Client Solutions Team

Our Client Solutions team is committed to helping advisors with their asset allocation process. Please feel free to connect with us to learn more about Simplify and how we can help you build better portfolios for your clients.
Shang Chou, CQF
Managing Director,
Investment Strategist
Bobbi Ivanova, CFA
Managing Director,
Investment Strategist
Brian Kelleher
Chief Revenue Officer
Ronja Lodmark
Senior Vice President,
Investment Strategist
Eric McArdle
Managing Director,
Advisor Solutions
Kris Patel, CFA
Senior Vice President,
Advisor Solutions
Jeff Stern
Senior Vice President,
Investment Strategist

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