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Robert Matthew Simone

Hedgeye Risk Management, LLC

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About Robert Matthew Simone

Robert Simone is a financial professional with over a decade of experience in the industry. Robert has held positions at several reputable firms, including Evercore Group LLC, Houlihan Lokey Capital, Inc., Keefe, Bruyette & Woods, Inc., and Cowen and Company. Robert's expertise spans investment banking and research analysis. Robert currently works as an investment advisor representative at Hedgeye Risk Management, LLC. Robert's certifications include Series 7, Series 63, Series 79, and Series 87 licenses. Robert is also a CFA charterholder.

Firm Information

Robert Simone is currently registered with Hedgeye Risk Management, LLC. Hedgeye Risk Management, LLC is an investment research firm that provides research and analysis on a wide range of topics, including the economy, markets, and specific sectors. The firm has a team of experienced analysts who provide insights and commentary through various publications and media channels.

Not reported

Assets Under Management

Not reported

Total Clients

37

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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research

Research

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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other

Custom negotiated fees

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Robert Simone’s Registration & Firm History

CT

03/02/2021 - Present

Hedgeye Risk Management, LLC (STAMFORD CT)

NY

04/18/2016 - 09/26/2018

EVERCORE GROUP L.L.C. (New York NY)

NY

09/21/2012 - 09/09/2015

HOULIHAN LOKEY CAPITAL, INC. (NEW YORK NY)

NY

03/25/2011 - 09/07/2012

KEEFE, BRUYETTE & WOODS, INC. (NEW YORK NY)

NY

12/16/2009 - 03/18/2011

COWEN AND COMPANY (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/22/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/26/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/08/2012

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 12/15/2009

Series 7 - General Securities Representative Examination

BC

Issued 12/07/2009

Series 87 - Research Analyst Exam - Part II Regulations Module

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Matthew Simone.
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