|
David A. Simon, MBA, CLU, CFP®
President & Principal
David is the President and Principal of SimonDavis Asset Management, Inc. David's educational background includes an
MBA from the Darden Graduate School of Business at The University of Virginia and advanced tax training from the
University of Virginia School of Law. In addition, David is a Certified Financial Planner (CFP®) and a Chartered Life
Underwriter (CLU).
|
|
Paul W. Davis
Portfolio Manager
Paul graduated from Denison University in Granville, Ohio in 1979. He began his financial services
career in 1983. His unique approach toward research and innovative methodologies are the foundation of the Monument investment strategy. Paul is a published author on capital preservation research in volatile
markets featured in Active Trader Magazine.
|
|
Peter H. Fertig
Executive Vice President, Institutional Services
Peter began his financial industry career as a floor trader on the New York Commodity Exchange. He has served as a wholesaler in the FID (Financial Institutions Division) at
Oppenheimer Funds and at Scudder/Deutsche Asset Management. Prior to joining SimonDavis
he served as East Coast Director of Sales in the Institutional FID group at US Trust/Columbia. Peter holds the Series 7, 63,
and 66 security licenses.
|
|
Patrick D. Johnson, CFP®, CLU, ChFC
President, Brokerage Services
Patrick began his career in financial services in 1996. Prior to joining SimonDavis, Patrick served as a
Vice President in the Wealth Management Division of SunTrust, the sixth largest bank in the country. Patrick holds
the following professional designations: Certified Financial Planner™, Chartered Life Underwriter™
and Chartered Financial Consultant™.
|
|
Lois A. Leonhardi, CFA
Vice President, Private Client Services
Ms. Leonhardi began her financial services career in 1985. Over the next 23 years, she gained experience in
financial analysis and portfolio management working as an analyst for Gannett, Welsh & Kotler, as a
Senior Banking analyst at the Boston Regional Headquarters of the Federal Deposit Insurance Corporation (FDIC)
and as Portfolio Manager of Leonhardi Investment Management, Inc. Ms. Leonhardi is a Chartered
Financial Analyst (CFA).
|
|
C. Todd Pevarnik
Vice President, Private Client Services
Todd began his financial services career as a licensed broker with A.G. Edwards & Sons. Prior to joining SimonDavis, Todd served
as a financial advisor for Wells Fargo Advisors. He also has several years of experience as a corporate accounts executive and
sales engineer. Mr. Pevarnik's education consists of an MBA with a finance specialization from the University of Denver and a
Bachelor of Science in electrical engineering from Bucknell University.
|
|
David L. Swenson
President, Institutional Services
David is a graduate of Northwestern College in St. Paul, Minnesota. David began his investment career in 1992. He serves as
the President of the Institutional Services Division for SimonDavis Asset Management.
|
|
Patrick E. Thomas, CPA
Vice President, Private Client Services
Pat began his career specializing in tax planning, yet has spent most of his career as a Chief Financial Officer and President for
both private and public companies. He earned his Bachelor of Science Degree in Accounting from the University of Illinois and
holds a Certified Public Accountant™ designation.
|
