Simon Kasbari is a seasoned financial professional currently serving as a Relationship Manager at Amplify since February 2025. Previous experience includes roles as a Private Client Banker at JPMorgan Chase Bank, N.A from 2024 to 2025, and as a Contractor at Duco from 2023 to 2024. Notably, Simon served as an Investor Relations Manager (Short-Term Consultant) at Unity Growth Fund, where Simon developed effective investor engagement strategies. Additionally, experience at UBS involved overseeing a $1B book of business, while an Associate role at AllianceBernstein included crafting tailored investment strategies. Simon began a career in wealth management as an intern at Morgan Stanley. Simon holds a Bachelor of Business Administration in Finance from Hofstra University and graduated from Oakton High School with a diploma.
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