Priscilla Simon serves as Operations Director at Bernzott Capital Advisors, where she oversees the firm’s day-to-day operational processes and works closely with clients to help ensure a high level of service and responsiveness.
With more than 23 years of investment industry experience, Priscilla plays an integral role in supporting the firm’s operations, client relationships, and administrative functions. She is known for her attention to detail, organizational leadership, and commitment to delivering a smooth and personalized client experience.
Priscilla holds a B.A. in Child Development from California State University, Northridge.
Based in Camarillo, California.