Simon Clark

Simon Clark Email and Phone Number

Equities Strategist at Morgan Stanley Wealth Management @
Simon Clark's Location
Greater Sydney Area, Australia
Simon Clark's Contact Details

Simon Clark personal email

n/a
About Simon Clark

Simon Clark is a Equities Strategist at Morgan Stanley Wealth Management at Morgan Stanley Wealth Management. He possess expertise in equities, financial modeling, sell side, portfolio management, financial markets and 10 more skills.

Simon Clark's Current Company Details
Morgan Stanley Wealth Management

Morgan Stanley Wealth Management

Equities Strategist at Morgan Stanley Wealth Management
Simon Clark Work Experience Details
  • Morgan Stanley Wealth Management
    Equities Strategist
    Morgan Stanley Wealth Management Jul 2022 - Present
    Australia
  • Perpetual Limited
    Senior Research Analyst
    Perpetual Limited Jun 2017 - Jul 2022
    Sydney, Australia
    View
  • Commonwealth Bank
    Investment Specialist, Commonwealth Private Office
    Commonwealth Bank Sep 2015 - Jun 2017
    Sydney, Australia
    CPO is a boutique within Commonwealth Private with a mandate to care for clients with greater than $10 million of investable assets. The clients range from sophisticated, experienced investors who come to the table with high level corporate or private business backgrounds to investors who are inexperienced with capital markets. Providing research and recommendations on direct shares (both domestic and international), direct Australian bonds, managed funds, property and alternative investments such as private equity and hedge funds.
    View
  • Credit Suisse
    Holt Sector Specialist - Equities (Global Tech, Media, Telecoms)
    Credit Suisse Sep 2012 - Sep 2015
    London, United Kingdom
    Using the Credit Suisse HOLT methodology and framework to provide research and insights into Global equities with a focus on the Tech, Media and Telecom sectors. The research forms a strong compliment to the traditional sell-side equity research product but considers a much wider (global) universe. The HOLT framework is based on a cash flow approach to corporate performance measurement and equity valuation. Credit Suisse HOLT, which is constantly evolving, goes beyond traditional accounting information to emphasize cash generating ability and overall potential for value creation. The framework forms a platform to screen and provide insights across very large company universes and across multiple regions and markets.
    View
  • Credit Suisse
    Equity Analyst
    Credit Suisse Feb 2008 - Apr 2012
    Sydney
    Buy side Australian equities research. Part of a team which set up and established research coverage of the Australian equity market for Credit Suisse Private Banking. Conduct in depth Australian stock research and provide advice for a global internal and external client base.
    View
  • Hadley Green Securities
    Emerging Companies Analyst
    Hadley Green Securities Mar 2006 - Feb 2008
    Sydney
    Sell side equities research provided for institutions and HNW investors. Carry out in depth research and financial modelling of small cap stocks across the retail and property sectors.
  • Ing Australia
    Portfolio Management Analyst
    Ing Australia Jan 2003 - Feb 2006

Simon Clark Skills

Equities Financial Modeling Sell Side Portfolio Management Financial Markets Investment Banking Asset Managment Equity Research Bloomberg Investments Valuation Financial Analysis Asset Management Hedge Funds Private Banking

Simon Clark Education Details

  • Cfa
    Cfa
    Cfa Charterholder
  • Macquarie University
    Macquarie University
    Econometrics And Finance
  • St Ignatius College
    St Ignatius College

Frequently Asked Questions about Simon Clark

What company does Simon Clark work for?

Simon Clark works for Morgan Stanley Wealth Management

What is Simon Clark's role at the current company?

Simon Clark's current role is Equities Strategist at Morgan Stanley Wealth Management.

What is Simon Clark's email address?

Simon Clark's email address is si****@****sse.com

What schools did Simon Clark attend?

Simon Clark attended Cfa, Macquarie University, St Ignatius College.

What skills is Simon Clark known for?

Simon Clark has skills like Equities, Financial Modeling, Sell Side, Portfolio Management, Financial Markets, Investment Banking, Asset Managment, Equity Research, Bloomberg, Investments, Valuation, Financial Analysis.

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