Bruce D. Simon

BRUCE D. SIMON

Bruce Simon retired from a 40-year career in investment management in June 2025. During his career, he held the position of Chief Investment Officer at Ballentine Partners in Waltham, MA, City National Bank in Los Angeles, CA, Morgan Stanley Private Wealth Management in NY, NY and Glenmede Trust Company in Philadelphia, PA. Since his retirement, he has been exploring volunteer opportunities and seeking other avenues to integrate more with the local community. He enjoys golf, tennis, and pickleball in his spare time. After relocating from Florida, he and his wife Betsy have lived in Durham since 2021. They have three grown children who are scattered in various parts of the United States.