Bruce Simpson joined MainStreet Advisors in 2014 and serves as portfolio manager for several client relationships. 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. Bruce received his BA in American History from Northwestern University and his MBA in Finance and Statistics from the University of Chicago. Bruce is a Chartered Financial Analyst®, member of the CFA Institute, member of the CFA Society Chicago and CERTIFIED FINANCIAL PLANNER™
