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This profile was last updated on 1/17/15  and contains information from public web pages and contributions from the ZoomInfo community.

Neal J.B. Simon

Wrong Neal J.B. Simon?

Chief Compliance Officer

Local Address: Bethesda, Maryland, United States
Highline Wealth Management LLC
600 W. Germantown Pike Suite 400
Plymouth Meeting , Pennsylvania 19462
United States

Company Description: Highline provides these "concierge" services, as well as more traditional adviser roles, for an annual fee of 1% of assets up to $5 million. Clients with larger...   more
Background

Employment History

Board Memberships and Affiliations

Education

  • M.B.A. with high honors
    University of Chicago's Graduate School of Business
  • B.A. Magna Cum Laude , Applied Mathematics and Economics
    Brown University
89 Total References
Web References
Highline Wealth Management - Verasolve - Building Stakeholder Value™Verasolve – Building Stakeholder Value™
verasolve.com, 17 Jan 2015 [cached]
Highline Wealth Management, founded by Neal Simon, was in need of rebranding and a new identity, as well as positioning surrounding its differentiators in the marketplace.
...
"We have received many compliments on our new brand," said Simon in a letter to Verasolve. The public relations campaign resulted in numerous media placements, including bylined articles ghost-written by Verasolve, media interviews with Highline senior leadership, and press releases on company milestones and announcements. Simon went on to say, "You have managed to secure a series of media placements for us, including an extremely valuable bylined article in Investment News, a leading publication in the wealth management industry. The prospect event at Adour was so successful that a second night had to be added in order to accommodate the overwhelming prospects interest. The mailing list and quality of invitation were key in reaching these significant attendance numbers by the appropriate audience. In a second letter to Verasolve, Simon stated, "I want to express my appreciation for your team's efforts over the last three years in helping Highline double our assets under management to over $1 billion. The combination of your PR efforts and development, coordination and implementation of a penta-millionaire lead generation effort and events has been outstanding.
Front Row (L-R): John Furey - ...
www.allianceforrias.com, 11 Nov 2014 [cached]
Front Row (L-R): John Furey - Advisor Growth Strategies, Neal Simon - Highline Wealth Management, Matt Cooper - Beacon Pointe Wealth Advisors
...
Neal Simon - Highline Wealth Management
...
Neal is Highline Wealth Management's Founder and CEO. Neal founded the company on the principles of independent, unbiased investing and a portfolio of diversified, non-correlated investments. Since its founding in 2002, Highline has grown every year, and currently manages about $1.3 billion.
Prior to creating Highline, Neal served as the leader of four other businesses. For five years, he was President of both The Meltzer Group and Meltzer Wealth Management. Neal is also the former Chairman and CEO of USLaw, as well as the Chief Operating Officer for William Kent International, Inc. (WKI). He has spoken at numerous conferences, including Schwab IMPACT, Market Counsel, and Barron's Top 100 Advisors.
Neal holds a B.A. Magna Cum Laude from Brown University, in Applied Mathematics and Economics, and an M.B.A. with high honors from the University of Chicago's Graduate School of Business. He is a member of Young Presidents' Organization (YPO) and is actively involved in community service, including serving on the Board of Interfaith Works.
AltaVista - 2000 Press Release
about.altavista.com, 15 May 2001 [cached]
"This relationship solidifies USLaw.com's position as the dominant provider of legal solutions for consumers and small businesses," said Neal J.B. Simon, president and CEO of USLaw.com."AltaVista is a partner that provides clear value to our business, and its extensive reach will make it easier for consumers and small businesses to access the attorneys in our Law Affiliate Network."
Neal Simon CEO & Founder ...
www.fundforumusa.com, 13 Sept 2013 [cached]
Neal Simon CEO & Founder HIGHLINE WEALTH MANAGEMENT
Neal is Highline Wealth Management's Founder and CEO. Prior to creating Highline, Neal served as President of both The Meltzer Group and Meltzer Wealth Management. Neal is the former Chairman and CEO of USLaw, as well as the CEO for William Kent International. Neal holds a B.A. Magna Cum Laude from Brown University in Applied Mathematics and Economics, and an M.B.A. from the University of Chicago's Graduate School of Business.
Interfaith Works | Our Team & Board
www.iworksmc.org, 19 July 2014 [cached]
Neal Simon Highline Wealth Management
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