Joe Simpson
Lid van de Investeringscommissie bij Gresham Partners LLC
Profiel
Mr. Joseph C.
Simpson, CFA MBA, is a Partner & Portfolio Manager at Gresham Partners LLC.
Mr. Simpson is a senior member of Gresham’s Investment Team and a member of its Investment Committee, serving as a Portfolio Manager for its marketable strategies investment partnerships.
He uses his research, analytical and trading experience to identify, evaluate and help select compelling investment strategies and managers on a global basis.
His background in quantitative modeling was instrumental in developing the firm’s manager due diligence process and risk monitoring framework.
Mr. Simpson has experience in all aspects of Gresham’s investment platform, including overseeing all back-office functions of the firm’s investment.
Prior to joining Gresham, he was a Vice President in the Private Banking and Investment Group at Merrill Lynch, developing asset allocation, portfolio construction and manager selection strategies for the firm’s largest advisory groups.
He holds BS Finance from the University of Denver and earned his MBA Finance and International Business from the University of Michigan Business School.
Actieve functies van Joe Simpson
Bedrijven | Functie | Begin |
---|---|---|
Gresham Partners LLC
Gresham Partners LLC Investment ManagersFinance Gresham Partners LLC (Gresham) is an independent registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by David Salsburg and Ben Beavers in 1997. Gresham provides investment and wealth planning services to ultra-high net worth individuals, their families and family households, as well as their related trusts, estates, retirement plans, family offices, private trust companies, foundations and endowments. | Lid van de Investeringscommissie | 01-01-2017 |
Eerdere bekende functies van Joe Simpson
Bedrijven | Functie | Einde |
---|---|---|
Merrill Lynch & Co., Inc. | Corporate Officer/Principal | - |
Opleiding van Joe Simpson
University of Michigan | Masters Business Admin |
University of Denver | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
Bedrijven in privébezit | 2 |
---|---|
Gresham Partners LLC
Gresham Partners LLC Investment ManagersFinance Gresham Partners LLC (Gresham) is an independent registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by David Salsburg and Ben Beavers in 1997. Gresham provides investment and wealth planning services to ultra-high net worth individuals, their families and family households, as well as their related trusts, estates, retirement plans, family offices, private trust companies, foundations and endowments. | Finance |
Merrill Lynch & Co., Inc. | Finance |