Simeon Wallis, CFA
Chief Investment Officer, Aprio Wealth Management, Serving high-net-worth individuals, families and business owners as a family office strategic advisor.
Who I work with
I provide investing and strategic business advisory services to high-net-worth individuals and families, serial entrepreneurs and business owners. If you are seeking a family office strategic advisor or have questions about an investment opportunity, let’s talk.
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My specialty
As Chief Investment Officer (CIO) I wear many hats. I develop the investment strategy for Aprio investment clients’ global asset allocation, including providing coordination and due diligence of private deal investments. In addition, I deliver economic and capital market perspectives for clients and Aprio partners to guide strategic planning and lead the development and growth of Aprio Family Office.
Results I have delivered
I have over two decades of professional investing experience in publicly traded and privately held companies. In my first year as CIO at Aprio Wealth Management, managed assets increased 33%. (Humbly, I am part of a great team.)
Unique things about me
I am an avid reader and enjoy historical biographies and business books. I have been to 49 states and 6 continents.
When I am not at work
I enjoy watching Duke basketball and biking with my wife, Susan, and our two daughters, Lilah and Noa.
People say I am
Analytical, cerebral, thoughtful, strategic and a good listener
Affiliations
I received my Master of Business Administration in Finance from the Wharton School of Business at the University of Pennsylvania, and I earned my Bachelor of Arts in History from Duke University. I am a CFA® charter holder. I also hold the Fundamentals of Sustainability Accounting accreditation, and I annually guest lecturer in the Investing Program at Columbia Business School.