Amplify
Simon Kasbari is an experienced finance professional with a Bachelor of Business Administration in Finance from Hofstra University. Currently serving as a Relationship Manager at Amplify since February 2025, Simon previously held roles including Private Client Banker at JPMorgan Chase Bank, N.A. from January 2024 to January 2025, and Contractor at Duco from January 2023 to January 2024. Notably, Simon worked as a short-term consultant in Investor Relations at Unity Growth Fund in 2023, where strategic initiatives significantly increased investor engagement. Additionally, Simon was an Associate at UBS, overseeing a $1B book of business while ensuring compliance and performance alignment with investment objectives.
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Amplify
Amplify delivers a scalable, flexible digital wealth management ecosystem that enriches all aspects of your firm, empowering your advisors to focus on winning the moments that matter.