Founder | Strategic Advisor | Fractional
White Pines Advisory
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Simon Mckay Email & Phone Number
Founder | Strategic Advisor | Fractional
at
White Pines Advisory
1 work email found
@realblocks.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Founder | Strategic Advisor | Fractional
Location
New York City Metropolitan Area, United States
Who is Simon Mckay? Overview
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Quick answer
Simon Mckay is listed as Founder | Strategic Advisor | Fractional at White Pines Advisory, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at realblocks.com and a matched LinkedIn profile for Simon Mckay.
Simon Mckay previously worked as VP, Sales & Partnerships at Daphne and Board Member at Konnected Technology. Simon Mckay holds Mba, General Management from The Tuck School Of Business At Dartmouth.
Company email context
Email format at White Pines Advisory
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{first}@realblocks.com
86% confidence
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Profile bio
About Simon Mckay
I am passionate about building businesses from concept to scale by leveraging my leadership, business development, and analytical background across Asset / Wealth management, Fintech and Private Markets.My peers view me as an even-tempered leader with a sharp strategic mind and proven ability to uncover opportunities, develop a vision, proactively align decision makers, and build businesses. Trained as a buy-side equity analyst, I have a strong analytical capability and am good at simplifying complex problems, developing an actionable plan and effectively communicating a relatable strategy.My curiosity and enthusiasm make me a natural at engaging and nurturing relationships to uncover new opportunities for business development / partnership, and at building high functioning teams.I have a passion for entrepreneurship and have successfully leveraged my breadth of experiences across functional roles within financial services to build new businesses and, more recently, to advise startup founders. I am a lifelong learner and sponge for growth that enjoys operating outside my comfort zone.Specialties: Strategic Leader, Business Development, Investor Relations (IR), Relationship building, Product Management, Entrepreneurship, Team-Oriented Collaborator, Communicator and Marketer, Growth Mindset, Investor, FinTech, Alternative Investments, Digital Assets.
Listed skills include Investments, Valuation, Portfolio Management, Equities, and 21 others.
Current workplace
Simon Mckay's current company
Company context helps verify the profile and gives searchers a useful next step.
12 roles
Simon Mckay work experience
A career timeline built from the work history available for this profile.
Vp, Sales & Partnerships
CurrentDaphne's platform facilitates the distribution of alternative / private funds and the increased efficiency of the fundraising process for asset managers via digitization of fund information, greatly simplifying what has traditionally been a manual and painstaking process for asset managers, wealth managers, and investors.
Apr 2024 - Present
Mar 2018 - Present
Managing Director - Business Development
Realblocks (Acquired By Blockchaink2)
RealBlocks is a “technology first” FinTech infrastructure firm expanding access to alternative investments for investors, wealth managers, asset managers and service providers. RealBlocks actively partners with alternative asset managers and wealth managers to expand their addressable market, simplify operations, reduce administrative costs, and enhance the advisor and investor experience. We do so by automating front, middle and back-office processes and integrating service providers into a single digital online platform.
May 2022 - Apr 2024
Head Of Portfolio Advisory, Investment Solutions
Led 10 person Portfolio Advisory team. Developed go to market strategy for North America that grew advised assets 4x.
Apr 2020 - Jan 2022
Head Of Global Platform Development, Investment Solutions
Built $1B portfolio management platform to serve North America wealth managers.
May 2019 - Jan 2022
Vp, Product Director Multi Asset Solutions & Product
Led strategy and product for $10B Multi-Asset business. Build new portfolio management platform to serve US wealth managers.
May 2015 - May 2019
Vice President - Product, Distribution & Marketing Business Management
Led strategy development & planning for US Intermediary channel inclusive of Seed Capital Portfolio that generated $7B new assets.
Nov 2012 - May 2015
Director, Product Development & Strategy
Product development and seed capital management
Oct 2010 - Nov 2012
May 2009 - Aug 2009
Investment Associate - Equity Research (Software)
Buy-side equity research analyst covering the technology industry.
Feb 2005 - Aug 2008
Jun 2002 - Feb 2005
4 education records
Simon Mckay education
Mba, General Management
The Tuck School Of Business At Dartmouth
Ab, History, Economics Minor
Bowdoin College
Education record
St. Mark'S School
Education record
The Fenn School
FAQ
Frequently asked questions about Simon Mckay
Quick answers generated from the profile data available on this page.
What company does Simon Mckay work for?
Simon Mckay works for White Pines Advisory.
What is Simon Mckay's role at White Pines Advisory?
Simon Mckay is listed as Founder | Strategic Advisor | Fractional at White Pines Advisory.
What is Simon Mckay's email address?
AeroLeads has found 1 work email signal at @realblocks.com for Simon Mckay at White Pines Advisory.
Where is Simon Mckay based?
Simon Mckay is based in New York City Metropolitan Area, United States while working with White Pines Advisory.
What companies has Simon Mckay worked for?
Simon Mckay has worked for White Pines Advisory, Daphne, Konnected Technology, Realblocks (Acquired By Blockchaink2), and Invesco Ltd..
How can I contact Simon Mckay?
You can use AeroLeads to view verified contact signals for Simon Mckay at White Pines Advisory, including work email, phone, and LinkedIn data when available.
What schools did Simon Mckay attend?
Simon Mckay holds Mba, General Management from The Tuck School Of Business At Dartmouth.
What skills is Simon Mckay known for?
Simon Mckay is listed with skills including Investments, Valuation, Portfolio Management, Equities, Equity Research, Hedge Funds, Series 7, and Mutual Funds.
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