Simon Koo, CFA, is currently a Director at Marshall & Stevens, Inc., specializing in financial analysis and valuation consulting. They have previously held positions at prestigious firms such as Grant Thornton LLP, PwC, and RSM US LLP, where they performed business valuations and engaged in advanced financial modeling. Simon began their career as an Equity Research Associate intern at Ardour Capital Investments, where they created financial models and communicated investment recommendations. They are pursuing a Bachelor of Arts in Psychology from the University of Massachusetts, Amherst, and a Master of Business Administration in Accounting and Finance from Fordham University, maintaining high academic standards.
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