Bruce Simon
Partner and Senior Investment Advisor at Ballentine Partners, Llc
Based in Palm Beach Gardens, United States
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Seniority
C-Team
Department
Finance & Accounting
Location
Palm Beach Gardens
Industry
Financial Services
Company size
126
Contact information
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b•••••••@ballentinepartners.com
Phone
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Background
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.
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