Simon Jochlin of Morgan Stanley – Graystone Consulting is part of the Wealth Professional Canada Young Guns 2017.
International market specialist
STENNERZOHNY GROUP (MORGAN STANLEY)
Age: 33
Years in the industry: 9
Simon Jochlin is a prime example of the new breed of financial advisors that are driving innovation in the industry. A highly valued member of the StennerZohny team, it was Jochlin who introduced the concept of portfolio analytics to Richardson GMP. Simplifying statistics and probabilities for clients, his Moneyball approach to wealth management has given him a stellar reputation for advanced modelling techniques and for being able to break down complex financial data for clients in a straightforward way. Another specialty is alternative investing through private equity and hedged assets, where he believes “risk-conscious investing is needed most when market psychology becomes euphoric.”
STENNERZOHNY GROUP (MORGAN STANLEY)
Age: 33
Years in the industry: 9
Simon Jochlin is a prime example of the new breed of financial advisors that are driving innovation in the industry. A highly valued member of the StennerZohny team, it was Jochlin who introduced the concept of portfolio analytics to Richardson GMP. Simplifying statistics and probabilities for clients, his Moneyball approach to wealth management has given him a stellar reputation for advanced modelling techniques and for being able to break down complex financial data for clients in a straightforward way. Another specialty is alternative investing through private equity and hedged assets, where he believes “risk-conscious investing is needed most when market psychology becomes euphoric.”
