Matt Simi

Matt Simi

Senior Vice President, Senior Portfolio Manager, Financial Advisor
San Francisco, California, United States

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Work Experience

UBS

Senior Vice President, Senior Portfolio Manager, Financial Advisor

2020-02-01 - Present

Morgan Stanley

Senior Vice President, Senior Portfolio Manager, Financial Advisor

2008-04-01 - 2020-02-01

Bear Stearns

Senior Managing Director

2001-11-01 - 2008-01-01

JP Morgan

Senior Vice President

1999-01-01 - 2001-01-01

Hambrecht & Quist

Senior Vice President

1993-01-01 - 1999-01-01

Skills

financial services investment banking wealth management asset management banks & credit unions financial advising investing

Languages

German Spanish French English