Profiel
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.
Actieve functies van Paul Simons
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Directeur/Bestuurslid | - |
Music Workshop
Music Workshop Other Consumer ServicesConsumer Services Music Workshop is an American company. 'The company is based in New York. | Directeur/Bestuurslid | - |
Credit Union 1 (Illinois)
Credit Union 1 (Illinois) Savings BanksFinance Operates as a state chartered credit union | Directeur/Bestuurslid | - |
Eerdere bekende functies van Paul Simons
| Bedrijven | Functie | Einde |
|---|---|---|
Seaport Global Holdings LLC
Seaport Global Holdings LLC Packaged SoftwareTechnology Services Operates as an sales and trading platform | Algemeen Directeur | 01-11-2018 |
| CREDIT SUISSE GROUP AG | Corporate Officer/Principal | 01-01-2011 |
Merrill Lynch & Co., Inc.
Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Corporate Officer/Principal | 01-01-2006 |
Boston Private Bank & Trust Co.
Boston Private Bank & Trust Co. Regional BanksFinance Provides banking and wealth management services | Corporate Officer/Principal | - |
| BOSTON PRIVATE FINANCIAL HOLDINGS, INC. | Corporate Officer/Principal | - |
Opleiding van Paul Simons
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 | 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 |
















