MainStreet Advisors

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Join us for our 2019 Client Conference, 9/18 - 9/20

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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
  • 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.