Profile
Ms. Lily Simo is Head of Marketing & Client Services at Evermore Global Advisors LLC.
Prior to joining Evermore, she began her career at Mutual Series Funds, where she was head of shareholder servicing and the relationship manager for the funds' third party transfer agent.
After the acquisition of Mutual Series by Franklin Resources, she became vice president of sales and marketing for Franklin Mutual Advisers.
From 2000 to 2003, she was director of operations and client services for Marcstone Capital Management.
From 2003 to 2005, she served as vice president of investor relations and business development at Axia Capital.
From 2005 to 2009, she was vice president of investor relations and business development at MarCap Investors.
Former positions of Lily Simo
| Companies | Position | End |
|---|---|---|
Axia Capital Partners LLC
 Axia Capital Partners LLC Investment ManagersFinance Axia Capital Partners LLC (Axia Capital Partners) is a private equity firm founded in 2003 by James Pelusi and Peter Hunter. The firm is headquartered in Boston, Massachusetts. | Corporate Officer/Principal | 2009-12-29 |
MarCap Investors LP
 MarCap Investors LP Investment ManagersFinance Founded in 2004 by Davis E. Marcus, MarCap Investors is a hedge fund company located in Summit, New Jersey | Sales & Marketing | - |
Franklin Mutual Advisers LLC
 Franklin Mutual Advisers LLC Investment ManagersFinance Franklin Mutual Advisers LLC (FMA) is a SEC-registered investment advisor headquartered in Short Hills, New Jersey. The firm was founded in 1999 and is a wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN). FMA provides investment advisory and portfolio management services under investment management agreements with one or more US- and non-US-registered open-end funds and pooled investment vehicles that are sold outside the US. | Sales & Marketing | - |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Franklin Mutual Advisers LLC
Franklin Mutual Advisers LLC Investment ManagersFinance Franklin Mutual Advisers LLC (FMA) is a SEC-registered investment advisor headquartered in Short Hills, New Jersey. The firm was founded in 1999 and is a wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN). FMA provides investment advisory and portfolio management services under investment management agreements with one or more US- and non-US-registered open-end funds and pooled investment vehicles that are sold outside the US. | Finance |
MarCap Investors LP
MarCap Investors LP Investment ManagersFinance Founded in 2004 by Davis E. Marcus, MarCap Investors is a hedge fund company located in Summit, New Jersey | Finance |
Axia Capital Partners LLC
Axia Capital Partners LLC Investment ManagersFinance Axia Capital Partners LLC (Axia Capital Partners) is a private equity firm founded in 2003 by James Pelusi and Peter Hunter. The firm is headquartered in Boston, Massachusetts. | Finance |
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