As the Head of Florida for the Private Bank, Simon Levine is responsible for six offices including Miami, Naples, Palm Beach, Boca Raton, Tampa and Orlando. He leads a team of wealth management professionals that serves individuals, family offices, foundations and endowments. Previously, Simon held various leadership positions in the firm’s New York office. As Chief Compliance Officer, he sat on the Private Bank’s Operating Committee and managed a global compliance program and a team of more than 300 compliance professionals across the globe. He also served as Chief Operating Officer for the Private Bank’s investments practice.
Before joining the firm, he spent over five years in private legal practice, specializing in the financial services sector, advising broker-dealers, investment advisors, investment companies, banks and alternative investments.
Simon earned a B.S. from Connecticut College and a J.D. from the George Washington University School of Law.