Simon Hay

Associate

+1 (312 )750-4404

About

Simon Hay is an Associate at Jefferies Private Wealth Management. He has worked in the financial services industry since graduating from the University of Nebraska–Lincoln where he earned a Bachelor of Science in Finance with a minor in Economics. Simon is currently pursuing the Chartered Financial Analyst® designation and is a CFA Level II candidate. Prior to joining Jefferies, Simon worked at Chicago based Hightower Advisors – one of the largest RIAs in the country – as a Portfolio Operations and Trading Analyst, where he traded equity SMA portfolios and executed active investment strategies across client accounts. His responsibilities included overseeing portfolio operations, ensuring accurate trade execution, and supporting portfolio management workflows, notably for their prominent Chief Investment Strategist, Stephanie Link. Simon began his career at TD Ameritrade as a financial services rep, gaining early client-facing and market‑focused experience. In his current role at Jefferies, Simon supports the Hall Team and their clients across portfolio management, trading, and day‑to‑day support. He assists with new account onboarding, performance and reporting inquiries, and ongoing operational needs. Simon brings a unique combination of analytical portfolio experience and a strong client‑service mindset, helping clients navigate their portfolios with clarity and confidence.

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