Simon Shi
Analyst-Equity at Kopernik Global Investors LLC
Profile
Mr. Simon Shi, CFA MBA, is an Analyst & Deputy Director of Research at Kopernik Global Investors LLC.
He is an Analyst covering the conglomerates' sector.
Prior to joining Kopernik in January 2016, Mr. Shi was an Investment Manager Research Analyst at Merrill Lynch Global Wealth Management, responsible for selecting international and global equity managers and offering investment advice to the financial advisor community.
Prior to that, he was a Tax Accountant with KPMG LLP.
He earned his Bachelor of Science in Economics from Shanghai University of Finance and Economics, Master of Science in Accounting from Northern Illinois University and MBA from the Stern School of Business at New York University.
He has received the Chartered Financial Analyst designation.
Simon Shi active positions
| Companies | Position | Start |
|---|---|---|
Kopernik Global Investors LLC
 Kopernik Global Investors LLC Investment ManagersFinance Kopernik Global Investors LLC (Kopernik) is a SEC-registered investment advisor headquartered in Tampa, Florida. The firm was founded by David Iben in 2013 and is principally owned by Kopernik Holdings LLC. Kopernik provides investment advisory services to individual and institutional clients on a discretionary and non-discretionary basis. | Analyst-Equity | 31/12/2015 |
Former positions of Simon Shi
| Companies | Position | End |
|---|---|---|
KPMG LLP
 KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
| Merrill Lynch Global Wealth Management Group | Corporate Officer/Principal | - |
Training of Simon Shi
| Shanghai University of Finance & Economics | Undergraduate Degree |
| Northern Illinois University | Graduate Degree |
| The Leonard N Stern School of Business | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Kopernik Global Investors LLC
Kopernik Global Investors LLC Investment ManagersFinance Kopernik Global Investors LLC (Kopernik) is a SEC-registered investment advisor headquartered in Tampa, Florida. The firm was founded by David Iben in 2013 and is principally owned by Kopernik Holdings LLC. Kopernik provides investment advisory services to individual and institutional clients on a discretionary and non-discretionary basis. | Finance |
| Merrill Lynch Global Wealth Management Group | |
KPMG LLP
KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Commercial Services |
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