Simon Brady CFP®, CETF®

Experience

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  Tradition

  Jan 1986 - Jan 2012

  ►Senior Management Executive and Derivatives Broker

  I was a currency options / equity derivatives broker and senior executive in London and New York. As a broker, I executed FX and equity transactions on behalf of the trading desks of all major financial institutions worldwide.As a senior company executive, I was Global Strategic Director of Foreign Exchange for the firm, primarily responsible for business development with major financial institutions in both Europe and North America.

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  Anglia Advisors

  Jul 2012 - now

  ► Founder and Principal, personal finance and investment consultant

  I founded Anglia Advisors to provide affordable, expert personal finance advice and investment consulting services, regardless of asset level. Using an hourly-based project-style model, my firm primarily caters to any individuals, couples and families in their early 20 to mid 40s, with additional sub-specialties of foreign nationals living and working in the U.S. and “suddenly single” people who are newly-divorced or widowed.

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  United Nations Federal Credit Union

  Feb 2015 - Jan 2016

  ► Director of Investment Services, ETF Specialist, Financial Advisor

  At UNFCU, I offered specialized fee-only financial planning and investment management advice as well as access through the credit union and its partners to retail banking, mortgage and international tax advisory services to US citizens, UN employees, green card holders and non-resident aliens located in the US without regard for minimum asset level, citizenship or visa type.I was the internal exchange-traded fund specialist, providing ETF resources and advice to fellow advisors. During my time at UNFCU, I conducted frequent presentations, speaking engagements and workshops on financial planning topics to financial and legal professionals, educational institutions, private audiences and the public. Show less