Bert Simon Email & Phone Number

After 51 years in the work force, it's about time.

Provides comprehensive financial assessments and advice to members holding greater than $250,000 in investable assets.Develops, and delivers financial strategy solutions, including financial planning for retirement, investments, insurance, and estate events.

Responsible for business development for hedge funds, fund of funds, managed futures, commodities, private equity, and real estate investments in 17 midwestern states.

Responsible for sales and marketing activities for hedge funds, fund of funds, managed futures, private equity, real assets, real estate, and exchange funds. Covered the largest territory in the Morgan Stanley System, including 25 states and Puerto Rico.

Coordinated sales and marketing of mutual funds in various territories.Conducted, and organized public seminars for clients and prospective clients.

Handled sales, marketing, and training for the Dallas region (encompassing eight states).Helped develop New York training program in Managed Futures for Financial Advisors. Built sales and revenue to rank second out of eight regions.

Responsible for sales, marketing, and training activities in the Chicago and Dallas regions, including 19 states. Investment products represented included unit trusts, syndicate (new issues), and limited partnerships. Built regions into the top two unit trust regions in terms of sales and revenues.

Built and serviced a book of business of approximately 600 accounts with total assets under management of approximately $55,000,000. Accounts managed included retirement, 401(k), trusts, and business. Served as branch office sales manager for mutual funds, and unit trust. Leadership Member of the Morgan Stanley New York and Dallas training faculty.