Bruce Simon
Partner, Senior Investment Advisor at Ballentine Partners LLC
- Role
- Partner and Senior Investment Advisor at Ballentine Partners, LLC
- Location
- Palm Beach Gardens, FL, US
- LinkedIn followers
- 500 followers
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.
Experience
Partner and Senior Investment Advisor
Feb 2023 — Present · Palm Beach Gardens, FL, US
Education
Penn State University
B.S., Marketing
1974 — 1978
The George Washington University School of Business
MBA, Applied Economics
1978 — 1981
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