Simeon Wallis - CFA, Chief Investment Officer of Aprio Wealth Management Simeon Wallis, CFA, is the Chief Investment Officer of Aprio Wealth Management. Simeon brings over two decades of professional investing experience in publicly traded and privately held companies to his role at Aprio, as well as senior-level operating and strategy consulting experiences. He works with high-net-worth individuals and families, serial entrepreneurs and business owners to advise on investing and strategic business advisory services, and additionally provides economic and capital market perspectives for clients and Aprio partners to guide strategic planning and lead the development and growth of the Aprio Family Office. Simeon earned his Master of Business Administration from The Wharton School of the University of Pennsylvania with a concentration in Finance and an undergraduate degree in History, cum laude, from Duke University. He annually guest lectures at Columbia University’s business school in the Value Investing Program on companies that can sustainably grow and is regularly profiled and interviewed, including in leading investment publication Graham & Doddsville.