James Simone Email
Senior Wealth Advisor @ Beacon Pointe
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James Simone Location
- Seattle, WA, US
James Simone Work
- Senior Wealth Advisor @ (September 2021 - Present)
- Financial Advisor @ Rainier Financial Group (November 2018 - September 2021)
- Financial Advisor @ (March 2017 - October 2018)
- Portfolio Manager @ (January 2014 - February 2016)
- Director of Research and Portfolio Manager @ (February 2006 - December 2013)
- Managing Director and Co-Chief Investment Officer @ Sound Capital Partners, Division of the Burridge Group LLC (January 2003 - January 2005)
- Founder and Managing Director @ Sound Capital Partners, Division of the Burridge Group LLC (January 1998 - January 2003)
- Analyst and Portfolio Manager @ Bank of America Capital Management (January 1994 - January 1998)
- Associate Analyst @ Bank of America Capital Management (January 1992 - January 1994)
- Assistant Portfolio Manager @ Security Pacific Bank S.A. (January 1988 - January 1992)
James Simone Education
- Brown University
(Football)
1984-1988
James Simone Summary
- James Simone, based in Seattle, WA, US, is currently a Senior Wealth Advisor at Beacon Pointe. James Simone brings experience from previous roles at Rainier Financial Group, Ameriprise Financial Services, Inc. and WHV. James Simone holds a 1984 - 1988 Brown University. James Simone has 1 emails on RocketReach.
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Top Beacon Pointe Employees
Shannon Eusey
CEO and Co-Founder
Newport Beach, CA, US
Mike Breller
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Newport Beach, CA, US
Mark Mathers
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Boston, MA, US
Chris Palermo
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Phoenix, AZ, US
James Davenport
Managing Director, Partner
Newport Beach, CA, US
Karisa Diephouse
Chief Operating Officer
Mission Viejo, CA, US
Tom Behr
Managing Director
Indianapolis, IN, US
Don Hertling
Managing Director, Partner
New York, NY, US
Chitra Staley
Managing Director
Waltham, MA, US
Jill Steinberg
Managing Director and Partner
Bala Cynwyd, PA, US
Michael Dow
Chief Investment Officer
Newport Beach, CA, US
David le
Chief Technology Officer and Wealth Advisor
Newport Beach, CA, US
Jon F.
Chief Financial Officer
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