Paul Joseph Simon

Portfolio Manager-Equities at The Bank of New York Mellon Corp. (Wealth Management)

Finance

Consumer Services

Paul Joseph Simon active positions

Companies	Position	Start	End
The Bank of New York Mellon Corp. (Wealth Management) The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations.	Portfolio Manager-Equities	31/07/2017	-

Career history of Paul Joseph Simon

Former positions of Paul Joseph Simon

Companies	Position	Start	End
Tactical Allocation Group LLC Tactical Allocation Group LLC Investment ManagersFinance Founded in 1988 by James Peters, Tactical Allocation Group LLC is a registered investment advisor located in Birmingham, Michigan.	Chief Investment Officer	-	15/04/2015
	Investment Committee Member	-	15/04/2015
	Portfolio Manager-Equities	-	15/04/2015
Kidder Peabody	Corporate Officer/Principal	-	-
UBS Financial Services, Inc. UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities.	Corporate Officer/Principal	-	-

Training of Paul Joseph Simon

Wayne State University (Michigan)

Undergraduate Degree

Statistics

International

United States

Operational

Portfolio Manager-Equities	2
Corporate Officer/Principal	2
Chief Investment Officer	1

Sectoral

Finance	5
Consumer Services	2

Positions held

Active

Inactive

Listed companies

Private companies

Linked companies

Private companies	4
UBS Financial Services, Inc. UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities.	Finance
The Bank of New York Mellon Corp. (Wealth Management) The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations.	Finance
Tactical Allocation Group LLC Tactical Allocation Group LLC Investment ManagersFinance Founded in 1988 by James Peters, Tactical Allocation Group LLC is a registered investment advisor located in Birmingham, Michigan.	Finance
Kidder Peabody	Finance

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