Paul Simons
Founder & CEO at PUREfi Wealth | Boston, Massachusetts, United States
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Founder & CEO at PUREfi Wealth in December 2023 to Present
President - Private Banking, Wealth & Trust at Boston Private in December 2018 to March 2023
Managing Director, Seaport Global Asset Management at Seaport Global Holdings LLC in May 2017 to November 2018
Chief Executive Officer at FusionIQ in December 2014 to October 2016
Co-Head of US Private Wealth at Credit Suisse in October 2006 to July 2012
Managing Director - Global Private Client, Global Investment Banking at Merrill Lynch in April 1988 to October 2006
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Duke University, Bachelor of Arts (BA), Political Science, January 1983 to January 1987
University of Pennsylvania - The Wharton School, Executive Leadership Program, January 2002 to January 2004
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Financial Planning
Financial Advisory
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)
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What company does Paul Simons work for?
Paul Simons works for PUREfi Wealth
What is Paul Simons's role at PUREfi Wealth?
Paul Simons is Founder & CEO
What is Paul Simons's personal email address?
Paul Simons's personal email address is pa****[email protected]
What is Paul Simons's business email address?
Paul Simons's business email address is paul.simons@***.***
What is Paul Simons's Phone Number?
Paul Simons's phone (413) ***-*152
What industry does Paul Simons work in?
Paul Simons works in the Financial Services industry.
Paul Simons Email Addresses
Paul Simons Phone Numbers
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