Simon Tryzna, CFA, is a Wealth Advisor at Corient, where they focus on helping individuals understand their personal financial situations and streamline asset management to meet financial goals. Previously, Simon held various roles, including Chief Investment Officer and Director of Research at ClearPath Capital Partners, as well as positions as Data Analyst at TruValue Labs, Inc. and Investment Analyst Intern at Summit Wealth & Retirement Partners. Simon earned a Bachelor's Degree in Economics and a BA Honors in Financial Services, along with a minor in Mathematics from Saint Mary's College of California.
Location
San Francisco, United States
This person is not in any teams
This person is not in any offices