Simon Smundak

Director of Research - Equity at Laird Norton Wetherby Wealth Management LLC

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Profile

Mr. Simon Smundak, CFA, is a Senior Director of Manager Research at Laird Norton Wetherby Wealth Management LLC.
He supports the firm’s investment, asset allocation and manager selection processes.
Applying over 20 years of experience in investment research and analysis, he leads the firm’s investment research process, including setting research priorities and overseeing the work of investment analysts across all asset classes, from public equities and fixed income to private market investments and hedge funds.
He joined the firm in 2008.
Mr. Smundak was previously employed as a Research Analyst by Cadogan Management LLC.
He received his B.A.
in Economics from New York University.

Simon Smundak active positions

Companies	Position	Start
Laird Norton Wetherby Wealth Management LLC Laird Norton Wetherby Wealth Management LLC Investment ManagersFinance Laird Norton Wetherby Wealth Management LLC (LNW) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Debra Lee Wetherby in 1990 and formerly known as Wetherby Asset Management, Inc. and Wetherby Asset Management LLC. They are owned by Laird Norton Wetherby Trust Co. LLC, a subsidiary of Laird Norton Enterprises, Inc. LNW provides investment and financial advisory services predominantly to wealthy individuals and families, as well as their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments.	Director of Research - Equity	-

All active positions of Simon Smundak

Former positions of Simon Smundak

Companies	Position	End
Cadogan Management LLC Cadogan Management LLC Investment ManagersFinance Founded in 1994 by Stuart Leaf, Cadogan Management LLC is a fund of hedge funds management firm located in New York City with an additional office in San Francisco. They manage the Arbiter Partners LP, the Aurora Borealis Fund LP, the Cadogan Alternative Strategies Fund Ltd., the Cadogan Opportunistic Alternatives Fund LLC, the Cadogan Partners LP and the Cadogan Ranunculus Fund LP.	Analyst-Equity	2006-12-30

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Training of Simon Smundak

New York University

Undergraduate Degree

Experiences
Positions held

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Inactive

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Private companies

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Linked companies

Private companies	2
Cadogan Management LLC Cadogan Management LLC Investment ManagersFinance Founded in 1994 by Stuart Leaf, Cadogan Management LLC is a fund of hedge funds management firm located in New York City with an additional office in San Francisco. They manage the Arbiter Partners LP, the Aurora Borealis Fund LP, the Cadogan Alternative Strategies Fund Ltd., the Cadogan Opportunistic Alternatives Fund LLC, the Cadogan Partners LP and the Cadogan Ranunculus Fund LP.	Finance
Laird Norton Wetherby Wealth Management LLC Laird Norton Wetherby Wealth Management LLC Investment ManagersFinance Laird Norton Wetherby Wealth Management LLC (LNW) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Debra Lee Wetherby in 1990 and formerly known as Wetherby Asset Management, Inc. and Wetherby Asset Management LLC. They are owned by Laird Norton Wetherby Trust Co. LLC, a subsidiary of Laird Norton Enterprises, Inc. LNW provides investment and financial advisory services predominantly to wealthy individuals and families, as well as their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments.	Finance