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Wrong Neal Simon?

Neal J.B. Simon

Founder and Chief Executive Officer

Highline Wealth Management LLC

HQ Phone:  (301) 564-9500

Direct Phone: (301) ***-****direct phone

Email: n***@***.com

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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

Highline Wealth Management LLC

1 Preserve Pkwy Ste 610

Rockville, Maryland,20852

United States

Company Description

Highline Wealth Management is a boutique independent advisory firm that provides investment management and counseling to clients with complex financial needs. We believe in providing the highest level of individualized service, customizing financial solutions ...more

Background Information

Employment History

Chief Executive Officer

Bronfman E.L. Rothschild LP


Chief Operating Officer

WKI


Affiliations

The Community Foundation for the National Capital Region

Chief Executive Officer and Principal


Interfaith Works

Board Member


Young Presidents' Organization Inc

Member


The Beautiful Mind Foundation

Board Member


Education

B.A. Magna Cum Laude

Applied Mathematics and Economics

Brown University


M.B.A.

University of Chicago Graduate School of Business


Web References(141 Total References)


Neal Simon | alliance for Registered Investment Advisors

www.allianceforrias.com [cached]

Neal Simon
Neal Simon Neal Simon CEO Neal is the CEO of Bronfman E.L. Rothschild, an independent RIA managing $4.2 billion. Prior to joining BELR, Neal had been the founder and CEO of Highline Wealth Management, a company he sold to BELR in 2015. Highline was formed upon the principles of independent, unbiased advice and portfolios of diversified, non-correlated investments. From its founding in 2002 through 2015, the company grew every year and managed $1.4 billion at the time of the sale. 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 was also the Chairman and CEO of USLaw, as well as the Chief Operating Officer for William Kent International, Inc. (WKI). 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. Neal is actively involved in community service, including serving as the Chairman of the Board of the Community Foundation of the National Capital Region. He lives in Potomac, MD with his wife, Jennifer and their three children.


knightsbridgesearch.com

The members of the new "aRIA" group include: Brent Brodeski, chief executive of Savant Capital; John Burns, principal at Exencial; Ron Carson, CEO of Carson Wealth Management Group; Jeff Concepcion, CEO of Stratos Wealth Planning; Matt Cooper, president of Beacon Pointe Wealth Advisors; and Neal Simon, CEO of Highline Wealth Management.


Staff - The Community Foundation for the National Capital Region

thecommunityfoundation.org [cached]

Neal J. B. Simon
Highline Wealth Management


Neal Simon | Bronfman E.L. Rothschild | Rockville, MD

www.belr.com [cached]

Neal Simon, Board Director
Neal Simon, Board Director Neal Simon, Board Director CEO & Principal belrceo@belr.com 866.498.6433 CEO Neal Simon To Participate in Financial Planning Webinar on Structuring Compensation


Testimonials | Verasolve - Marketing | PR | Branding

verasolve.com [cached]

Neal Simon, Founder and CEO, Highline Wealth Management


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