Simon joined Bailard in 2026 to build and lead the firm’s private investment efforts, including sourcing, evaluating, implementing, and monitoring opportunities for clients. He brings more than 25 years of industry experience, much of it spent helping wealth management firms develop and institutionalize private investment programs.

He got his start at Cadogan Management, a hedge fund-of-funds where he was employee number twelve as assets grew from $400 million to $2 billion in about four years. The job made him a careful critic of managers and their claims. He then left New York, spent a year traveling the world with his wife, and settled in San Francisco.

There he joined Wetherby Asset Management, later Laird Norton Wetherby, and over 17 years built its approach to private investments across private equity, real estate, real assets, hedge funds, and impact investing. He arrived in early 2008, about a month before Bear Stearns was taken over, which made for a memorable education.

Simon earned a BA in Economics with a minor in Fine Arts from New York University and holds the Chartered Financial Analyst® designation. He is a member of the CFA Institute and CFA Society of San Francisco.

Outside the office, he’s usually out cycling around the Bay Area on one of his many bikes (he’ll admit he doesn’t need them all).