Elizabeth “Izzy” Sims

Elizabeth “Izzy” Sims
Director of Wealth Management Consulting Group
512-519-5002
esims@nullhjsims.com

Elizabeth “Izzy” Sims leads HJ Sims’s Wealth Management Consulting Group, focusing on new investment products and managed portfolio solutions. She began her career in wealth management at JPMorgan’s Private Bank in New York City as an analyst for three bankers with total net assets of $6 billion. Afterwards, Izzy moved into portfolio construction and management as a Portfolio Assistant, covering $1.5 billion in assets. She was then promoted to the role of Portfolio Manager where she managed more than $650 million in discretionary assets for ultra-high-net worth individuals and families in addition to several institutional accounts. As part of her service to these accounts, Izzy managed equity, alternative asset and fixed income exposure, and provided custom portfolio solutions across all asset classes. As well, she specialized in analyzing outsized and non-actively researched stock positions for equity investment solutions, including active sales, diversification plans and alternative stock ideas, which reduced overall risk for client accounts. Izzy left her position at JPMorgan to attend graduate business school. She is very enthusiastic about returning to wealth management and providing HJ Sims with innovative portfolio solutions.

Izzy is based in the HJ Sims’ Austin, Texas office. She received her MBA from the McCombs School of Business at the University of Texas at Austin where she concentrated in Energy Finance. She received her B.A. from Yale University in Geology and Geophysics, and History of Art.

Investments involve risk and the possible fluctuation of principal.

 

HJ Sims Locations

2150 Post Road, Suite 301
Fairfield, Connecticut 06824
Phone: (800) 457-1935
Fax: (203) 256-2377

2700 N. Military Trail, Suite 400
Boca Raton, FL 33431
Phone: (888) 457-1935
Fax: (561) 368-9401

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Iselin, New Jersey 08830
Phone: (800) 300-9040
Fax: (732) 590-0522

8500 Normandale Lake Blvd, Suite 540
Bloomington, MN 55437
Phone: (888) 803-3430
Fax: (952) 683-7543

48 Carr 165 Ste 215
Guaynabo, PR 00968-8032
Phone: (877) 418-5395
Fax: (939) 399-0160

11006 Rushmore Drive
Suite 110
Charlotte, NC 28277

4851 Tamiami Trail N., Suite 200
Naples, Florida 34103
Phone: (800) 593-9167

Orlando, Florida
Phone: (407) 363-4493
Fax: (407) 363-2036

Austin, Texas
Phone: (512) 519-5000
Fax: (512) 519-5015

Rockville, Maryland
Phone: (301) 424-9135
Fax: (203) 418-9083

Philadelphia, Pennsylvania
Phone: (215) 854-6428
Fax: (626) 605-8573

Sims Mortgage Funding
Montvale, New Jersey
Phone: (201) 307-9383
Fax: (201) 307-9380