CoverProfile

Joe Simpson

Partner & Portfolio Manager

Gresham Partners LLC

United States, Illinois, Chicago

About Me

Joe joined Gresham in 2005 and is responsible for overseeing the firm’s manager sourcing, due diligence, and portfolio construction for the firm’s marketable strategies. Joe serves as a senior member of the Investment Committee. Prior to Gresham, Joe 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. Outside of work, Joe is a manic Denver Broncos fan and enjoys spending family time in the Colorado mountains.

Profile Information

Partner & Portfolio Manager

Gresham Partners LLC

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Chicago

Illinois

United States

Jul 29, 2024

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