General Investing >> Money Manager Interviews >> May 17, 2010

Investing In Large Cap & Small Cap Growth Stocks – Michael Louis Simon – Alphamark Advisors, Llc

Michael Louis Simon is the president, the chief investment officer for both equity and fixed income and a portfolio manager for both equity and fixed income at AlphaMark Advisors, LLC formerly Wealth Advisors of Cincinnati, LLC. He also serves as the head trader at the firm. Previously, Mr. Simon was employed as a managing financial service advisor at a local money management firm and a senior portfolio manager at a regional bank. He began his financial and investment career in the early 1990s. He has been a Chartered Financial Analyst since 1996 and a Certified Public Accountant since 1992. Preference: Mr. Simon prefers to be called "Mike". Education: Mr. Simon obtained an M.B.A. in Finance from Xavier University in 1993 and a B.S. in Accountancy from Northern Kentucky University in 1989. Mr. Simon is a member of the CFA Institute, The Cincinnati Society of Financial Analysts, The American Institute of Certified Public Accountants and The Ohio Society of Certified Public Accountants He is a native of the Greater Cincinnati Area. Profile
TWST: Why don't you start with an overview of AlphaMark Advisors and your responsibilities there?

Mr. Simon: AlphaMark Advisors was founded in 1999 as an investment advisory firm with a focus on high