Simon's introduction to markets came early — watching stock tickers flash with his grandfather, wondering what moved them and why. That question has driven everything since.
After serving in the Israel Defense Forces, Simon earned a B.A. in Logistics and Economics from Bar-Ilan University and began his investment career at Psagot Investment House in Tel Aviv — at the time one of Israel's largest pension fund managers. He joined as a customer service representative and earned his way onto the global investment team as a Junior Research Analyst, where he built valuation models, conducted due diligence on U.S.-listed small and mid-cap companies, and presented research recommendations directly to portfolio managers.
His move to the United States deepened his understanding of how institutional and retail investment infrastructure actually works. At Commonwealth Financial Network — one of the largest independent broker-dealers in the country — he supported advisor teams across the full spectrum of operations — trading, onboarding, tax reporting, and client service. He went on to complete a Master of Science in Finance at Boston College's Carroll School of Management in 2025, with coursework in quantitative portfolio management, financial econometrics, and fundamental analysis.
At Benari Capital, Simon brings that full arc to bear — institutional research discipline, cross-border market experience, and the kind of hands-on operational knowledge that makes portfolios work in practice, not just on paper. His background spans markets on multiple continents, and he brings a genuine understanding of international equities and global capital flows that few advisors at any firm size can match. He manages client portfolios, conducts ongoing investment research, and works directly with clients on strategy. He is a licensed Investment Adviser Representative, registered in Illinois and California.
Simon is based in Chicago, where he lives with his wife and three children and is an active member of his synagogue community. He is an avid skier — and, when the slopes aren't available, a committed gym regular.