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.

Joe Simpson
Partner & Portfolio Manager
Gresham Partners LLC
United States, Illinois, Chicago
About Me
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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