David Robert Simmer
Profile
Mr. Simmer began his tax and financial counseling career in the Boston office of Coopers & Lybrand as a Tax Supervisor where he specialized in individual income tax and estate planning.
He continued his professional career as a Vice President with John Hancock.
At John Hancock, he developed investment strategies for individual investors and oversaw the development and analysis of tax advantaged investments.
Mr. Simmer also served as a Vice President with Liberty Financial, advising pension funds on investment allocation.
Prior to joining G.W.
& Wade in 1993, Mr. Simmer operated his own tax and financial counseling firm, providing tax and financial counseling services to individuals, professionals and private business owners.
Mr. Simmer earned his B.A.
in American Studies from Illinois Wesleyan University, J.D.
from Boston University School of Law, and M.S.
in Accounting from Northeastern University Graduate School of Professional Accounting.
Mr. Simmer is a licensed Certified Public Accountant and is admitted to practice law in Massachusetts.
He is a member of the American and Massachusetts Bar Associations.
Mr. Simmer is also a NASD Registered Securities Representative and an Investment Advisor Representative.
Former positions of David Robert Simmer
| Companies | Position | End |
|---|---|---|
Liberty Corporate Services, Inc.
 Liberty Corporate Services, Inc. Life/Health InsuranceFinance Liberty Corporate Services, Inc. provides life insurance products and institutional asset management services. The company was founded in 1985 and is located in Boston, MA. | Corporate Officer/Principal | - |
| Coopers & Lybrand LLP | Corporate Officer/Principal | - |
John Hancock Advisers, Inc.
 John Hancock Advisers, Inc. Investment ManagersFinance Boston-based John Hancock Advisers, Inc. (JHA) is the mutual fund affiliate of John Hancock Financial Services, Inc. and manages the John Hancock family of retail and institutional mutual funds, as well as separate equity portfolios for private accounts and retirement plans for individual and institutional investors. In 2003, Manulife Financial Corp. (TSX, NYSE: MFC) and John Hancock Financial Services, Inc. (NYSE: JHF) announced that they would merge and would thus create a leading global insurance franchise. The combined company will market products and services under multiple brands including John Hancock in the US and Manulife in Canada and the US. | Corporate Officer/Principal | - |
GW & Wade LLC
 GW & Wade LLC Investment ManagersFinance GW & Wade LLC is a SEC-registered investment advisor headquartered in Wellesley, Massachusetts. The firm was founded by Roger Wade in 1986 and is a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). GW & Wade provides investment management services primarily to high net-worth and other individuals and families, trusts, some ERISA plans, charitable organizations and foundations. | Portfolio Manager-Equities | 27/10/2010 |
Training of David Robert Simmer
| Illinois Wesleyan University | Undergraduate Degree |
| Boston University | Graduate Degree |
| Northeastern University | Graduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 4 |
|---|---|
GW & Wade LLC
GW & Wade LLC Investment ManagersFinance GW & Wade LLC is a SEC-registered investment advisor headquartered in Wellesley, Massachusetts. The firm was founded by Roger Wade in 1986 and is a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). GW & Wade provides investment management services primarily to high net-worth and other individuals and families, trusts, some ERISA plans, charitable organizations and foundations. | Finance |
| Coopers & Lybrand LLP | Commercial Services |
John Hancock Advisers, Inc.
John Hancock Advisers, Inc. Investment ManagersFinance Boston-based John Hancock Advisers, Inc. (JHA) is the mutual fund affiliate of John Hancock Financial Services, Inc. and manages the John Hancock family of retail and institutional mutual funds, as well as separate equity portfolios for private accounts and retirement plans for individual and institutional investors. In 2003, Manulife Financial Corp. (TSX, NYSE: MFC) and John Hancock Financial Services, Inc. (NYSE: JHF) announced that they would merge and would thus create a leading global insurance franchise. The combined company will market products and services under multiple brands including John Hancock in the US and Manulife in Canada and the US. | Finance |
Liberty Corporate Services, Inc.
Liberty Corporate Services, Inc. Life/Health InsuranceFinance Liberty Corporate Services, Inc. provides life insurance products and institutional asset management services. The company was founded in 1985 and is located in Boston, MA. | Finance |
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