Neal Simon Email & Phone Number
Board Member @ Soltis Investment Advisors
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Neal Simon Location
- Park City, UT, US
Neal Simon Work
- Board Member @ (August 2024 - Present)
- Board Member @ Exencial Wealth Advisors (May 2022 - Present)
- Senior Operating Advisor @ (July 2023 - November 2024)
- Board Member @ (September 2019 - September 2024)
- Advisor and Board Chairman @ (February 2020 - May 2021)
- CEO @ Bronfman Rothschild (now Wealthspire) (August 2015 - May 2019)
- Candidate for the U.S. Senate @ (February 2018 - November 2018)
- Founder and CEO @ Highline Wealth Management (September 2002 - August 2015)
- President @ (January 2001 - February 2007)
- Chairman and CEO @ USLaw (January 1999 - January 2001)
- Manager and COO @ William Kent International (January 1990 - January 1999)
Neal Simon Education
- The University of Chicago Booth School of Business
MBA with High Honors (Finance and Economics)
1993-1995 - Brown University
BA Magna Cum Laude (Applied Mathematics and Economics)
1986-1990
Neal Simon Skills
- Board Leadership
- CEO Succession
- Compensation Committee
- Corporate Governance
- Private Equity Governance
Neal Simon Summary
- Neal Simon, based in Park City, UT, US, is currently a Board Member at Soltis Investment Advisors. Neal Simon brings experience from previous roles at Exencial Wealth Advisors, LLR Partners, Savant Wealth Management and Empower. Neal Simon holds a 1993 - 1995 MBA with High Honors in Finance and Economics @ The University of Chicago Booth School of Business. With a robust skill set that includes Board Leadership, CEO Succession, Compensation Committee, Corporate Governance, Private Equity Governance and more. Neal Simon has 2 emails and 3 mobile phone numbers on RocketReach.
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