Aaron Simmons Email & Phone Number
Senior Portfolio Manager @ Bradley, Foster & Sargent, Inc.
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Aaron Simmons Location
- Westerly, RI, US
Aaron Simmons Work
- Senior Portfolio Manager @ (April 2025 - Present)
- Senior Wealth Advisor @ (April 2024 - April 2025)
- Director of Investments @ (January 2011 - April 2024)
- VP Operations and Client Services @ StrategicPoint Investment Advisors & Progressive Financial Strategies (January 2004 - January 2011)
- Manager of Advisory Services @ StrategicPoint Investment Advisors & Progressive Financial Strategies (January 2002 - January 2004)
- Assistant Portfolio Manager @ StrategicPoint Investment Advisors & Progressive Financial Strategies (January 1999 - January 2002)
- Advisory Associate @ StrategicPoint Investment Advisors & Progressive Financial Strategies (January 1998 - January 1999)
Aaron Simmons Education
- Brown University
Bachelor's Degree (Business Economics and Organizational Behavior and Management)
1993-1997
Aaron Simmons Skills
- Portfolio Management
- Investments
- Financial Services
- Financial Advisory
- Wealth Management
- Financial Analysis
- Asset Management
- Finance
- Leadership
- Microsoft Office
- Strategic Planning
- Strategy
Aaron Simmons Summary
- Aaron Simmons, based in Westerly, RI, US, is currently a Senior Portfolio Manager at Bradley, Foster & Sargent, Inc.. Aaron Simmons brings experience from previous roles at Napatree Capital, The Washington Trust Company and StrategicPoint Investment Advisors & Progressive Financial Strategies. Aaron Simmons holds a 1993 - 1997 Bachelor's Degree in Business Economics and Organizational Behavior and Management @ Brown University. With a robust skill set that includes Portfolio Management, Investments, Financial Services, Financial Advisory, Wealth Management and more. Aaron Simmons has 2 emails and 2 mobile phone numbers on RocketReach.
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