Chris Simcox Email & Phone Number

Minneapolis, Mn, Us

As a Private Wealth Advisor, I am responsible for providing comprehensive wealth management strategies tailored to my client's specific needs. These strategies encompass Investment Management, Private Banking, Trust and Estate Services, and Wealth Planning. I take the time to understand my client's needs and direct a team of specialists - often working closely with other client advisors, such as attorneys and accountants - to provide solutions that help my clients achieve their goals.

New York, Ny, Us

J.P. Morgan Private Bank offers a broad range of financial solutions utilizing the vast resources of the Bank and delivered by a select team of locally-based specialists to high net worth individuals and families in the Chicago area. We assist our clients in achieving their complex wealth management needs including; investment management, private banking, tailored lending, trust administration, charitable giving and wealth transfer strategies. J.P. Morgan utilizes superior service, coordination, and attention to detail to ensure that our client’s goals and priorities are understood and implemented.

London, Gb

Worked with high net worth individuals and families throughout the Midwest on a wide range of wealth management and specialist advisory services as a Private Banker at HSBC Private Bank. Leveraged the bank's global capabilities, resources, and expertise on the behalf of our clients.

New York, New York, Us

Financial Advisor at Bernstein Global Wealth Management. Advised affluent existing and prospective clients on retirement planning, wealth transfer, charitable giving, asset allocation and asset location.

New York, Ny, Us

Master Of Business Administration (Mba), Accounting And Finance

Bachelor Of Arts, Economics