![Paul Joseph Simon](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Paul Joseph Simon formerly worked at The Bank of New York Mellon Corp.
(Wealth Management), as Senior Director & Portfolio Manager, UBS Financial Services, Inc., as Principal, Tactical Allocation Group, LLC, as Chief Investment Officer, and Kidder Peabody, as Principal.
Mr. Simon received his undergraduate degree from Wayne State University (Michigan).
| Companies | Position | End |
|---|---|---|
Tactical Allocation Group, LLC
 Tactical Allocation Group, LLC Investment ManagersFinance Provides investment advice | Chief Investment Officer | 16/04/2015 |
The Bank of New York Mellon Corp. (Wealth Management)
 The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance BNY Mellon Wealth Management believes that consistently superior returns can be achieved through a focus on superior stock selection. The firm combines asset classes that unite long-term views, short-term insights and a robust design to help clients successfully achieve their goals in a variety of market environments. | Portfolio Manager-Equities | - |
Kidder Peabody
 Kidder Peabody Investment Banks/BrokersFinance Engaged in investment banking, brokerage and trading | Corporate Officer/Principal | - |
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium. | Corporate Officer/Principal | - |
Active
Inactive
Listed companies
Private companies
| Private companies | 5 |
|---|---|
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium. | Finance |
The Bank of New York Mellon Corp. (Wealth Management)
The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance BNY Mellon Wealth Management believes that consistently superior returns can be achieved through a focus on superior stock selection. The firm combines asset classes that unite long-term views, short-term insights and a robust design to help clients successfully achieve their goals in a variety of market environments. | Finance |
Tactical Allocation Group, LLC
Tactical Allocation Group, LLC Investment ManagersFinance Provides investment advice | Finance |
Wayne State University (Michigan)
 Wayne State University (Michigan) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Kidder Peabody
Kidder Peabody Investment Banks/BrokersFinance Engaged in investment banking, brokerage and trading | Finance |
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