Bruce Simon Email & Phone Number

Retired @ None

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Bruce Simon Location

Durham, NC, US

Bruce Simon Work

2025 - now Retired
2023 - 2025 Partner and Senior Investment Advisor @ Ballentine Partners, LLC
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2016 - 2023 Managing Director, Director of Portfolio Research @ Ballentine Partners, LLC

2016 - 2023 Partner, Director of Research @ Ballentine Partners LLC
2011 - 2016 Chief Investment Officer @ City National Rochdale, LLC
2007 - 2011 Chief Investment Officer @ Ballentine Partners
2002 - 2006 Managing Director @ Morgan Stanley
1994 - 2002 Chief Investment Officer @ Glenmede Trust Company
1991 - 1994 Investment Manager @ Wells Fargo
1987 - 1991 Partner @ Certus Financial Corporation

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Bruce Simon Education

The George Washington University School of Business
MBA, Applied Economics (Applied Economics)
1978 - 1981
Penn State University
B.S., Marketing (Marketing)
1974 - 1978

Bruce Simon Skills

Management
Alternative Investments
Investments

Asset Allocation
Portfolio Management
Wealth Management
Fixed Income
Strategic Financial Planning
Investment Management
Hedge Funds

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Bruce Simon Summary

Bruce Simon, based in Durham, NC, US, is currently a Retired at none. Bruce Simon brings experience from previous roles at Ballentine Partners, LLC, Ballentine Partners LLC and City National Rochdale, LLC. Bruce Simon holds a 1978 - 1981 MBA, Applied Economics in Applied Economics @ The George Washington University School of Business. With a robust skill set that includes Management, Alternative Investments, Investments, Asset Allocation, Portfolio Management and more. Bruce Simon has 3 emails and 1 mobile phone numbers on RocketReach.

Bruce Simon Emails

Found 3 emails

Bruce Simon Phone Numbers

Found 6 phone numbers

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