The estimated Net Worth of Paul M Simons is at least $1.75 Million dollars as of 14 May 2021. Mr. Simons owns over 5,833 units of Boston Private Inc stock worth over $132,145 and over the last 6 years he sold BPFH stock worth over $337,953. In addition, he makes $1,278,400 as Executive Vice President of the Company and President of Private Banking und Wealth & Trust of the Bank at Boston Private Inc.
Paul has made over 7 trades of the Boston Private Inc stock since 2018, according to the Form 4 filled with the SEC. Most recently he exercised 5,833 units of BPFH stock worth $88,603 on 14 May 2021.
The largest trade he's ever made was selling 22,381 units of Boston Private Inc stock on 5 May 2021 worth over $337,953. On average, Paul trades about 5,758 units every 80 days since 2018. As of 14 May 2021 he still owns at least 8,959 units of Boston Private Inc stock.
You can see the complete history of Mr. Simons stock trades at the bottom of the page.
Paul M. Simons serves as Executive Vice President of the Company and President of Private Banking, Wealth & Trust of the Bank of the Company. With over 30 years of experience in the financial services sector, he has demonstrated expertise and leadership in virtually every aspect of financial services, including asset management, wealth management, financial technology, private banking, investment banking, family office and client relationship management. From May 2017 to November 2018, Mr. Simons was a Managing Director of Seaport Global Holdings, an institutional securities firm, where he developed and launched Seaport Global Asset Management, a business to diversify the firm’s revenue streams and deliver bespoke managed investment solutions to wealthy families and related entities. Prior to joining Seaport, from December 2014 to October 2016, he served as provisional CEO for a start-up financial information and technology company. In this role, he led the delivery of a launch-ready comprehensive digital investment, capital markets origination, and advanced data and analytics platform for investors, advisors, financial institutions. From 2006 to 2011, Mr. Simons held a range of positions with increasing responsibility at Credit Suisse, beginning with Managing Director, Head of Americas Client Solution Group, before becoming Managing Director, Co-Head of Private Banking USA, and ending with his promotion to Managing Director, Head of Americas Wealth Management Solutions, a position in which he was responsible for the management and development of onshore investment product and service platforms across North and South America. During his tenure at Credit Suisse, Mr. Simons also was an active member of the firm’s Global Executive Committee and Managing Director Evaluation Committee.
As the Executive Vice President of the Company and President of Private Banking und Wealth & Trust of the Bank of Boston Private Inc, the total compensation of Paul Simons at Boston Private Inc is $1,278,400. There are 2 executives at Boston Private Inc getting paid more, with Anthony DeChellis having the highest compensation of $2,218,410.
Paul Simons is 54, he's been the Executive Vice President of the Company and President of Private Banking und Wealth & Trust of the Bank of Boston Private Inc since 2019. There are 12 older and 2 younger executives at Boston Private Inc. The oldest executive at Boston Private Financial Holdings Inc is Stephen Waters, 73, who is the Independent Chairman of the Board.
Paul's mailing address filed with the SEC is BOSTON PRIVATE FINANCIAL HOLDINGS, INC., TEN POST OFFICE SQUARE, BOSTON, MA, 02109.
Over the last 21 years, insiders at Boston Private Inc have traded over $20,571,051 worth of Boston Private Inc stock and bought 1,101,519 units worth $8,897,143 . The most active insiders traders include Clayton Deutsch, Joseph C Guyaux und Mark D Thompson. On average, Boston Private Inc executives and independent directors trade stock every 16 days with the average trade being worth of $150,096. The most recent stock trade was executed by Lizabeth H Zlatkus on 25 May 2021, trading 11,000 units of BPFH stock currently worth $167,200.
Boston Private is a leading provider of integrated wealth management, trust and banking services to individuals, families, businesses and nonprofits. For more than 30 years, Boston Private has delivered comprehensive advice coupled with deep technical expertise to help clients simplify their lives and achieve their goals. The firm offers the capabilities of a large institution with the superior service of a boutique firm to clients across the United States. Boston Private is the corporate brand of Boston Private Financial Holdings, Inc..
Boston Private Inc executives and other stock owners filed with the SEC include: