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Simon Kanazeh
Portfolio Analyst and Trade Specialist at Fulton Breakefield Broenniman LLC
About
Simon Kanazeh is a Portfolio Analyst and Trade Specialist at FBB Capital Partners in Washington, DC, where he supports portfolio management through financial analysis, trade execution, and investment research. His role involves monitoring market conditions, implementing trades across client accounts, and assisting in the development of investment strategies tailored to meet client financial objectives.
He specializes in portfolio analysis, trading equities and fixed income, and supporting tactical asset allocation decisions, with experience covering U.S. and global equity markets as well as fixed income instruments. Simon's professional background includes serving as Vice President of the Investment Committee at George Mason University's Student Managed Investment Fund, providing him experience in real-time portfolio management and sector analysis across multiple asset classes.
Simon holds a Bachelor of Science in Finance from George Mason University, where he developed expertise in financial modeling, security analysis, and investment strategy. His additional experience at Arete Incident Response contributes analytical rigor and risk management insight, further enhancing his capabilities within institutional asset management and client portfolio oversight.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| FBB Capital Partners | Portfolio Analyst and Trade Specialist | Aug 2024 to Present | — |
| George Mason University - School of Business | VP - Investment Committee | Student Managed Investment Fund | Apr 2023 to May 2024 | Officer of the Montano Student Investment Fund at George Mason University, managing +300k of endowment money. In charge of monitoring the current portfolio and making alteration decisions to the portf... |
| Arete | Finance and Accounting Intern at Arete Incident Response | Jun 2022 to May 2024 | — |
| Arete Incident Response | Business Finance and Operations Intern | Jun 2021 to Jun 2022 | — |
Education
George Mason University
Bachelor of Science - BS, Finance
2020 — 2024
Universidad Francisco de Vitoria
Study Abroad, Theology, Entrepreneurship & Spanish
2022 — 2022
SETON SCHOOL
2016 — 2020
Others at Fulton Breakefield Broenniman LLC (11)
| Name | Role | Location |
|---|---|---|
D David Malmgren | Senior Portfolio Manager | Washington, DC , United States |
| Senior Portfolio Manager | Rockville, MD , United States | |
| Portfolio Manager | Washington, DC , United States | |
K Kathleen Hastings | Vice President, Portfolio Manager | Washington, United States |
| Portfolio Manager | Bethesda, MD , United States | |
| Senior Portfolio Manager | Bethesda, MD , United States | |
| Portfolio Manager | Bethesda, MD , United States | |
| Portfolio Manager | Easton, MD , United States | |
| Portfolio Manager | Washington, DC , United States | |
| Equity Research Associate | Washington, DC , United States |
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