MainStreet Advisors

Marketing Tools 2

MSA Marketing Tools

Grow Your Business

Our newest site will help expand your marketing efforts.link

Dividend Investing

Updated Brochure

Dividend Investing

Download our recently updated brochure.Dividend Investing In Today's Market

Mountain Tableau
Chief Client Officer/Portfolio Manager

Bruce Simpson, CFA, CFP®

Bruce SimpsonBruce joined MainStreet Advisors in 2014 and is the firm’s Chief Client Officer. In this role, Bruce is responsible for leading the firm’s efforts to support clients and ensure client satisfaction across all areas of the organization. Additionally, Bruce serves as portfolio manager for several client relationships and manages MainStreet’s team of Portfolio Managers and Portfolio Analysts. He is also a member of the firm’s Investment Committee which establishes investment strategy and policy.

Prior to joining MainStreet Advisors, Bruce was with Geneva Investment Management, implementing investment strategies and goal-based financial plans for private clients. In that role, he worked closely with clients in the development and implementation of investment strategies. Additionally, he worked for William Blair & Company where he managed both private client and institutional portfolios.

  • University of Chicago, MBA in Finance
  • Northwestern University, BA in American History
  • Chartered Financial Analyst®
  • Member of the CFA Institute
  • Member of the CFA Society Chicago
  • CERTIFIED FINANCIAL PLANNER™

Contact Bruce at: This email address is being protected from spambots. You need JavaScript enabled to view it.