Paul Simons

Paul Simons

No headline available | Boston, Massachusetts, United States

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Work Experience

SVB Private

Head of SVB Access

2021-07-01 — 2023-03-01

Boston Private

President - Private Banking, Wealth & Trust

2018-12-01 — 2021-07-01

Seaport Global Holdings LLC

Managing Director, Seaport Global Asset Management

2017-05-01 — 2018-11-01

FusionIQ

Chief Executive Officer

2014-12-01 — 2016-10-01

Credit Suisse

Co-Head of US Private Wealth

2006-10-01 — 2012-07-01

Merrill Lynch

Managing Director - Global Private Client, Private Banking, Global Investment Banking

1988-04-01 — 2006-10-01

PUREfi Wealth

Founder & CEO

— Present

Skills

wealth planning investments investment advisory services financial planning wealth management wealth advisory multigenerational wealth transfer estate planning corporate executive services business succession planning

Languages

No languages available.