Simon Neilson
Senior Vice President, Senior Portfolio Manager at Bank of America Private Bank | New York, New York, United States
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Simon Neilson serves as a Senior Vice President and Senior Portfolio Manager at Bank of America Private Bank, where he leverages his extensive market knowledge to navigate the complexities of the fixed income landscape. With a robust background in both taxable and tax-free markets, Simon has honed his expertise in distressed credits and portfolio structuring, making him a key asset in the management of diverse investment portfolios. His deep understanding of the U.S. high-grade credit markets, coupled with several years of hands-on portfolio management experience, allows him to craft strategies that align with clients' financial goals while adapting to the ever-evolving market environment.
In his current role, Simon is responsible for developing and maintaining comprehensive portfolio strategies that encompass a broad range of asset classes, including fixed income, equities, and alternative investments. His collaborative approach ensures that he works closely with clients to formulate tailored solutions that address their unique investment needs. By utilizing his skills in investment banking, public finance, and hedge funds, Simon is adept at identifying opportunities that optimize returns while managing risk.
Throughout his career, Simon has demonstrated a commitment to excellence in investment policy and portfolio management, earning the trust of clients and colleagues alike. His proficiency in navigating the complexities of the bond market, combined with his Series 63 certification, positions him as a knowledgeable leader in the financial services industry. As he continues to drive innovative portfolio strategies at Bank of America Private Bank, Simon remains dedicated to delivering exceptional value and insights to his clients in an increasingly dynamic financial landscape.
Senior Vice President, Senior Portfolio Manager at Bank of America Private Bank in September 2022 to Present
SVP Portfolio Manager - Fixed Income at HSBC in May 2019 to September 2022
SVP Distressed / High Yield Trading at HSBC in January 2016 to May 2019
Head Of Fixed Income Trading at HSBC in June 2005 to May 2019
Municipal Trader at Advisors Asset Management, Inc. in January 2002 to June 2005
Investment Banking Analyst (Higher Education Sector) at George K. Baum & Company in April 2000 to May 2001
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Fixed-Income Investing
Fixed Income Portfolio Management
Fixed Income Trading
Fixed income
Investment Banking
Asset Allocation
Emerging Markets
Wealth Management
Investments
Bonds
Municipals
Corporates
Public Finance
Currency
Underwriting
Portfolio Management
Series 7
Series 63
Series 53
Municipal Bonds
Securities
Valuation
Hedge Funds
Finance
Banking
Trading
Bloomberg
Economics
Capital Markets
Equities
Structured Products
FINRA
Fixed Income
Financial Markets
Investment Strategies
Investment Policy
Trading Strategies
High Yield
Municipalities
Municipal Management
Municipal Politics
Municipal Budgeting
Asset Management
Project Management
Investment Valuation
Account Portfolio Management
Value Investing
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Discover more about Bank of America Private BankWhat is Simon Neilson email address?
Email Simon Neilson at [email protected]. This email is the most updated Simon Neilson email found in 2026.
What is Simon Neilson phone number?
Simon Neilson phone number is +17193323909.
How to contact Simon Neilson?
To contact Simon Neilson send an email to [email protected]. If you want to call Simon Neilson try calling on +17193323909. (updated on October 29, 2024)
What company does Simon Neilson work for?
Simon Neilson works for Bank of America Private Bank
What is Simon Neilson's role at Bank of America Private Bank?
Simon Neilson is Senior Vice President, Senior Portfolio Manager
What industry does Simon Neilson work in?
Simon Neilson works in the Financial Services industry.
Simon Neilson Email Addresses
Simon Neilson Phone Numbers
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