Simon Neilson Email & Phone Number

Simon Neilson

Senior Vice President, Senior Portfolio Manager at Bank of America Private Bank | New York, New York, United States

Simon Neilson Socials
About Simon Neilson

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.

Simon Neilson Work
1 experience icon

Senior Vice President, Senior Portfolio Manager at Bank of America Private Bank in September 2022 to Present

2 experience icon

SVP Portfolio Manager - Fixed Income at HSBC in May 2019 to September 2022

3 experience icon

SVP Distressed / High Yield Trading at HSBC in January 2016 to May 2019

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Simon Neilson Skills

Fixed-Income Investing

Fixed Income Portfolio Management

Fixed Income Trading

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About Simon Neilson's Current Company
Frequently Asked Questions about Simon Neilson

What 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

Email Simon Neilson at [email protected]. This email is the most updated Simon Neilson email found in 2026.

Simon Neilson Phone Numbers

Simon Neilson phone number is +17193323909.
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