Simon Paterson , CFA

Associate Portfolio Manager

About

Simon Paterson is an associate portfolio manager on the US Large-Cap Equity Strategy in the Global Equity Division. He is a member of the Large-Cap Value Investment Advisory Committee. Simon is a vice president of T. Rowe Price Group, Inc.

Simon's investment experience began in 2004, and he has been with T. Rowe Price since 2020, beginning in the T. Rowe Price Associates U.S. Equity Division as an investment analyst. He covered aerospace and defense and multi-industry companies and was promoted to team lead in the industrials sector. Prior to this, Simon was employed by Brown Advisory as a partner, portfolio manager, and senior equity analyst in the industrials and materials sectors. Simon also was employed by MTB Investment Advisors, providing fundamental research coverage and co-management of its small-cap growth product.

Simon earned a master's degree in economics, with a concentration in finance and development economics, from Princeton University. He also earned a B.A. in arts, with a concentration in economics, and a B.S. in science, with a concentration in mathematics, from Queen’s University, Ontario. Simon also has earned the Chartered Financial Analyst® designation.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute. 

Education

  • M.Fin., Princeton University.
  • B.S., Queen’s University
  • B.A., Queen’s University
At a glance
Years at T.Rowe Price
5
Years of investment experience
22

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