Simon R. Howe

Client Operations & Research Associate

Simon Howe serves as a Client Operations Associate and provides support for daily client service, including account opening and closing, client requests, monthly statement issues, tax reporting questions, and web access inquiries. Along with client operations, Simon works closely with the investment team on specific research topics. Simon received his bachelor’s degree from the Honors Program of the Carroll School of Management at Boston College, with concentrations in Finance and Marketing, as well as a minor in Hispanic Studies.

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