Senior Leadership Team

Senior Leadership Team

Joseph W. Simon
Managing Director & Chief Financial Officer
New York

T: +1 212 883 3837

Joe Simon is a Managing Director and Chief Financial Officer of Moelis & Company. Mr. Simon has over 25 years of experience as a senior manager of financial controls, operations and strategy and has particular experience with financial services firms, most recently serving as CFO of Financial Security Assurance for seven years. While at Financial Security Assurance, Mr. Simon re-engineered the treasury and accounting areas to enhance the firm’s financial planning and analysis, allocation of capital and transparency of financial reporting. In addition, he led several financing transactions for the firm.

Prior to Financial Security Assurance, Mr. Simon worked at Cantor Fitzgerald where he served as CFO, Global Controller and Global Head of Operations. During his time at Cantor Fitzgerald, he managed a global accounting and operations team and established the firm’s treasury function. Before joining Cantor Fitzgerald in 1993, Mr. Simon was a Principal and Vice President of Fixed Income Product Control at Morgan Stanley. Mr. Simon has also served as CFO of IntraLinks and He began his career at Price Waterhouse.

Mr. Simon holds a B.S. from Cornell University and an M.B.A. from The University of Michigan. He is a Certified Public Accountant.