AeroLeads people directory · profile
Bruce Simon Email & Phone Number
Retired
at
none
1 work email found
@ballentinepartners.com
10 phones found area 617, 310, 424, 781, and 603
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Who is Bruce Simon? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Bruce Simon is listed as Retired based in Palm Beach Gardens, Florida, United States. AeroLeads shows a work email signal at ballentinepartners.com, phone signal with area code 617, 310, 424, 781, 603, and a matched LinkedIn profile for Bruce Simon.
Bruce Simon previously worked as Partner and Senior Investment Advisor at Ballentine Partners, Llc and Managing Director, Director of Portfolio Research at Ballentine Partners, Llc. Bruce Simon holds Mba, Applied Economics from The George Washington University School Of Business.
Company email context
Email format at none
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{first_initial}{last}@ballentinepartners.com
86% confidence
AeroLeads found 1 current-domain work email signal for Bruce Simon. Compare company email patterns before reaching out.
Profile bio
About Bruce Simon
Senior investment professional with more than 28 years experience in premier financial organizations, focused on the investment needs of wealthy families and small institutions. Experienced in all aspects of investment management, including asset allocation, security selection, manager due diligence, and risk management. Broad knowledge of both traditional and alternative asset classes. Strong leader, with extensive experience building and refining investment management teams and investment processes. Exceptional client communication skills in both small and large forums. Proven track record in identifying and developing creative responses to new market opportunities.
Listed skills include Investments, Asset Management, Alternative Investments, Asset Allocation, and 17 others.
Current workplace
Bruce Simon's current company
Company context helps verify the profile and gives searchers a useful next step.
10 roles · 39 years
Bruce Simon work experience
A career timeline built from the work history available for this profile.
Partner And Senior Investment Advisor
Current
Feb 2023 - Present
Managing Director, Director Of Portfolio Research
Jun 2016 - Apr 2023
Partner, Director Of Research
Ballentine Partners Llc
Mar 2016 - Apr 2023
Chief Investment Officer
City National Rochdale, Llc
Jan 2011 - Apr 2016
Chief Investment Officer
Ballentine Partners
Jun 2007 - Jan 2011
Managing Director
2002 - 2006
~4 yrs
Chief Investment Officer
Glenmede Trust Company
1994 - 2002
~8 yrs
Investment Manager
1991 - 1994
~3 yrs
Partner
Certus Financial Corporation
1987 - 1991
~4 yrs
2 education records
Bruce Simon education
Mba, Applied Economics
The George Washington University School Of Business
B.S., Marketing
Penn State University
FAQ
Frequently asked questions about Bruce Simon
Quick answers generated from the profile data available on this page.
What is Bruce Simon's role at their current company?
Bruce Simon is listed as Retired.
What is Bruce Simon's email address?
AeroLeads has found 1 work email signal at @ballentinepartners.com for Bruce Simon.
What is Bruce Simon's phone number?
AeroLeads has found 10 phone signal(s) with area code 617, 310, 424, 781, 603 for Bruce Simon.
Where is Bruce Simon based?
Bruce Simon is based in Palm Beach Gardens, Florida, United States.
What companies has Bruce Simon worked for?
Bruce Simon has worked for Ballentine Partners, Llc, Ballentine Partners Llc, City National Rochdale, Llc, Ballentine Partners, and Morgan Stanley.
How can I contact Bruce Simon?
You can use AeroLeads to view verified contact signals for Bruce Simon, including work email, phone, and LinkedIn data when available.
What schools did Bruce Simon attend?
Bruce Simon holds Mba, Applied Economics from The George Washington University School Of Business.
What skills is Bruce Simon known for?
Bruce Simon is listed with skills including Investments, Asset Management, Alternative Investments, Asset Allocation, Portfolio Management, Wealth Management, Management, and Hedge Funds.
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