Paul Simons Email & Phone Number
Founder and CEO @ PUREfi Wealth
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Paul Simons Location
- Boston, MA, US
Paul Simons Work
- Founder and CEO @ (December 2023 - Present)
- President - Private Banking, Wealth and Trust @ (December 2018 - March 2023)
- Managing Director, Seaport Global Asset Management @ (May 2017 - November 2018)
- Chief Executive Officer @ (December 2014 - October 2016)
- Co-Head of US Private Wealth @ (October 2006 - July 2012)
- Managing Director - Global Private Client, Global Investment Banking @ (April 1988 - October 2006)
Paul Simons Education
- The Wharton School
Executive Leadership Program
2002-2004 - Duke University
Bachelor of Arts (BA) (Political Science)
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 Executive Leadership Program @ 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 4 mobile phone numbers on RocketReach.
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Top PUREfi Wealth Employees
Nicole Buckman
Client Service Manager
Boston, MA, US
Chris Roy
Senior Vice-President, Wealth Advisor
Boston, MA, US
Timothy Jones
Partner, Senior Wealth Advisor
Boston, MA, US
Paul Simons
Founder and CEO
Boston, MA, US
William Nichols
Partner, Business Development
New York, NY, US
Charlie Corkery
Wealth Advisor, Chief Administrative Officer
Boston, MA, US
George Ferrel
Wealth Advisor at PUREfi Wealth
Boston, MA, US
Drew Laguerre
PUREfi Wealth — Summer Analyst Intern
Harrisburg, PA, US
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