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Jacklyn Simon

Operations and Growth Manager

Jacklyn joined the team in 2021 as the Operations and Growth Manager where she oversees daily company operations and compliance. She is focused on the launch and successful growth of Nia’s innovative portfolio offerings.  Her passion for environmental sustainability and social justice drive her excitement for the Nia products.

Jacklyn has a wealth of experience supporting client needs. Prior to Nia, Jacklyn worked at the JOHCM Funds in various positions, most recently as a Regional Consultant covering the Northern, Southern, and Western territories.  She supported client and prospect needs and served as the initial touchpoint for new investors. Jacklyn grew up in Long Island, New York. She earned her BS from Marist College in New York where she majored in Finance with a minor in Economics.  She currently lives in New Paltz, just outside of New York City where she enjoys knitting, crocheting, and fostering animals in her spare time.

Jacklyn holds three FINRA registrations: Investment Company Product/Variable Contracts (Series 6), Securities Industry Essentials (SIE), and Uniform Securities Agent State Law (Series 63).

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