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As chief investment officer of City National Wealth Management, Bruce Simon directs the bank's investment strategy and manages City National's skilled team of portfolio managers.
Mr. Simon, who joined the bank in 2011, is responsible for multiple investment strategies for the bank's open investment platform that features customized, propriety and non-proprietary strategies. He chairs the bank's Investment Committee.
With more than 25 years of experience in the investment community, Mr. Simon was previously the chief investment officer and a managing director at Ballentine Partners, a $5 billion independent wealth management firm near Boston. During his tenure there, he chaired the Investment Management Committee, which is responsible for the oversight of all the firm's investment activities.
Before that, Mr. Simon was a managing director at Morgan Stanley's Private Wealth Management Division in New York. In that role, he was responsible for advising Morgan Stanley's largest and most sophisticated private clients. He was previously the chief investment officer at Glenmede Trust Co. in Philadelphia, where he was responsible for the firm's $15 billion in assets under management. Among his direct responsibilities was the management of the Pew Charitable Trusts, one of the largest private foundations in the United States. Mr. Simon began his investment career at Wells Fargo in San Francisco where he was a portfolio manager.
Mr. Simon received an MBA in Applied Economics from George Washington University and a bachelor's degree from Penn State University. He holds the Chartered Financial Analyst (CFA) designation.