Simon Rourke is the Chief Investment Officer (CIO) and Chief Investment Strategist at WSMP VIII, where he leads the firm’s investment research and asset allocation strategy with a forward-looking and systematic approach. Since joining the firm in 2018, he has built WSMP VIII’s research framework and advisory model, transforming its “Fundamentals + Trends” philosophy into actionable investment solutions for high-net-worth clients.
With over two decades of experience in U.S. and North American equity markets, Simon combines deep market insight with innovation in artificial intelligence and data analytics. He has developed proprietary stock selection and risk management models that enhance portfolio efficiency and long-term performance. Known for his pragmatic, results-driven leadership, Simon emphasizes data, discipline, and transparency in every investment decision.
200 West Street,
New York, NY 10282
Office:+1(646)379-7565
Email:[email protected]
Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
WSMP VIII Client Relationship Summary
Securities offered through WSMP VIII Investment Holdings C, L.P. WSMP VIII is an SEC-registered investment company (CIK #0001956789), committed to transparent stewardship and disciplined research.
©2026 WSMP VIII Investment Holdings C, L.P. All Rights Reserved.