ADVISOR BIO

Simina Farcasiu is a registered investment advisor representative for Belstar Management Company, LLC and is based in New York, NY. Simina has over 10 years of experience in the financial industry. Prior to joining Belstar, Simina worked at Lower48 Analytics Inc. and Energy Finance Partners LLC. Belstar Management Company, LLC is an investment advisor specializing in managing portfolios for businesses and pooled investment vehicles.

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ADVISOR BIO

Simon Kubbies is a registered representative with Goldman Sachs & Co. LLC since December 2010. Simon holds the Series 79 and Securities Industry Essentials (SIE) licenses. Simon has been in the industry since December 2010. Simon is currently active in the securities industry with Goldman Sachs & Co. LLC. Simon specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Pooled Investment Vehicles, Pension Consulting, Financial Planning, Selection of Other Advisors and Education Seminars.

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ADVISOR BIO

Simon Osborn is an active investment advisor representative with Goldman Sachs & Co. LLC and has been in the securities industry since November 1997. Simon holds several licenses including Series 63, Series 10, Series 9, Series 7TO, SIE, Series 52, Series 32, and Series 17. Simon is registered to offer securities in all 50 states and the District of Columbia. Simon specializes in a variety of areas, including portfolio management for individuals, businesses, and pooled investment vehicles, financial planning, and educational seminars.

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ADVISOR BIO

Simon Collier is a financial advisor with over 20 years of experience in the securities industry. Simon is a registered representative of Goldman Sachs & Co. LLC and holds the Series 7, Series 24 and Series 63 licenses. Simon provides financial planning, portfolio management for individuals, businesses and pooled investment vehicles, educational seminars and selection of other advisors. Simon has been with Goldman Sachs & Co. LLC since 1998 and is located in the New York City office.

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ADVISOR BIO

Simon Chapman has been active in the financial services industry since December 16, 2012. Simon is a registered representative at City National Rochdale. Simon holds Series 66, SIE and Series 7 licenses. Simon has worked for Rochdale Investment Management LLC, City National Bank, and RIM Securities. Simon is a board member for the San Diego Cooperative Charter School. Simon's firm, City National Rochdale, is an investment advisor with over $50 billion in assets under management and serves a variety of clients including individuals, corporations, investment companies, and charitable organizations.

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ADVISOR BIO

Simon Sossoman is an investment advisor representative with Nuveen Asset Management, LLC. Simon has been in the financial services industry for 2 years. Simon is licensed to provide investment advice in 53 states, as well as Puerto Rico and the Virgin Islands. Simon specializes in helping individuals, corporations, and investment companies build and manage their portfolios. Simon has a proven track record of success in helping clients achieve their financial goals. Prior to joining Nuveen, Simon was a financial advisor with Barnabas Capital, LLC.

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ADVISOR BIO

Simon Haunhaun Syer is a financial professional who has been in the industry since March 20, 2010. Simon is currently registered with HSBC Securities (USA) Inc. and is licensed in California, Massachusetts, New Jersey, New York, and North Carolina. Simon has a variety of licenses and certifications including Series 6, Series 7, and Series 66 and is a Chartered Financial Consultant. Simon previously worked with HSBC Securities (USA) Inc. in Walnut, California and is a dual hatting as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of HSBC Securities (USA) Inc., engaging in the sale of bank related products and services. Simon is committed to providing personalized financial advice and services to meet the needs of individuals and families.

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ADVISOR BIO

Simon Judah Yarmak is a registered representative with Stifel, Nicolaus & Company, Inc. and has been in the industry since July 25, 2007. Simon Judah Yarmak is based in Baltimore, Maryland and is licensed in Maryland. Simon Judah Yarmak specializes in securities, mutual funds, variable annuities, fixed annuities, insurance, and investment advisory services.

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ADVISOR BIO

Simon Dickinson is a financial advisor with Stifel, Nicolaus & Company, Inc.. Simon has been in the industry for over 6 years and is registered with the state of Kentucky and Texas. Simon is a Series 66, Series 7 and SIE licensed individual who specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and pooled investment vehicles.

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ADVISOR BIO

Simon Oppliger is a financial advisor at Oppenheimer & Co. Inc. in Stamford, Connecticut. Simon has been working in the financial industry since December 1991, and is registered with the state of Connecticut. Simon has expertise in financial planning, portfolio management for individuals and businesses, and pension consulting. Simon has been with Oppenheimer & Co. Inc. since January 2009. Prior to that, Simon worked at UBS Securities LLC and SBC WARBURG DILLON READ INC.

SPECIALIZATIONS