Simon Smundak, CFA

Pronouns: he/him

Senior Director, Manager Research & Employee Owner

Simon’s innate curiosity, boundless energy and financial acumen are a great fit for the work he does: overseeing and managing our investment research process, which is essential to creating portfolios that attain our clients’ goals and conducting diligence on new investment opportunities. Applying over 20 years of experience in investment research and analysis, Simon leads the firm’s investment research process, including setting research priorities and overseeing the work of investment analysts across all asset classes, from public equities and fixed income to private market investments and hedge funds. He is responsible for ensuring that analysts adhere to our rigorous due diligence process to arrive at recommendations that are fully vetted and likely to add value to client portfolios. Simon works closely with our firm’s chief investment officer and the senior director of investment strategy and communications to guide the firm’s research focus and keep it aligned with asset allocation priorities in client portfolios and new opportunities as they arise. 

Simon joined LNW as a senior investment analyst in 2008. In that position, he supported asset allocation and manager selection, with a focus on non-traditional investments, including hedge funds, private equity and private real assets. Before that, Simon was a research analyst at Cadogan Management, a hedge fund-of-funds.

There is definitely a ‘clients come first’ attitude at our firm. Being responsive and sensitive to our clients’ needs has really resonated with me.
Designations and Education
  • Chartered Financial Analyst® charterholder 
  • B.A. in Economics, New York University 
Personal Passion

Was born in Estonia, has lived in California and New York, and has traveled to over 40 countries throughout the world. Enjoys biking of all types, cooking, baking bread, reading and music (including playing the drums).