Simon John Heslop
Analyst-Equity bij FSA Wealth Management LLC
Profiel
Mr. Simon J.
Heslop, CFA MBA, is a Managing Partner at FSA Wealth Management LLC.
He is responsible for all of the investment management and research activities of the firm.
He spent much of his career designing and managing investment portfolios, where he developed a keen understanding of client needs.
He applies his results-driven approach to creating tailored investment and financial planning solutions for clients seeking to fulfill their vision of financial success.
Previously, Mr. Heslop designed and researched investment portfolios for Fidelity Investment’s Strategic Advisors division and founded a private wealth management firm.
Most recently, he developed and managed a multibillion-dollar asset management platform for Commonwealth Financial Network.
As a portfolio manager, he was the expert that other financial advisors turned to for their client needs.
He received his undergraduate degree in Engineering from Union College (New York) and an MBA from Northeastern University.
He holds the Chartered Financial Analyst designation.
Actieve functies van Simon John Heslop
Bedrijven | Functie | Begin |
---|---|---|
FSA Wealth Management LLC
FSA Wealth Management LLC Investment ManagersFinance FSA Wealth Management LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Needham, Massachusetts. The firm was founded in 2006 as Financial Strategy Associates, Inc. FSA Wealth Management offers investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, corporations and retirement plans. | Analyst-Equity | 01-09-2014 |
Opleiding van Simon John Heslop
Union College (New York) | Undergraduate Degree |
Northeastern University | Masters Business Admin |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
Bedrijven in privébezit | 1 |
---|---|
FSA Wealth Management LLC
FSA Wealth Management LLC Investment ManagersFinance FSA Wealth Management LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Needham, Massachusetts. The firm was founded in 2006 as Financial Strategy Associates, Inc. FSA Wealth Management offers investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, corporations and retirement plans. | Finance |