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Simon Shi
Analyst-Equity chez Kopernik Global Investors LLC
Profil
Mr. Simon Shi, CFA MBA, is an Analyst & Deputy Director of Research at Kopernik Global Investors LLC.
He is an Analyst covering the conglomerates' sector.
Prior to joining Kopernik in January 2016, Mr. Shi was an Investment Manager Research Analyst at Merrill Lynch Global Wealth Management, responsible for selecting international and global equity managers and offering investment advice to the financial advisor community.
Prior to that, he was a Tax Accountant with KPMG LLP.
He earned his Bachelor of Science in Economics from Shanghai University of Finance and Economics, Master of Science in Accounting from Northern Illinois University and MBA from the Stern School of Business at New York University.
He has received the Chartered Financial Analyst designation.
Postes actifs de Simon Shi
Sociétés | Poste | Début |
---|---|---|
Kopernik Global Investors LLC
![]() Kopernik Global Investors LLC Investment ManagersFinance Kopernik Global Investors LLC (Kopernik) is a SEC-registered investment advisor headquartered in Tampa, Florida. The firm was founded by David Iben in 2013 and is principally owned by Kopernik Holdings LLC. Kopernik provides investment advisory services to individual and institutional clients on a discretionary and non-discretionary basis. | Analyst-Equity | 01/01/2016 |
Anciens postes connus de Simon Shi
Sociétés | Poste | Fin |
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KPMG LLP
![]() KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Merrill Lynch Global Wealth Management Group | Corporate Officer/Principal | - |
Formation de Simon Shi
Shanghai University of Finance & Economics | Undergraduate Degree |
Northern Illinois University | Graduate Degree |
The Leonard N Stern School of Business | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Exécutifs
Sociétés liées
Entreprise privées | 3 |
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Kopernik Global Investors LLC
![]() Kopernik Global Investors LLC Investment ManagersFinance Kopernik Global Investors LLC (Kopernik) is a SEC-registered investment advisor headquartered in Tampa, Florida. The firm was founded by David Iben in 2013 and is principally owned by Kopernik Holdings LLC. Kopernik provides investment advisory services to individual and institutional clients on a discretionary and non-discretionary basis. | Finance |
Merrill Lynch Global Wealth Management Group | |
KPMG LLP
![]() KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Commercial Services |