![Joe Simon](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Joe Simon
Direttore Finanziario/CFO presso
Moelis & Co. LLC
Patrimonio netto: 3 M $ in data 31/05/2026
Profilo
Joe W.
Simon is currently Director at The New York City Investment Fund Manager, Inc. and Chief Financial Officer at Moelis & Co. LLC since 2010.
Former roles include Non-Executive Director at MA Financial Group Ltd. from 2016 to 2020; Vice President-Fixed Income Product Control & Principal at Morgan Stanley from 1986 to 1993; Chief Financial Officer, Controller & Head of Operations at Cantor Fitzgerald & Co. from 1993 to 1999; Principal at PricewaterhouseCoopers LLP from 1983 to 1986; Chief Financial Officer at Intralinks, Inc.; Chief Financial Officer at Ten TV, Inc. from 2000 to 2002; Chief Financial Officer at Assured Guaranty Ltd. from 2002 to 2010; and Chief Financial Officer at Moelis & Co. from 2010 to 2025.
Education includes an undergraduate degree from Cornell University in 1980 and an MBA from the University of Michigan in 1983.
Partecipazioni note in società pubbliche
| Società | Data | Numero di azioni | Valutazione | Data di valutazione |
|---|---|---|---|---|
MOELIS & CO. CLASS A 0,03% | 27/04/2026 | 22.832 ( 0,03% ) | 2 M $ | 31/05/2026 |
MOELIS & CO LP UNITS 0,05% | 18/02/2025 | 18.312 ( 0,05% ) | 1 M $ | 31/05/2026 |
Posizioni attive di Joe Simon
| Società | Posizione | Inizio |
|---|---|---|
The New York City Investment Fund Manager, Inc.
 The New York City Investment Fund Manager, Inc. Investment ManagersFinance The New York City Investment Fund Manager invests in the companies located in the United States. The firm focuses on fintech, health IT, life sciences and advanced manufacturing sectors. It participates in early and growth stage capital transactions. The firm acquires minority interest. | Direttore/Membro del Consiglio | - |
Moelis & Co. LLC
 Moelis & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Direttore Finanziario/CFO | 01/07/2010 |
Precedenti posizioni note di Joe Simon
| Società | Posizione | Fine |
|---|---|---|
| MOELIS & COMPANY | Direttore Finanziario/CFO | 31/03/2025 |
| MA FINANCIAL GROUP LIMITED | Direttore/Membro del Consiglio | 18/08/2020 |
| ASSURED GUARANTY LTD. | Direttore Finanziario/CFO | 01/03/2010 |
Intralinks, Inc.
 Intralinks, Inc. Information Technology ServicesTechnology Services Operates as a cloud-based financial technology that provides global banking, deal making and capital market services | Direttore Finanziario/CFO | 01/01/2002 |
Ten TV, Inc.
 Ten TV, Inc. Internet Software/ServicesTechnology Services Provides video-based online communications services for businesses | Direttore Finanziario/CFO | 01/01/2002 |
Formazione di Joe Simon
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
92
Relazioni di 1° grado
12
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 12 |
|---|---|
Morgan Stanley
 Morgan Stanley Investment ManagersFinance Provides wealth and asset management, trading & investment banking services | Finance |
Intralinks, Inc.
Intralinks, Inc. Information Technology ServicesTechnology Services Operates as a cloud-based financial technology that provides global banking, deal making and capital market services | Technology Services |
Cantor Fitzgerald & Co.
 Cantor Fitzgerald & Co. Investment Banks/BrokersFinance Provides brokerage services | Finance |
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, assurance, consulting and tax & business consulting services | Commercial Services |
Moelis & Co. LLC
Moelis & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Ten TV, Inc.
Ten TV, Inc. Internet Software/ServicesTechnology Services Provides video-based online communications services for businesses | Technology Services |
Assured Guaranty Ltd.
 Assured Guaranty Ltd. Specialty InsuranceFinance Operates as a insurance holding company, which provides financial guaranty insurance services | Finance |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Michigan
 University of Michigan Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The New York City Investment Fund Manager, Inc.
The New York City Investment Fund Manager, Inc. Investment ManagersFinance The New York City Investment Fund Manager invests in the companies located in the United States. The firm focuses on fintech, health IT, life sciences and advanced manufacturing sectors. It participates in early and growth stage capital transactions. The firm acquires minority interest. | Finance |
Moelis & Co.
 Moelis & Co. Investment Banks/BrokersFinance Provides financial advisory, capital raising and asset management services | Finance |
MA Financial Group Ltd.
 MA Financial Group Ltd. Investment ManagersFinance Provides financial advisory, capital raising and asset management services | Finance |
