Unlock insights for your 2024 plan!
Join Aprio's Chief Investment Officer and Director of Aprio Family Office, Simeon Wallis, for an insightful look at economic trends that will impact your business and tax planning for the upcoming year.
September 28, 2023
5:30 – 8:00 p.m.
Hillwood Country Club
6201 Hickory Valley Road
Nashville, TN 37205
Don't miss this opportunity to shape 2024 wisely. RSVP now!
Meet Simeon Wallis
Simeon is the Chief Investment Officer of Aprio Wealth Management and the Director of Aprio Family Office. Simeon brings two decades of professional investing experience in publicly traded and privately held companies, as well as senior-level operating and strategy consulting experience. He wears many hats in developing investment strategies for Aprio investment clients’ global asset allocation, including providing coordination and due diligence of private deal investments. In addition, he delivers economic and capital market perspectives for clients and Aprio partners to guide strategic planning and lead the development and growth of Aprio Family Office.