Simon A. Arrata

Personal Introduction

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 Capital Markets and served as expert in Industry panels and business media. Prior to founding Cooperative Financial, Mr. Arrata was the CEO of Harvest USA and key architect of the Company's US business approach and mutual fund strategies. At Harvest USA, 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. Prior to joining Harvest USA, Simon was a Senior Vice President at Fidelity Investments Institutional Services (FIIS) and an original member of the Division's National Accounts Group. 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 continuous Good Standing of the NYS Bar Association for 25 years. Mr. Arrata is a registered representative with series 7, 63, 65 & 24 registrations.