Check the background of this investment professional on SEC Advisor Check.

 

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