Joe Simmons, Cfa
About Joe Simmons, Cfa
Joe Simmons, CFA, is the Director of Stable Value Sales at The Standard, with extensive experience in the financial services industry. He has held various leadership roles at firms such as Fidelity Investments, New York Life, and Manning & Napier Advisors, demonstrating a strong ability to build and maintain client relationships in the qualified retirement plan market.
Current Role at The Standard
Joe Simmons serves as the Director of Stable Value Sales at The Standard, a position he has held since 2019. In this role, he is responsible for overseeing stable value investment products and sales strategies. His work focuses on building and maintaining relationships with institutional clients, contributing to the growth of the company's assets in the stable value market. He operates out of the Greater Boston Area.
Previous Experience in Financial Services
Prior to his current position, Joe Simmons held several significant roles in the financial services industry. He worked at Fidelity Investments as a Senior Product Manager from 2000 to 2003. He then served as Vice President, International Portfolio Strategist at Manning & Napier Advisors from 2003 to 2006. Following that, he was the Director of Investment Consulting at New York Life Investment Management from 2006 to 2013, and later, he was the Director of Stable Value at New York Life from 2013 to 2018.
Education and Qualifications
Joe Simmons earned his Bachelor of Science degree in Finance from Northeastern University. He furthered his education at Northeastern University’s Graduate School of Business Administration, where he achieved a Master of Business Administration (MBA) with a focus on Finance. He is also a Chartered Financial Analyst (CFA), which underscores his expertise in investment management.
Expertise in Retirement Plans
Joe Simmons possesses a deep understanding of the qualified retirement plan market and its related constituents. His experience includes building, retaining, and growing relationships with institutional consultants and clients, which has led to increased assets for the firms he has worked with. He is skilled in conveying complex investment concepts to audiences with varying levels of investment knowledge.