Richard W. S. Simons

Finance

Consumer Services

Profile

Mr. Richard W.
Simons, CFA, is Partner & Senior Research Analyst at PENN Capital Management Co., Inc. He joined the firm in May 2013.
Prior to joining PENN, Mr. Simons served as a portfolio manager and analyst for Turner Investments focusing on the healthcare sector.
Previously, Mr. Simons served as an analyst at Tryphon Capital Advisers covering healthcare.
Mr. Simons received a BS in Biophysics from The State University of New York at Geneseo and a MB from the University of Pennsylvania.

Former positions of Richard W. S. Simons

Companies	Position	End
Turner Investment Partners, Inc. Turner Investment Partners, Inc. Investment ManagersFinance Founded in 1990 by Mark Turner and Robert Turner, Turner Investment Partners, Inc. is a registered investment advisor firm located in Berwyn, Pennsylvania with an additional office in Hartford, Connecticut. The firm offers institutional equity and fixed-income services, advises portfolios through relationships with managed accounts sponsors and advises mutual funds that are part of the Turner Funds group and other fund families. Turner Investment Partners' clients include pension funds, foundations, public companies, other asset managers, financial advisors and individuals.	Analyst-Equity	01/01/2012
Tryphon Capital Advisers, Inc. Tryphon Capital Advisers, Inc. Investment ManagersFinance Founded in 2000, Tryphon Capital Advisors, Inc. is a hedge fund manager located in Moorestown, New Jersey. They manage the Tryphon Fund, Inc. and Tryphon Capital Management LLC.	Analyst-Equity	29/09/2010
Penn Capital Management Co LLC Penn Capital Management Co LLC Investment ManagersFinance Penn Capital Management Co LLC (Penn Capital) is an independent, SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded by Richard Hocker and Marcia Hocker in 1987 as Penn Capital Management Co., Inc. Penn Capital provides investment advisory services primarily through the following investment vehicles: registered mutual funds, private investment funds, separately managed accounts, and investment advisory programs offered through wrap fee programs or model portfolio distribution channels.	Analyst-Equity	-

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Training of Richard W. S. Simons

The State University of New York	Undergraduate Degree
University of Pennsylvania	Graduate Degree

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Linked companies

Private companies	3
Tryphon Capital Advisers, Inc. Tryphon Capital Advisers, Inc. Investment ManagersFinance Founded in 2000, Tryphon Capital Advisors, Inc. is a hedge fund manager located in Moorestown, New Jersey. They manage the Tryphon Fund, Inc. and Tryphon Capital Management LLC.	Finance
Turner Investment Partners, Inc. Turner Investment Partners, Inc. Investment ManagersFinance Founded in 1990 by Mark Turner and Robert Turner, Turner Investment Partners, Inc. is a registered investment advisor firm located in Berwyn, Pennsylvania with an additional office in Hartford, Connecticut. The firm offers institutional equity and fixed-income services, advises portfolios through relationships with managed accounts sponsors and advises mutual funds that are part of the Turner Funds group and other fund families. Turner Investment Partners' clients include pension funds, foundations, public companies, other asset managers, financial advisors and individuals.	Finance
Penn Capital Management Co LLC Penn Capital Management Co LLC Investment ManagersFinance Penn Capital Management Co LLC (Penn Capital) is an independent, SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded by Richard Hocker and Marcia Hocker in 1987 as Penn Capital Management Co., Inc. Penn Capital provides investment advisory services primarily through the following investment vehicles: registered mutual funds, private investment funds, separately managed accounts, and investment advisory programs offered through wrap fee programs or model portfolio distribution channels.	Finance

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