Joe Simpson

Joe Simpson

Investment Committee Member at Gresham Partners LLC

Finance
Consumer Services

Profile

Mr. Joseph C.
Simpson, CFA MBA, is a Partner & Portfolio Manager at Gresham Partners LLC.
Mr. Simpson is a senior member of Gresham’s Investment Team and a member of its Investment Committee, serving as a Portfolio Manager for its marketable strategies investment partnerships.
He uses his research, analytical and trading experience to identify, evaluate and help select compelling investment strategies and managers on a global basis.
His background in quantitative modeling was instrumental in developing the firm’s manager due diligence process and risk monitoring framework.
Mr. Simpson has experience in all aspects of Gresham’s investment platform, including overseeing all back-office functions of the firm’s investment.
Prior to joining Gresham, he was a Vice President in the Private Banking and Investment Group at Merrill Lynch, developing asset allocation, portfolio construction and manager selection strategies for the firm’s largest advisory groups.
He holds BS Finance from the University of Denver and earned his MBA Finance and International Business from the University of Michigan Business School.

Joe Simpson active positions

CompaniesPositionStart
Investment Committee Member 2016-12-31
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Former positions of Joe Simpson

CompaniesPositionEnd
Merrill Lynch & Co., Inc. Corporate Officer/Principal -
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Training of Joe Simpson

University of Michigan Masters Business Admin
University of Denver Undergraduate Degree

Experiences
Positions held

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Private companies

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Connections

99

1st degree connections

4

1st degree companies

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Linked companies

Private companies2

Finance

Merrill Lynch & Co., Inc.

Finance

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