Paul Simons Email & Phone Number
Founder and CEO @ PUREfi Wealth
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Paul Simons Location
- Boston, MA, US
Paul Simons Work
- 2023 - now Founder and CEO @
- 2018 - 2023 President - Private Banking, Wealth and Trust @
- 2017 - 2018 Managing Director, Seaport Global Asset Management @
- 2014 - 2016 Chief Executive Officer @
- 2006 - 2012 Co-Head of US Private Wealth @
- 1988 - 2006 Managing Director - Global Private Client, Global Investment Banking @
Paul Simons Education
- The Wharton School 2002 - 2004
- Duke University 1983 - 1987
- Millbrook School 1979 - 1983
Paul Simons Skills
- Portfolio Management
- Recruiting
- Team Leadership
- Strategy
- Business Development
- Fundraising
- Wealth Management Services
- Executive Management
- Start-ups
- Leadership
- Business Strategy
- Asset Management
- Wealth Management
- Financial Services
- Investment Management
- Investment Banking
- Finance
- Securities
- Investments
- Venture Capital
- Private Banking
- Equities
- Asset Allocation
- Management
- FinTech
- ETFs
- Financial Technology
- Executive Leadership
- Private Equity
- Mergers & Acquisitions (M&A)
- Financial Structuring
- Structured Finance
- Trading
- Emerging Markets
- Risk Management
- Corporate Finance
- Financial Modeling
- Public Speaking
- Customer Service
Paul Simons Summary
- Paul Simons, based in Boston, MA, US, is currently a Founder and CEO at PUREfi Wealth. Paul Simons brings experience from previous roles at Boston Private, Seaport Global Holdings LLC, FusionIQ and Credit Suisse. Paul Simons holds a 2002 - 2004 The Wharton School. With a robust skill set that includes Portfolio Management, Recruiting, Team Leadership, Strategy, Business Development and more. Paul Simons has 4 emails and 3 mobile phone numbers on RocketReach.
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Top PUREfi Wealth Employees
Nicole Bogert
Client Service Manager
Boston, MA, US
Paul Simons
Founder and CEO
Boston, MA, US
Charlie Corkery
Wealth Advisor, Chief Administrative Officer
Boston, MA, US
Alexandra Bean
Co-Founder
Darien, CT, US
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