Managing Director, Fund Consulting Group
Simon heads up the Fund Consulting Group (FCG) at FTS and has over 15 years of experience in the financial arena prior to joining FTS in 2011. The FCG's primary goal is to grow its client's assets through a variety of capital introduction programs. Simon works closely with Global Institutions, Hedge Funds, and Family Offices which allows him to accurately target each client's capital needs from a wide spectrum of sources.
Prior to joining FTS, he co-found TurningBlock Capital LLC, a Single Family Office that invests in the Public and Private Equity markets. He played a critical role in the direction of the firm and its investment strategy. He was instrumental in the firm's pre-IPO acquisition of seats on the NYSE and the CBOE for the firm's investment portfolio.
Simon is a graduate of Georgetown University with a BSBA from the McDonough School of Business. He has obtained his series 7, 55, 63 and 24 licenses in compliance with FINRA and the SEC. Mr. Frank also holds his 200 ton Yachtmaster Captain's license.