Hong-Tsun Simon, CFA
Senior Wealth Manager
Hong-Tsun Simon, CFA is a Senior Wealth Manager at MONTAG Wealth Management. She brings more than 30 years of investment experience serving both families and institutions, and specializes in helping clients achieve long-term financial objectives with disciplined portfolio management, thoughtful planning, and a client-first approach.
Before joining MONTAG in 2026, Hong-Tsun spent decades working with high-net-worth families and institutional clients. Her background includes extensive experience navigating trust and estate–related investment and planning matters, tax and wealth preservation considerations, and multigenerational wealth strategies. Her deep familiarity with the complexities of family wealth, combined with a disciplined, research-driven investment philosophy and the CFA credential, position her to guide clients through both growth and preservation phases of their financial lives.
At MONTAG, Hong-Tsun works closely with clients to create personalized investment strategies, coordinate with fiduciary and financial planning professionals for estate and legacy matters, and support long-term wealth stewardship.
Personal & Civic Affiliations
Member, CFA Institute
Member, CFA Society, Atlanta
Education
- MBA, Xavier University, Cincinnati
- B.A., International Economics, American University of Paris