Paul Joseph Simon
Portfolio Manager-Equities at The Bank of New York Mellon Corp. (Wealth Management)
Profile
Paul Joseph Simon is currently a Senior Director & Portfolio Manager at The Bank of New York Mellon Corp.
(Wealth Management) since 2017.
Prior to this, he worked as a Principal at UBS Financial Services, Inc., Tactical Allocation Group LLC, and Kidder Peabody.
He completed his undergraduate degree at Wayne State University (Michigan).
Paul Joseph Simon active positions
Companies | Position | Start |
---|---|---|
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. | Portfolio Manager-Equities | 01/08/2017 |
Former positions of Paul Joseph Simon
Companies | Position | End |
---|---|---|
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. | Chief Investment Officer | 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 | - |
Training of Paul Joseph Simon
Wayne State University (Michigan) | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 4 |
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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 |
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 |
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 |
Kidder Peabody | Finance |
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