Bruce Simpson Cfa Cfp Email & Phone Number | Investment experience in creating and managing diversified portfolios for private clients and small institutions. Channels include community bank, RIA, and broker-dealer. Background in equity analysis, investment writing and presentations, software-based financial planning, business development and client service.

Bruce Simpson Cfa Cfp

Investment experience in creating and managing diversified portfolios for private clients and small...
Glen Ellyn, Illinois, United States

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Bruce Simpson Cfa Cfp’s Email bjs@gimllc.com

Bruce Simpson Cfa Cfp’s Phone Numbers

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Bruce Simpson Cfa Cfp’s Location Glen Ellyn, Illinois, United States

Bruce Simpson Cfa Cfp’s Current Industry A Small Ria

Bruce Simpson Cfa Cfp’s Prior Industry Geneva Investment Management | William Blair | Oconnor Partnersswiss Bank

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Portfolio Manager

2014-02-01 00:00:00 - Present

Relationship Manager

2012-01-01 00:00:00 - 2014-01-01 00:00:00

Private Client Advisor

2008-03-01 00:00:00 - 2010-11-01 00:00:00

Business Analyst

1992-01-01 00:00:00 - 1997-01-01 00:00:00

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Bruce Simpson Cfa Cfp is a Investment experience in creating and managing diversified portfolios for private clients and small institutions. Channels include community bank, RIA, and broker-dealer. Background in equity analysis, investment writing and presentations, software-based financial planning, business development and client service.

Bruce Simpson Cfa Cfp has prior
experience in the following industries:
Geneva Investment Management | William Blair | Oconnor Partnersswiss Bank

Bruce Simpson Cfa Cfp has the following professional experience:
A Small Ria | Geneva Investment Management | William Blair | Oconnor Partnersswiss Bank