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 @ PUREfi Wealth
2018 - 2023 President - Private Banking, Wealth and Trust @ Boston Private
2017 - 2018 Managing Director, Seaport Global Asset Management @ Seaport Global Holdings LLC
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2014 - 2016 Chief Executive Officer @ FusionIQ
2006 - 2012 Co-Head of US Private Wealth @ Credit Suisse
1988 - 2006 Managing Director - Global Private Client, Global Investment Banking @ Merrill Lynch

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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

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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 3 emails and 3 mobile phone numbers on RocketReach.

Paul Simons Emails

Found 3 emails

Paul Simons Phone Numbers

Found 6 phone numbers

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Others Named Paul Simons

Paul Simons

Chief Strategy Officer (CSO), Heritage Construction and Materials at The Heritage Group

Indianapolis, IN, US
2
- thgrp.com
- gmail.com
5+
- 617558XXXX
- 636239XXXX
- 641628XXXX
- 423753XXXX
- 641891XXXX
- 903815XXXX
Paul Simons

Supply Chain Manager at De La Rue

Bacup, GB
2
- hotmail.co.uk
- delarue.com
Paul Simons

Founding Director, Yale Emerging Climate Leaders Fellowship at Yale University

United States
3
- iea.org
- yale.edu
- hotmail.com
2
- 443205XXXX
- 202302XXXX
Paul Simons

Vice President at Lloyds Banking Group

Milford, CT, US
1
- lloydsbanking.com
1
- 203874XXXX

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Top PUREfi Wealth Employees

Paul Simons

Founder and CEO at PUREfi Wealth

Boston, MA, US
3
- me.com
- aol.com
- purefiwealth.com
5+
- 914484XXXX
- 914733XXXX
- 914698XXXX
- 617912XXXX
- 1.914733XXXX
- 1.914525XXXX
Charles Corkery

Wealth Advisor, Chief Administrative Officer at PUREfi Wealth

Boston, MA, US
1
- purefiwealth.com
3
- 203912XXXX
- 203912XXXX
- 617488XXXX
Nicole Bogert

Client Service Manager at PUREfi Wealth

Boston, MA, US
1
- purefiwealth.com
1
- 617488XXXX

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