Simon Smundak, CFA

Simon’s innate curiosity, boundless energy and financial acumen are a great fit for the work he does: overseeing and managing our investment research process, which is essential to creating portfolios that attain our clients’ goals and conducting diligence on new investment opportunities. Applying over 20 years of experience in investment research and analysis, Simon leads the firm’s investment research process, including setting research priorities and overseeing the work of investment analysts across all asset classes, from public equities and fixed income to private market investments and hedge funds. He is responsible for ensuring that analysts adhere to our rigorous due diligence process to arrive at recommendations that are fully vetted and likely to add value to client portfolios. Simon works closely with our firm’s chief investment officer and the senior director of investment strategy and communications to guide the firm’s research focus and keep it aligned with asset allocation priorities in client portfolios and new opportunities as they arise. 

Simon joined LNW as a senior investment analyst in 2008. In that position, he supported asset allocation and manager selection, with a focus on non-traditional investments, including hedge funds, private equity and private real assets. Before that, Simon was a research analyst at Cadogan Management, a hedge fund-of-funds.