Aaron Simon

Vice President

Aaron Simon is a results-driven client service and relationship professional with over 25 years of experience in custody banking, asset management, and financial reporting. They have held significant roles, including Vice President at MSCI Private Capital Solutions since 2025 and Senior Director of Key Accounts at Canoe from 2022 to 2025. Previously, Aaron served as Head of Business Development at Jacobi from 2017 to 2022 and Vice President at JPMorgan Chase & Co. from 2007 to 2017. Aaron began their career as an Office Manager at Meredith Corporation in 1999 and worked as a Treasury Analyst and Portfolio Administrator at American Home Mortgage between 2001 and 2006. They are currently pursuing a Bachelor's degree in Philosophy at The New School.

Location

Oakland, United States

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