Profil
Mr. Paul M.
Simons is a Founder & Chief Executive Officer at PUREfi Wealth LLC.
He is on the Board of Directors at Credit Union 1 (Illinois), Music Workshop and Millbrook School.
Mr. Simons was previously employed as a President-Private Banking & Executive VP by Boston Private Bank & Trust Co., an EVP & President-Private Banking, Wealth & Trust by Boston Private Financial Holdings, Inc., a Managing Director by Seaport Global Holdings LLC, a Managing Director by Credit Suisse Group AG, and a MD-Global Markets & Investment banking by Merrill Lynch & Co., Inc.
He received his undergraduate degree from Duke University.
Aktiva positioner av Paul Simons
| Företag | Position | Start |
|---|---|---|
Millbrook School
Millbrook School Millbrook School is a coeducational, college preparatory boarding school for grades 9-12 located on an 800-acre campus. Millbrook School fosters student growth through signature programs like the culminating experience for seniors, where students undertake projects in community service, arts, athletics, and leadership. The private company is based in Millbrook, NY. The school emphasizes core values including curiosity, respect, integrity, environmental stewardship, and service to others. It offers a rigorous academic program complemented by competitive athletics, fine and performing arts, community service, and leadership opportunities within a diverse and inclusive community. A distinctive feature is the AZA-accredited Trevor-Lovejoy Zoo, which houses over 170 exotic and indigenous animals and serves as a hands-on learning center for conservation education and wildlife management. The school integrates environmental responsibility through sustainable practices such as solar energy use, green building initiatives, and a goal of carbon neutrality. The school provides resources including academic support, college counseling, summer programs, off-campus learning experiences, a school store, livestreams of athletic events, and a calendar of community and alumni activities. | Direktör/Styrelseledamot | - |
Music Workshop
Music Workshop Other Consumer ServicesConsumer Services Music Workshop is an American company. 'The company is based in New York. | Direktör/Styrelseledamot | - |
Credit Union 1 (Illinois)
Credit Union 1 (Illinois) Savings BanksFinance Operates as a state chartered credit union | Direktör/Styrelseledamot | - |
Tidigare kända positioner av Paul Simons
| Företag | Position | Slut |
|---|---|---|
Seaport Global Holdings LLC
Seaport Global Holdings LLC Packaged SoftwareTechnology Services Operates as an sales and trading platform | Verkställande Direktör | 2018-11-01 |
| CREDIT SUISSE GROUP AG | Företagsledare/Principal | 2011-01-01 |
Merrill Lynch & Co., Inc.
Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Företagsledare/Principal | 2006-01-01 |
Boston Private Bank & Trust Co.
Boston Private Bank & Trust Co. Regional BanksFinance Provides banking and wealth management services | Företagsledare/Principal | - |
| BOSTON PRIVATE FINANCIAL HOLDINGS, INC. | Företagsledare/Principal | - |
Paul Simonss utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
Första gradens relationer
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 9 |
|---|---|
Boston Private Financial Holdings, Inc.
Boston Private Financial Holdings, Inc. Regional BanksFinance Operates as a bank holding company with interests in providing banking and wealth management services | Finance |
Credit Suisse Group AG
Credit Suisse Group AG Investment Banks/BrokersFinance Provides investment banking, advisory, wealth and asset management services | Finance |
Boston Private Bank & Trust Co.
Boston Private Bank & Trust Co. Regional BanksFinance Provides banking and wealth management services | Finance |
Duke University
Duke University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Credit Union 1 (Illinois)
Credit Union 1 (Illinois) Savings BanksFinance Operates as a state chartered credit union | Finance |
Millbrook School
Millbrook School Millbrook School is a coeducational, college preparatory boarding school for grades 9-12 located on an 800-acre campus. Millbrook School fosters student growth through signature programs like the culminating experience for seniors, where students undertake projects in community service, arts, athletics, and leadership. The private company is based in Millbrook, NY. The school emphasizes core values including curiosity, respect, integrity, environmental stewardship, and service to others. It offers a rigorous academic program complemented by competitive athletics, fine and performing arts, community service, and leadership opportunities within a diverse and inclusive community. A distinctive feature is the AZA-accredited Trevor-Lovejoy Zoo, which houses over 170 exotic and indigenous animals and serves as a hands-on learning center for conservation education and wildlife management. The school integrates environmental responsibility through sustainable practices such as solar energy use, green building initiatives, and a goal of carbon neutrality. The school provides resources including academic support, college counseling, summer programs, off-campus learning experiences, a school store, livestreams of athletic events, and a calendar of community and alumni activities. | |
Merrill Lynch & Co., Inc.
Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
Seaport Global Holdings LLC
Seaport Global Holdings LLC Packaged SoftwareTechnology Services Operates as an sales and trading platform | Technology Services |
Music Workshop
Music Workshop Other Consumer ServicesConsumer Services Music Workshop is an American company. 'The company is based in New York. | Consumer Services |
















