Joined Northern Trust
- Registered Investment Advisor
- FINRA securities license series 7, 63, and 66
My passion is focused on helping individuals and families. "Success" for Jerry, is defined by our client's successful achievement of their family goals and objectives. Northern Trust provides fiduciary services, advice and holistic wealth management, in an environment that is totally free of conflicts of interest.
Prior to joining Northern Trust, Mr. Simon was a founding senior officer of Tanglewood Bank, serving 13 years as Executive Vice President, Chief Financial Officer and President of the bank's broker dealer subsidiary, until the bank was acquired by Northern Trust in 1995.
Jerry serves as a member of the Board of Directors for the following organizations:
- The University of TX - MD Anderson Cancer Center, Board of Visitors
- Methodist Hospital System
- Center for Performing Arts Medicine
- The Lone Star Flight Museum
Mr. Simon also serves as:
- Trustee, Houston Symphony Endowment
- Trustee Emeritus, Goodwill Industries of Houston
- Advisory Board Member, HSPVA Friends Mr.
Simon has served on the faculty of the Southwestern Graduate School of Banking, at Southern Methodist University, Dallas, Board of Trustees for The Center for Hearing and Speech, Director, Junior Achievement of Southeast Texas, The Post Oak YMCA, The Menil Collection Corporate Council, Vice Chairman of Deacons of Second Baptist Church, Governing Director and Member of the Executive Committee for Houston Symphony and the Executive Committee of Stehlin Foundation for Cancer Research. Jerry and his wife Lisa, are also very involved in our local community and have chaired many events; most recently serving as Co-Chairs for the Memorial Hermann Foundation, The American Heart Association and the Houston Symphony and annual galas raising $8.5 million, $1.6 million and $1.8million, respectively.
Mr. Simon is a Vietnam-era veteran and served three years as a paratrooper in the elite 82nd Airborne Division of the United States Army.