Simon Reeves

Chief Executive Officer

TideRock Financial

 

Simon brings 25 years of investment experience to his role as Founder and Chief Executive Officer of TideRock Financial. He specializes in advising high-net worth individuals and families to help them achieve their long-term investment goals, including estate and heritage planning.

As a former trader on the floor of the American Stock Exchange, Simon utilizes his unique investment insight to create globally diversified, tax-efficient portfolios based on solid academic research and an in-depth analysis of economic, political, and social developments around the world. His clients include current and former professionals at the top of their respective fields, including CEOs, entrepreneurs, hedge fund managers, accountants and attorneys.

Simon currently serves on the Board of the Economic Self-Sufficiency Policy Research Institute at the University of California, Irvine, and is a frequent speaker on topics related to global markets and investing at regional and national events. For several years, he served on the Board of Directors of Saddleback Memorial Foundation and, as a member of the Board’s Investment Committee, helped one of Orange County’s leading non-profit hospital systems to invest its substantial portfolio and further its mission.

Prior to becoming an independent wealth manager, Simon was the Founder and President of his own options trading company on the floor of the American Stock Exchange in New York City. There he generated significant profits utilizing risk-averse trading strategies, eventually expanding his company to include traders on the floors of the American Stock Exchange, Chicago Board of Trade and Philadelphia Stock Exchange. As a member of the American Stock Exchange from 1994 to 2002, Simon served as a market maker for some of the Exchange’s most active listings, including Yahoo, Intel, Phillip Morris, and others.

In addition to his options trading career, Simon has enjoyed being a part-time entrepreneur, real estate and venture capital investor. He is a former nationally-ranked chess expert and competitive backgammon player, and believes this understanding of game theory allows him to better assess the risk/reward equation inherent in every investment.

Simon holds a Bachelor of Arts degree from the University of Michigan with an emphasis on Global Economics. He is also a licensed insurance broker in the state of California (CA Insurance License #0E09410).

Born and raised in New York City, he now enjoys living in Orange County, Calif. with his wife and three children.

Jennifer Hendricks, MBA

Senior Analyst

 

Jennifer Hendricks brings an extensive background in financial reporting and analysis to her role as Senior Analyst at TideRock Financial.

Prior to joining TideRock Financial, Jennifer spent nearly a decade as a Financial Analyst at Deutsche Bank, a global banking and financial services company, where she specialized in mortgage backed securities.

Jennifer earned a Bachelor of Science degree in Business Administration with a concentration in Finance from California Polytechnic State University in San Luis Obispo, and earned a Master’s in Business Administration from Pepperdine University.

Ingrid Garay

Client Services Manager

 

Ingrid Garay brings 20 years of operations experience in the private equity, real estate, and wealth management industries to her current role as Client Services Manager for TideRock Financial. She takes pride in handling the operational needs of the firm as well as seamlessly executing client strategies to help achieve their financial goals. Her top priority is ensuring a successful, stress-free client experience at TideRock Financial.

Growing up in a military household, Ingrid has had the opportunity to live in multiple countries. She studied International Business at San Francisco State University and holds insurance brokerage licenses in Maryland, Washington, D.C., Virginia, and California.