Alan Appelbaum

In 2002, Alan Appelbaum was appointed president of H.J. Sims & Co. The business was established in 1935. Current operations are headquartered in Connecticut. H.J. Sims is widely recognized and highly regarded. They are known for its client-centric investment philosophy. The company's origins are unexpected. Herbert J. Sims started it during the Great Depression. Initially, he had a one-room office. Then, his mother gave him the money to start his business.

 

He grew the firm primarily via his ethics and word of mouth. Appelbaum preserved the company's values, identifying with Mr Sims's humble beginnings and accomplishments. He led the company with success till 2007.

 

In 2015, Appelbaum became the managing partner of Aegis Capital. He was in charge of the municipal bond division. Aegis Capital was established in 1984 in New York City, New York. When dealing with clients, they focus on individualized investment solutions and adopt a hands-on approach. Over the years, the organization has processed more than $50 billion in capital markets transactions. In addition, they provide various services, such as wealth management, investment banking, equities research, retirement planning, and private equity. When Appelbaum retired in 2021, he contributed to the company's growth from 2015 to 2021.