William E. Simon Jr.

William E. Simon, Jr. is Partner Emeritus of Simon Quick Advisors after the successful merger in 2017 of his family office, William E. Simon & Sons, LLC (WESS), forming a nationally recognized wealth management firm that caters to high net worth families and individuals. Bill and his siblings remain clients and significant supporters of Simon Quick Advisors.

Previously, Mr. Simon was the co-chairman of WESS which he co-founded in 1988 with his brother and father, former United States Treasury Secretary, William E. Simon, Sr. Together they built a diverse and significant investment portfolio with holdings in real estate, private equity, and fixed-income securities.

Mr. Simon co-founded a successful municipal bond company in 1990, stemming in part from his previous experience holding senior positions on the municipal securities and foreign exchange desk for Morgan Guaranty Trust Company. Earlier in his career, from 1985 to 1988, Mr. Simon worked in the Southern District of New York as Assistant United States Attorney under then United States Attorney, Rudolph Giuliani.

A 1982 Boston College Law School graduate, Mr. Simon earned his bachelor’s degree at Williams College where he serves today as a Lifetime Emeritus Trustee.

He currently serves as Co-Chairman of the William E. Simon Foundation and the Cynthia L. and William E. Simon, Jr. Foundation. Through these foundations, Mr. Simon helps needy youngsters in urban areas through faith-based efforts. He and his wife, Cindy, established the Sound Body Sound Mind Foundation, providing state-of-the-art athletic equipment, curriculum, and training for Los Angeles area middle and high schools. The program now impacts more than one hundred thousand students per year.

In addition, Mr. Simon serves as Founder and Chairman of the Board for Parish Catalyst as well as the Ronald Reagan UCLA Medical Center Board of Advisors. He is a Trustee on the Boards of St. John’s Health Center Foundation in Los Angeles and is also a member on the Board of Directors at Douglas Emmett and Co. and a current member of the Knights of the Sovereign Military Order of Malta and Knight Commander of the Order of St. Gregory.

Mr. Simon is an Assistant Adjunct Professor at both the UCLA School of Law, as well as the Undergraduate Department of Economics in the UCLA College of Letters and Sciences, and is Co-Founder of the Benjamin Graham Value Investing Program. In 2014, the Gabelli Funds named Mr. Simon as the co-recipient of its Graham & Dodd, Murray, Greenwald Prize for Value Investing. In March of 2014, Mr. Simon was honored by the Pacific Research Institute with the Baroness Thatcher Liberty Award, and he has been the recipient of a number of honorary degrees.

Mr. Simon was the 2002 Republican Gubernatorial nominee in California where he came within five-points of unseating Gray Davis, despite being outspent three to one. In addition, Mr. Simon also served as Chairman of California and Director of Policy and Speech Writing for the Rudy Giuliani 2008 Presidential Campaign Committee.