David Simon provides consulting services in finance and tax matters.

He specializes in international tax, securities litigation, valuation of intangibles, and analysis of high-frequency market data. He advises clients in all stages of commercial litigation, including class certification, affirmative and rebuttal reports, depositions, arbitration, and trial.

Dr. Simon holds a PhD and an MSc in finance. Before his career in consulting, he was director of Research at a hedge fund focusing on growth companies, where he headed equity research and trading execution.

Dr. Simon has experience in industries including online retail, telecommunications, semiconductors, software, pharmaceuticals, beverages, banking, mining, and construction. His research has appeared in peer-reviewed journals and has been selected for presentation at leading academic conferences.

Employment History

Equity Management Associates
Director of Research/head trader, 2010-2013
Research associate, 2007-2009

Areas of Expertise


Brandeis University
PhD, International Economics and Finance, 2013
MSc, International Economics and Finance, 2010

Colgate University
BA, Economics and Asian Studies, 2007


SAC Capital PhD Award for Excellence in Finance Research