Joined Vizcaya Capital LLC in November 2024, he is a seasoned wealth management professional specializing in portfolio management, real estate, and family office services. As Executive Director at Vizcaya Capital, he provides tailored financial solutions to high-net-worth individuals, focusing on tax-efficient strategies, cross-border wealth management, and achieving long-term financial security.
Simon’s career includes roles as Financial Advisor at Morgan Stanley, Vice President at Credit Suisse, and Managing Director at Financial Partners Capital Management. At Credit Suisse, he led a team dedicated to serving Latin American clients, and at Financial Partners, he served on the investment committee, overseeing portfolio management, financial planning and family office services. His client-first approach and global expertise drive innovative solutions designed for sustainable growth. Simon is a proud member of YPO (Young Presidents' Organization).