Simon Chung Email & Phone Number
Senior Vice President I Financial Advisor @ CAPTRUST
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Simon Chung Location
- Irvine, CA, US
Simon Chung Work
- Senior Vice President I Financial Advisor @ (January 2026 - Present)
- Vice President @ (March 2021 - January 2026)
- Senior Relationship Associate @ (July 2018 - March 2021)
- Private Wealth Manager @ (September 2016 - February 2017)
- Financial Advisor @ (May 2014 - September 2016)
- Investment Consultant @ (August 2012 - May 2014)
- Investment Counselor @ (July 2011 - August 2012)
Simon Chung Education
- University of California, Irvine - The Paul Merage School of Business
M.B.A.
2006-2009 - University of California, Irvine
B.A. (Economics)
1996-2000
Simon Chung Skills
- Portfolio Management
- Financial Advisory
- Management
- Investments
- Finance
- Retirement
- Financial Analysis
- Strategy
- Retirement Planning
- Wealth Management
- Financial Planning
Simon Chung Summary
- Simon Chung, based in Irvine, CA, US, is currently a Senior Vice President I Financial Advisor at CAPTRUST. Simon Chung brings experience from previous roles at Alpha Cubed Investments, LLC, Churchill Management Group, Creative Planning Inc. and Ameriprise Financial Services, Inc.. Simon Chung holds a 2006 - 2009 M.B.A. @ University of California, Irvine - The Paul Merage School of Business. With a robust skill set that includes Portfolio Management, Financial Advisory, Management, Investments, Finance and more. Simon Chung has 1 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Simon Chung?
Find contact details for 700 million professionals.
Others Named Simon Chung
Simon Chung
Chief Operating Officer
Kuala Lumpur, Wilayah Persekutuan Kuala Lumpur, MY
Simon Chung
Senior Vice President I Financial Advisor
Irvine, CA, US
Simon Chung
Network Engineer
Fremont, CA, US
Simon Chung
Research Director
Hong Kong
Top CAPTRUST Employees
Scott Matheson
Managing Director, Head of Client Solutions
Durham, NC, US
Jon Meyer
Chief Technology Officer
Raleigh, NC, US
Christina Markell-Balleza
Managing Director | General Counsel
San Antonio, TX, US
Robert Miller
Chief Financial Officer
Raleigh, NC, US
Ben Goldstein
President
Raleigh, NC, US
Heather Darcy
Vice President | Financial Advisor
Raleigh, NC, US
Wat Keys
VP and Financial Advisor
Raleigh, NC, US
Patrick Flint
Senior Vice President, Financial Advisor
Raleigh, NC, US
Emma Marlatt
Vice President of Business Development
Raleigh, NC, US
Megan Loftin
Vice President | Financial Advisor
Raleigh, NC, US
Joshua Isley
Vice President | Financial Advisor
Raleigh, NC, US
Michael Wunderli
Managing Director | Head of Mergers and Acquisitions
Redondo Beach, CA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co