Bruce Simpson

Bruce Simpson, CFA, CFP®, is Senior Portfolio Manager at MainStreet Investment Advisors, LLC, based in Chicago, Illinois. In this role since 2014, he manages investment portfolios for a diverse client base and serves as a member of the firm’s Investment Committee, contributing to asset allocation strategies and investment research. His responsibilities focus on delivering tailored investment solutions, including direct indexing, separately managed accounts (SMAs), and fund allocation portfolios, primarily for bank trust departments, wealth management firms, and financial intermediaries.

Simpson brings over two decades of investment management and advisory experience, with prior roles as Relationship Manager at Geneva Investment Management and Private Client Advisor at William Blair. His expertise spans equity and fixed income asset classes, with a particular emphasis on portfolio construction, risk management, and aligning investment strategies to client long-term objectives.

He holds an MBA in Statistics and Finance from the University of Chicago Booth School of Business and a BA in American History from Northwestern University. Bruce is a Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®), reflecting a commitment to the highest standards of professional excellence and fiduciary care.