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Simon Kanazeh

Portfolio Analyst and Trade Specialist at Fulton Breakefield Broenniman LLC

Washington, DC , United States

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

OrganizationRoleDate RangeDetails
FBB Capital PartnersPortfolio Analyst and Trade SpecialistAug 2024 to Present
George Mason University - School of BusinessVP - Investment Committee | Student Managed Investment FundApr 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...
AreteFinance and Accounting Intern at Arete Incident ResponseJun 2022 to May 2024
Arete Incident ResponseBusiness Finance and Operations InternJun 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)

NameRoleLocation
D
David Malmgren
Senior Portfolio ManagerWashington, DC , United States
Jaime Quiros
Jaime Quiros
Senior Portfolio ManagerRockville, MD , United States
John Petrofsky
John Petrofsky
Portfolio ManagerWashington, DC , United States
K
Kathleen Hastings
Vice President, Portfolio ManagerWashington, United States
Maggi Keating
Maggi Keating
Portfolio ManagerBethesda, MD , United States
Mel Casey
Mel Casey
Senior Portfolio ManagerBethesda, MD , United States
Alex Cfp®
Alex Cfp®
Portfolio ManagerBethesda, MD , United States
Cfp® Callahan
Cfp® Callahan
Portfolio ManagerEaston, MD , United States
Jennifer Scher
Jennifer Scher
Portfolio ManagerWashington, DC , United States
Mark Stachura
Mark Stachura
Equity Research AssociateWashington, DC , United States
Showing 1-10 of 11 team members

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