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Paul Joseph Simon
Gestionnaire de Portefeuille-Actions chez The Bank of New York Mellon Corp. (Wealth Management)
Postes actifs de Paul Joseph Simon
Sociétés | Poste | Début | Fin |
---|---|---|---|
The Bank of New York Mellon Corp. (Wealth Management)
![]() The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Gestionnaire de Portefeuille-Actions | 01/08/2017 | - |
Historique de carrière de Paul Joseph Simon
Anciens postes connus de Paul Joseph Simon
Sociétés | Poste | Début | Fin |
---|---|---|---|
Tactical Allocation Group LLC
![]() Tactical Allocation Group LLC Investment ManagersFinance Founded in 1988 by James Peters, Tactical Allocation Group LLC is a registered investment advisor located in Birmingham, Michigan. | Directeur en chef des Investissements | - | 16/04/2015 |
Membre du Comité d'Investissement | - | 16/04/2015 | |
Gestionnaire de Portefeuille-Actions | - | 16/04/2015 | |
Kidder Peabody | Corporate Officer/Principal | - | - |
UBS Financial Services, Inc.
![]() UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Corporate Officer/Principal | - | - |
Formation de Paul Joseph Simon
Wayne State University (Michigan) | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 6 |
Opérationnelle
Portfolio Manager-Equities | 2 |
Corporate Officer/Principal | 2 |
Chief Investment Officer | 1 |
Sectorielle
Finance | 5 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 4 |
---|---|
Tactical Allocation Group LLC
![]() Tactical Allocation Group LLC Investment ManagersFinance Founded in 1988 by James Peters, Tactical Allocation Group LLC is a registered investment advisor located in Birmingham, Michigan. | Finance |
UBS Financial Services, Inc.
![]() UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |
Kidder Peabody | Finance |
The Bank of New York Mellon Corp. (Wealth Management)
![]() The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Finance |
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