The annual list from Virginia Business is a comprehensive guide to the top business leaders in the commonwealth. Individuals selected in the Virginia 500 range from careers in business, government and politics, to education. Through research and outreach, the list has several factors that determine who is selected. To put it simply, it is dependent on a "person's power, influence, and importance within their field."
The Finance category features Simon along with a select group of notable leaders in Virginia. With over 25 years of experience, Simon leads The Wise Investor Group's Portfolio Management department and is a key member of the Investment Decision Committee. He is an instrumental voice in investment policy, security selection, asset allocation, and client management. Barron's, Forbes, Washingtonian, and Financial Times have consistently recognized Simon as a top advisor in the United States.