Simeon Wallis, Cfa Email & Phone Number

I am the Chief Investment Officer for Aprio Wealth Management and the Director of Aprio Family Office. My responsibilities include determining the firm’s investment allocation with a focus on the long-term, cash flow goals of clients. Investment opportunities span private companies, public markets, real estate, and alternatives, all across the capital.

Jacksonville, FL, US

- Operating Partner for ValorBridge's investment in Guardian Fueling Technologies.- As lead director, create Board of Director's meeting agenda and manage meetings; member of audit and compensation committees. - Assist management in devising strategy, capital allocation and growth (M&A and organic) plans. - Guardian is leading service, installation and.

ValorBridge Partners is a holding company / family office that employs an an entrepreneurial approach to capital management. Our simple growth strategy is to grow our capital by forming long-term partnerships with public and private companies that have a proven track record of consistent profitability and high levels of free cash flow. ValorBridge Partners.

Choice One Dental is an Atlanta-based dental services organization (DSO) that manages general dentistry practices within a two-hour radius of Atlanta. Report to the majority shareholder.Identified buyers, led negotiations and executed divestiture of practices and sale of the company. My responsibilities mirror that of a CEO, including: - Formulating.

• Advisory providing deep-dive financial and operational analysis Clients:
• PARADIGM CAPITAL – 29 year old long-only and long/short value fund (April 2013)- Analyzed existing portfolio holdings in industrials (oil services, commercial printing, aerospace, defense, construction & engineering).
• WYNNEFIELD CAPITAL – 18 year old activist value hedge fund (Nov 2012 – April 2013)- Analyzed international small cap equities recommending Norwegian low cost airline and post-bankruptcy Mexican auto parts supplier..
• SPENCER CAPITAL – 12 year old concentrated event-driven value hedge fund (Jul 2012 – Nov 2012) – Performed “post-mortem” analysis on over 100 of SCM’s historical positions to identify key alpha drivers and sources of.

1 of 4 co-portfolio managers for a $4 billion concentrated (15-20 companies) equity portfolio. - Generalist whose responsibilities included idea generation and portfolio construction. - Recommendations outperformed the market by 2,600 basis points. Outperformance driven by identifying management teams using different operating philosophies and compensation.

Stamford, Connecticut, US

Generalist that worked directly with main portfolio manager. - Primarily covered global consumer, industrials, timber, power/utilities and special situations for a $12B AUM value-oriented firm. - Sector lead for power and utilities with input into portfolio management. Recommended underweighting of sector, which underperformed S&P 500 by 470 basis points..

Generalist primarily covering non-financials for a start-up value firm of ex-Sanford Bernstein partners that grew to $500MM in AUM. - Valued investments using normalized earnings power derived from historical returns on capital and capital intensity. - Recommended long and short opportunities including two post-bankruptcy special situations (DAN, WINN)..

Rye, NY, US

Covered global auto & truck supply chain, specialty vehicle manufacturers, agricultural and construction equipment for $30B manager. - BUY recommendations outpaced industry benchmark by 1,800 basis points and S&P 500 by 1,000. - Awarded Top Research Report by Gabelli peers in 2005 for initiation on Paccar (PCAR). - Presented industry analyses to Board of.

Philadelphia, PA, US

MBA student with concentration finance. Co-portfolio manager for student-run small cap value fund.Leader of speaker series for investment club - series included Seth Klarman, Jim Chanos, Marty Whitman, Bob Rodriguez, Maria Bartiromo and David Faber.

Early stage venture capital fund with $300 million under management. Associate who sourced and screened deals, managed due diligence process, monitored and advised portfolio companies on operations. Published IT industry article.

Dublin 2, IE

Primary focus was on competitive analysis, financial model building and presentation development for global strategy consulting firm. Clients included medical equipment manufacturer, regional Bell telecom, large regional bank, global chemical company and an insurer.

Mba, Finance

Bachelor Of Arts, History, Cum Laude

Education record