Mr. Simons is Head of SVB Access, a role in which he oversees cross-divisional client development, relationship management, and product development opportunities. He previously served as President of Private Banking, Wealth & Trust. With over 30 years of experience in the financial services sector, Mr. Simons has demonstrated expertise and leadership in virtually every aspect of financial services, including asset management, wealth management, financial technology, private banking, investment banking, family office and client relationship management.
From May 2017 to November 2018, Mr. Simons was a Managing Director of Seaport Global Holdings, an institutional securities firm, where he developed and launched Seaport Global Asset Management, a business to diversify the firm’s revenue streams and deliver bespoke managed investment solutions to wealthy families and related entities. Prior to joining Seaport, from December 2014 to October 2016, he served as provisional CEO for a start-up financial information and technology company. In this role, he led the delivery of a launch-ready comprehensive digital investment, capital markets origination, and advanced data and analytics platform for investors, advisors, financial institutions.
From 2006 to 2011, Mr. Simons held a range of positions with increasing responsibility at Credit Suisse, beginning with Managing Director, Head of Americas Client Solution Group, before becoming Managing Director, Co-Head of Private Banking USA, and ending with his promotion to Managing Director, Head of Americas Wealth Management Solutions, a position in which he was responsible for the management and development of onshore investment product and service platforms across North and South America. During his tenure at Credit Suisse, Mr. Simons also was an active member of the firm’s Global Executive Committee and Managing Director Evaluation Committee.
From 1988 to 2006, Mr. Simons held various positions at Merrill Lynch, including Managing Director, Global Markets and Investment Banking. He serves on the board of Intonation Music Workshop, a non-profit music education initiative directed towards underserved youth in the Chicago area, and as a trustee of Millbrook School, a private coeducational boarding school in Millbrook NY.
What is Paul M. Simons' net worth?
The estimated net worth of Paul M. Simons is at least $417,528.25 as of May 5th, 2021. Mr. Simons owns 28,307 shares of Boston Private Financial stock worth more than $417,528 as of April 23rd. This net worth estimate does not reflect any other investments that Mr. Simons may own. Additionally, Mr. Simons receives a salary of $729,510.00 as EVP at Boston Private Financial. Learn More about Paul M. Simons' net worth.
How old is Paul M. Simons?
Mr. Simons is currently 55 years old. There are 3 older executives and no younger executives at Boston Private Financial. The oldest executive at Boston Private Financial is Ms. Maura S. Almy, Exec. VP and Chief Operating & Platform Officer, who is 65 years old. Learn More on Paul M. Simons' age.
What is Paul M. Simons' salary?
As the EVP of Boston Private Financial Holdings, Inc., Mr. Simons earns $729,510.00 per year. There are 2 executives that earn more than Mr. Simons. The highest earning executive at Boston Private Financial is Mr. Anthony DeChellis, CEO, Pres & Director, who commands a salary of $1,390,000.00 per year. Learn More on Paul M. Simons' salary.
How do I contact Paul M. Simons?
Has Paul M. Simons been buying or selling shares of Boston Private Financial?
Paul M. Simons has not been actively trading shares of Boston Private Financial during the last ninety days. Most recently, Paul M. Simons sold 22,381 shares of the business's stock in a transaction on Wednesday, May 5th. The shares were sold at an average price of $15.10, for a transaction totalling $337,953.10. Following the completion of the sale, the executive vice president now directly owns 28,307 shares of the company's stock, valued at $427,435.70. Learn More on Paul M. Simons' trading history.
Who are Boston Private Financial's active insiders?
