Meet Our Wealth Management Group
Our private wealth management leadership team, in tandem with our innovative and income-generating investments, ensure you are well-positioned for market trends and opportunities in all economic environments.
"Work hard for your clients. Talk straight. Produce results."
These were the words by which our founder, Herbert J. Sims lived. Today, our organization continues to honor these principles.
Our senior managers are experienced financial leaders with extensive professional and industry expertise, and committed to staying true to our founder’s values. As a wealth management, investment banking and institutional services firm, HJ Sims helps individual investors, organizations, municipalities and institutions realize their potential since 1935. From building wealth to building communities, we help clients navigate an uncertain world.
Firm Leadership
Managing Directors
Our Managing Directors provide dependable guidance and leadership to our private client wealth financial professionals. From business development expertise to daily coaching, our Managing Directors ensure they are an accessible resource, serving as an invaluable part of our leadership team.
Managing Director
Fairfield, CT & Red Bank, NJ
Managing Director
Fairfield, CT & Iselin, NJ
HJ Sims Puerto Rico
Trading & Underwriting Team
HJ Sims trading professionals have a comprehensive understanding of relative value and a depth of knowledge that, day after day, delivers timely ideas and best execution to our clients. Our seasoned traders draw upon decades of market expertise to find unique opportunities, including secondary-market securities that may be overlooked by other firms. They also provide clients exclusive access to issues originated by HJ Sims investment bankers. We are nationally recognized in the trading of:
- High Grade Tax-exempt and Taxable Bonds
- High Yield Tax-exempt and Taxable Bonds
- High Grade Corporate Bonds
- High Yield Corporate Bonds
Human
Resources
Lauren contributes to making HJ Sims a great place to work through compassionate benefit programs, employee recognition, career path coaching, training and development.
Analysis & Commentary
Our analysts bring a wealth of experience, examining market, sector and other trends, as well as opportunities for private client and institutional investors.
Widely respected for her expertise in key credit sectors and topics, Gayl publishes Weekly Market Commentary for clients, staff and industry colleagues. Regarded for expertise in topics, such as senior living, Gayl and HJ Sims’ team of analysts often provide expert commentary to mainstream and trade media.
Director of Analysis & Commentary
Human Resources
Lauren contributes to making HJ Sims a great place to work through compassionate benefit programs, employee recognition, career path coaching, training and development.
Analysis & Commentary
Our analysts bring a wealth of experience, examining market, sector and other trends, as well as opportunities for institutional and private client investors.
Widely respected for her expertise in key credit sectors and topics, Gayl publishes Weekly Market Commentary for clients, staff and industry colleagues. Regarded for expertise in topics, such as senior living, Gayl and HJ Sims’ team of analysts often provide expert commentary to mainstream and trade media.
Director of Analysis & Commentary
Client Services Leadership
Our client services team ensures a dynamic, seamless and intuitive experience for our private wealth management clients and financial teams. Our primary objective is to serve clients with superior expertise and care.
Senior Vice President of Client Services
Fairfield, CT & Red Bank, NJ
Senior Vice President of Client Services
Fairfield, CT
Client Services
Our client services team ensures a dynamic and intuitive experience for our investment banking and private wealth clients.
Marketing & Communications Support
Shauna and her team provide an array of marketing, public relations and social media support to the investment banking and private wealth management teams.
Analysis & Commentary
Our analysts bring a wealth of experience, examining market, sector and other trends, as well as opportunities for institutional and private client investors.
Senior Vice President of Client Services
Fairfield, CT
Shauna brings 20 years of experience in advertising, sales, marketing and public relations to her role as Chief Marketing Officer for Sims. She is focused on developing and executing marketing strategies and initiatives to support both the investment banking and private client wealth management groups
Chief Marketing Officer
Widely respected for her expertise in key credit sectors and topics, Gayl publishes Weekly Market Commentary for clients, staff and industry colleagues. Regarded for expertise in topics, such as senior living, Gayl and HJ Sims’ team of analysts often provide expert commentary to mainstream and trade media.
Director of Analysis & Commentary
Managing Director
Fairfield, CT & Iselin, NJ