![Simon John Heslop](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Simon John Heslop worked as Managing Partner at FSA Wealth Management LLC from 2014 to 2025.
Mr. Heslop completed an undergraduate degree at Union College (New York) in 1988 and earned an MBA from Northeastern University in 1993.
Anciens postes connus de Simon John Heslop
| Sociétés | Poste | Fin |
|---|---|---|
FSA Wealth Management LLC
 FSA Wealth Management LLC Investment ManagersFinance FSA Wealth Management works closely with each client to identify their investment goals and objectives, risk tolerance and financial situation to create a portfolio strategy. The firm manages client portfolios utilizing Modern Portfolio Theory predominantly in long-term strategic portfolios. Each client will be invested in their individual risk profile and managed to a target risk and return level. Portfolios are constructed using a mix of mutual funds and exchange-traded funds (ETFs) depending upon the asset class or sub-asset class. | President | 31/12/2025 |
Formation de Simon John Heslop
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
95
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Union College (New York)
 Union College (New York) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Northeastern University
 Northeastern University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
FSA Wealth Management LLC
FSA Wealth Management LLC Investment ManagersFinance FSA Wealth Management works closely with each client to identify their investment goals and objectives, risk tolerance and financial situation to create a portfolio strategy. The firm manages client portfolios utilizing Modern Portfolio Theory predominantly in long-term strategic portfolios. Each client will be invested in their individual risk profile and managed to a target risk and return level. Portfolios are constructed using a mix of mutual funds and exchange-traded funds (ETFs) depending upon the asset class or sub-asset class. | Finance |
