Simon John Heslop

Analyst-Equity chez FSA Wealth Management LLC

Profil

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.

Postes actifs de Simon John Heslop

Sociétés	Poste	Début
FSA Wealth Management LLC	Analyst-Equity	01/09/2014

Formation de Simon John Heslop

Union College (New York)	Undergraduate Degree
Northeastern University	Masters Business Admin