simon

Simon Kasbari

Relationship Manager
Origin: Nazareth, Israel

Simon joined Noesis in 2026 as a Relationship Manager, bringing experience across wealth management, financial services, and client relationship management. His background includes working with high-net-worth individuals, families, and advisory teams at several leading financial institutions. Drawn to Noesis’ international perspective and fiduciary structure, Simon values the firm’s relationship-driven approach and its long-term commitment to helping clients navigate their financial lives with clarity and care.

Previous Experience:

  • J.P. Morgan Chase — Private Client Banker
  • UBS — Associate
  • AllianceBernstein — Private Wealth Associate
  • Morgan Stanley — Wealth Management Intern

Academic and Professional Education:

  • Hofstra University – B.B.A. in Finance
  • SIE
  • Series 7
  • Series 66
  • Currently Pursuing CFP® Certification

Languages Spoken:

  • English
  • Arabic
  • Spanish (conversational)

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