SIMON ARRATA

Simon Arrata is an experienced Investment Professional with a wide range of leadership experiences as Chief Executive Officer, Investment Strategist and Head of Sales and Marketing. He has extensive knowledge of the China Capital Markets and served as expert in Industry panels and  business media. 

​

Mr. Arrata was the CEO of Harvest USA and key architect of the Fund's approach and strategy. Simon became the CEO of Harvest USA in February 2014. He joined the firm in May 2013 as Managing Director. Simon was responsible for all sales and marketing activities for Harvest’s investment products in the United States. He also led the firm’s product development and China educational efforts. He was previously a Senior Vice President at Fidelity Investments.

 

Some of Simon’s accomplishments during his 13 plus years at Fidelity include:

• Overseeing a large sales territory calling upon the firm’s top Registered Investment Advisor, Family Office, and Bank Trust departments (top clients typically had in excess of $1 billion AUM).

• Maintaining subject matter expertise in the firm’s mutual funds and managed money products.

• Managing $3 billion in assets for Fidelity’s high net worth clients prior to joining the firm’s Institutional Division.

 

Mr. Arrata received a Bachelor of Arts degree in political science from Hunter College in 1988 and a Juris Doctorate (JD) degree from New York Law School in 1993 and is a member in Good Standing of the NYS Bar Association. Mr. Arrata is a registered representative of Harvest Krane Investments with series 7, 63, 65 & 24 registration. He also has Health, Life & Disability insurance licenses