Jerry Simon
Managing Director at Northern Trust
- Role
- Senior Vice President and Managing Director at Northern Trust
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Jerry Simon
During my 25+ year tenure as Managing Director for Northern Trust, I have had the honor…
Experience
Senior Vice President and Managing Director
Jan 1995 — Present
My previous responsibilities included management of the Wealth Strategies Group for Northern Trust\'s wealth management practice in Texas (Houston, Dallas and Austin) and serving as a member of the senior management committee for the state from - 2009.
Skills
- Equities
- Financial Advisory
- Trust
- Uniform Combined State Law
- Options
- Trust and Estate Services
- Fixed Income
- Capital Markets
- Series 7
- Retirement Planning
- Finra
- Wealth Transfer Planning
- Financial Planners
- Investment Advisory
- Investment Management
- Etfs
- Philanthropy
- Wealth Management
- Personal Financial Planning
- Retirement
- Bonds
- Strategic Financial Planning
- Hedge Funds
- Trading
- Wealth Management Services
- Estate Law
- Family Office
- Asset Allocation
- Banking
- Trust Services
- Series 63
- Credit
- Finance
- Securities
- Investments
- Estate Planning
- Wealth
- Private Banking
- Asset Management
- Investment Strategies
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