Analyst
Current
Family Office
Sep 2021 - Present
AeroLeads people directory · profile
Scott Simon, Cfa Email & Phone Number
Credit/Equity Analyst at Family Office ($30bn AUM)
at
Family Office
1 work email found
@ubs.com
4 phones found area 203 and 212
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Family Office
Role
Credit/Equity Analyst at Family Office ($30bn AUM)
Location
New York City Metropolitan Area, United States
Who is Scott Simon, Cfa? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Scott Simon, Cfa is listed as Credit/Equity Analyst at Family Office ($30bn AUM) at Family Office, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at ubs.com, phone signal with area code 203, 212, and a matched LinkedIn profile for Scott Simon, Cfa.
Scott Simon, Cfa previously worked as Analyst at Family Office and Desk Analyst - High Yield/Distressed at Ubs. Scott Simon, Cfa holds Bs, Finance from Franklin & Marshall College.
Company email context
Email format at Family Office
This section adds company-level context without repeating Scott Simon, Cfa's masked contact details.
*@ubs.com
68% confidence
AeroLeads found 1 current-domain work email signal for Scott Simon, Cfa. Compare company email patterns before reaching out.
Profile bio
About Scott Simon, Cfa
Specialties: CFA
Listed skills include Fixed Income, Financial Modeling, Portfolio Management, Investments, and 8 others.
Current workplace
Scott Simon, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Family Office
5 roles
Scott Simon, Cfa work experience
A career timeline built from the work history available for this profile.
Desk Analyst - High Yield/Distressed
Sep 2009 - Jul 2021
Fixed Income Investment Analyst
Jul 2006 - Aug 2009
Fixed Income Operations
• Managed trades of all asset types prior to and post settlement date • Continued building knowledge of various portfolio strategies and fixed income products• Promoted to credit research after one year
Jul 2005 - Jul 2006
Internship: Fixed Income - Asset Backed Products
• Supported whole loan purchases and sales activity on a loan level basis • Had intensive interaction with senior sales and trading professionals in the various fixed income markets• Seminar: Bond Pricing, Mortgage Securitization, Operations, Risk and Funding
May 2004 - Aug 2004
1 education record
Scott Simon, Cfa education
FAQ
Frequently asked questions about Scott Simon, Cfa
Quick answers generated from the profile data available on this page.
What company does Scott Simon, Cfa work for?
Scott Simon, Cfa works for Family Office.
What is Scott Simon, Cfa's role at Family Office?
Scott Simon, Cfa is listed as Credit/Equity Analyst at Family Office ($30bn AUM) at Family Office.
What is Scott Simon, Cfa's email address?
AeroLeads has found 1 work email signal at @ubs.com for Scott Simon, Cfa at Family Office.
What is Scott Simon, Cfa's phone number?
AeroLeads has found 4 phone signal(s) with area code 203, 212 for Scott Simon, Cfa at Family Office.
Where is Scott Simon, Cfa based?
Scott Simon, Cfa is based in New York City Metropolitan Area, United States while working with Family Office.
What companies has Scott Simon, Cfa worked for?
Scott Simon, Cfa has worked for Family Office, Ubs, Prudential Financial, and Rbs Greenwich Capital.
How can I contact Scott Simon, Cfa?
You can use AeroLeads to view verified contact signals for Scott Simon, Cfa at Family Office, including work email, phone, and LinkedIn data when available.
What schools did Scott Simon, Cfa attend?
Scott Simon, Cfa holds Bs, Finance from Franklin & Marshall College.
What skills is Scott Simon, Cfa known for?
Scott Simon, Cfa is listed with skills including Fixed Income, Financial Modeling, Portfolio Management, Investments, Financial Analysis, Valuation, Due Diligence, and Hedge Funds.
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