Portfolio Manager
Blueshift Capital Management, Inc.
AeroLeads people directory · profile
Patrick Simon, Cfa Email & Phone Number
Portfolio Manager
at
Blueshift Capital Management, Inc.
1 work email found
@s2holding.com.br
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Portfolio Manager
Location
Dana Point, California, United States
Who is Patrick Simon, Cfa? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Patrick Simon, Cfa is listed as Portfolio Manager at Blueshift Capital Management, Inc., based in Dana Point, California, United States. AeroLeads shows a work email signal at s2holding.com.br and a matched LinkedIn profile for Patrick Simon, Cfa.
Patrick Simon, Cfa previously worked as Chairman of the Board at S2 Holding Sa and Portfolio Manager at Talmer Bank And Trust. Patrick Simon, Cfa holds Cfa Charter, Finance from Cfa Institute.
Company email context
Email format at Blueshift Capital Management, Inc.
This section adds company-level context without repeating Patrick Simon, Cfa's masked contact details.
{first}@s2holding.com.br
86% confidence
AeroLeads found 1 current-domain work email signal for Patrick Simon, Cfa. Compare company email patterns before reaching out.
Profile bio
About Patrick Simon, Cfa
Patrick Simon, Cfa is a Portfolio Manager at Blueshift Capital Management, Inc.. He possess expertise in portfolio management, financial analysis, asset management, mutual funds, investments and 18 more skills.
Listed skills include Portfolio Management, Financial Analysis, Asset Management, Mutual Funds, and 19 others.
Current workplace
Patrick Simon, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
5 roles · 26 years
Patrick Simon, Cfa work experience
A career timeline built from the work history available for this profile.
Chairman Of The Board
Current
2014 - Present
~12 yrs 5 mos
Portfolio Manager
Current
Blueshift Capital Management, Inc.
Fixed Income Portfolio Manager
2008 - Present
~18 yrs 5 mos
Portfolio Manager
2001 - 2008
~7 yrs
Assistant Portfolio Manager
2000 - 2001
~1 yr
3 education records
Patrick Simon, Cfa education
Cfa Charter, Finance
Cfa Institute
Bachelor Of Business Administration (Bba), Finance, General
Education record
FAQ
Frequently asked questions about Patrick Simon, Cfa
Quick answers generated from the profile data available on this page.
What company does Patrick Simon, Cfa work for?
Patrick Simon, Cfa works for Blueshift Capital Management, Inc..
What is Patrick Simon, Cfa's role at Blueshift Capital Management, Inc.?
Patrick Simon, Cfa is listed as Portfolio Manager at Blueshift Capital Management, Inc..
What is Patrick Simon, Cfa's email address?
AeroLeads has found 1 work email signal at @s2holding.com.br for Patrick Simon, Cfa at Blueshift Capital Management, Inc..
Where is Patrick Simon, Cfa based?
Patrick Simon, Cfa is based in Dana Point, California, United States while working with Blueshift Capital Management, Inc..
What companies has Patrick Simon, Cfa worked for?
Patrick Simon, Cfa has worked for Blueshift Capital Management, Inc., S2 Holding Sa, Talmer Bank And Trust, and Wells Fargo.
How can I contact Patrick Simon, Cfa?
You can use AeroLeads to view verified contact signals for Patrick Simon, Cfa at Blueshift Capital Management, Inc., including work email, phone, and LinkedIn data when available.
What schools did Patrick Simon, Cfa attend?
Patrick Simon, Cfa holds Cfa Charter, Finance from Cfa Institute.
What skills is Patrick Simon, Cfa known for?
Patrick Simon, Cfa is listed with skills including Portfolio Management, Financial Analysis, Asset Management, Mutual Funds, Investments, Business Strategy, Wealth Management, and Valuation.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial