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Simon Tryzna, Cfa
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Russian Native or bilingual proficiency
Bio
Credentials
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Chartered Financial Analyst® (CFA) Charterholder
CFA InstituteAug, 2021- Apr, 2026 -
Series 65
Financial Industry Regulatory Authority (FINRA)Jul, 2015- Apr, 2026
Experience
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Palo Alto Wealth Advisors
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Palo Alto, California, United States
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Portfolio Manager
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Apr 2022 - Present
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Palo Alto, California, United States
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Chief Investment Officer
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Jul 2015 - Jan 2022
Chief Investment OfficerJanuary 2021 - January 2022Director of ResearchJanuary 2018 - January 2021Wealth AdvisorJune 2016 - January 2018Wealth Advisor Associate July 2015 - June 2016Simon is the Chief Investment Officer at ClearPath, working with the firm’s clients in their planning and portfolio management needs. He is CFA Charterholder. He holds a Series 65 securities license and is licensed to provide investment advisory services.
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Data Analyst
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Dec 2014 - Jun 2015
Use real-time sustainability data to determine whether companies deemed more "socially responsible" out preform their industry counterparts in the short and long term. Run three mock portfolios and track their performance as well as their ESG data.
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Investment Analyst Intern
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Dec 2013 - Dec 2014
Help out Principals by creating Retirement Income Analysis, doing Portfolio Risk assessments, creating holdings summaries for clients, inquiring on insurance policies. Help out office staff with client relations and day to day operations.
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Finance Intern
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Feb 2013 - Nov 2013
Assist the Financial Team in anyway possible.This includes: preparation of quarterly client capital calls and distributions, managing Accounts Payable for the management company and the investment funds, updating the client database, and processing local and foreign employee expense reports.
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Research Analyst Intern
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Nov 2011 - Mar 2013
While working with a students and faculty at Saint Mary's College, had to conduct an economic impact study of Shell on the city of Martinez. Tasks included surveying employees, analyzing financial documents, and combining findings into an understandable report that is meant for the public to view.
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Education
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2011 - 2015Saint Mary's College of California
BA Honors, Financial Services -
2011 - 2015
Saint Mary's College of California
Bachelor's Degree, Economics -
2011 - 2015
Saint Mary's College of California
Minor, Mathematics
Suggested Services
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Industry Focus. “Investment Banking”
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