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Joe Simpson
Membre du Comité d'Investissement chez Gresham Partners LLC
Profil
Mr. Joseph C.
Simpson, CFA MBA, is a Partner & Portfolio Manager at Gresham Partners LLC.
Mr. Simpson is a senior member of Gresham’s Investment Team and a member of its Investment Committee, serving as a Portfolio Manager for its marketable strategies investment partnerships.
He uses his research, analytical and trading experience to identify, evaluate and help select compelling investment strategies and managers on a global basis.
His background in quantitative modeling was instrumental in developing the firm’s manager due diligence process and risk monitoring framework.
Mr. Simpson has experience in all aspects of Gresham’s investment platform, including overseeing all back-office functions of the firm’s investment.
Prior to joining Gresham, he was a Vice President in the Private Banking and Investment Group at Merrill Lynch, developing asset allocation, portfolio construction and manager selection strategies for the firm’s largest advisory groups.
He holds BS Finance from the University of Denver and earned his MBA Finance and International Business from the University of Michigan Business School.
Postes actifs de Joe Simpson
Sociétés | Poste | Début |
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Gresham Partners LLC
![]() Gresham Partners LLC Investment ManagersFinance Gresham Partners LLC (Gresham) is an independent registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by David Salsburg and Ben Beavers in 1997. Gresham provides investment and wealth planning services to ultra-high net worth individuals, their families and family households, as well as their related trusts, estates, retirement plans, family offices, private trust companies, foundations and endowments. | Membre du Comité d'Investissement | 01/01/2017 |
Anciens postes connus de Joe Simpson
Sociétés | Poste | Fin |
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Merrill Lynch & Co., Inc. | Corporate Officer/Principal | - |
Formation de Joe Simpson
University of Michigan | Masters Business Admin |
University of Denver | Undergraduate Degree |
Expériences
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Sociétés liées
Entreprise privées | 2 |
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Gresham Partners LLC
![]() Gresham Partners LLC Investment ManagersFinance Gresham Partners LLC (Gresham) is an independent registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by David Salsburg and Ben Beavers in 1997. Gresham provides investment and wealth planning services to ultra-high net worth individuals, their families and family households, as well as their related trusts, estates, retirement plans, family offices, private trust companies, foundations and endowments. | Finance |
Merrill Lynch & Co., Inc. | Finance |