Simon Heslop

Simon Heslop Email and Phone Number

Managing Partner at FSA Wealth Management @ FSA Wealth Management
Simon Heslop's Location
Portsmouth, New Hampshire, United States, United States
Simon Heslop's Contact Details
About Simon Heslop

Simon Heslop is Managing Partner at FSA Wealth Management, a Registered Investment Advisor firm offering fee-only services and known for its independence, objectivity, and results. With a passion for excellence and 20 years of financial services experience, Simon applies his results-driven approach to creating tailored investment and financial planning solutions for clients seeking to fulfill their vision of financial success. He has a history of developing targeted investment portfolios to help investors meet their long-term objectives, and truly enjoys the process of getting to know each FSA Wealth Management client.Simon earned his undergraduate degree in engineering from Union College and an MBA from Northeastern University and holds the Chartered Financial Analyst® designation. Outside of work, Simon loves to hike with his family (one day they’ll find it funny that Dad gets them lost at least half the time). He has a passion for woodworking and is perhaps one of the few people who idolize Norm Abrams and The New Yankee Workshop. He enjoys all types of bicycle riding and has a goal of riding across the country (despite the fact that he has barely ridden across New England). To learn more about Simon or FSA Wealth Management, please visit https://fsawm.com/---FSA Wealth Management LLC "FSA Wealth Management" is a registered investment advisor. FSA Wealth Management provides investment advisory and related services for clients nationally. FSA Wealth Management will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at https://fsawm.com/

Simon Heslop's Current Company Details
FSA Wealth Management

Fsa Wealth Management

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Managing Partner at FSA Wealth Management
Simon Heslop Work Experience Details
  • Fsa Wealth Management
    Managing Partner
    Fsa Wealth Management Sep 2014 - Present
    Needham, Massachusetts, Us
    Wealth brings challenges. Face them with confidence – and with the right team behind you.Throughout FSA's history, we have helped hundreds of clients realize their financial goals. In addition to individuals and families, we work extensively with small businesses and professional organizations. From business creation to sale or succession, we guide them through the complex financial decisions critical for success. We are particularly proud of the close, long-term relationships we’ve established with so many of our clients.To learn more about FSA Wealth Management, please visit https://fsawm.com/
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  • Commonwealth Financial Network
    Senior Vice President
    Commonwealth Financial Network Aug 2006 - Jul 2014
    Waltham, Ma, Us
    Simon worked in a senior management role at Commonwealth Financial Network. His primary responsibilities included managing the investment management and research platform across the company and providing indispensable client service. Simon focused all facets of investment research with a focus on mutual funds, ETFs and separately managed accounts.While at Commonwealth, Simon developed and launched a multi-billion dollar asset management platform, launched an in-house SMA program and built a world-class research team. He also focused on new product development, product launches and developing and implementing strategy.Commonwealth Financial Network is the largest, independent broker-dealer in the country.
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  • Greystone Financial Advisors
    Principal
    Greystone Financial Advisors Jun 2002 - Dec 2004
    Founded and built a resistered investment advisory firm focused on investment management and wealth management services for private clients.
  • Fidelity Investments
    Director Of Quantitative Analysis
    Fidelity Investments 1997 - 2002
    Boston, Ma, Us
    Built and managed the quantitative analysis team for Fidelity Investment's mutual fund wrap platform.
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  • Thomson Financial
    Investment Analyst
    Thomson Financial 1993 - 1997
    Us
    Research analyst focused on currency options, derivatives and economic and geopolitical trends.
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Simon Heslop Skills

Strategy

Simon Heslop Education Details

  • Union College
    Union College
    Ee
  • Northeastern University
    Northeastern University
    Business

Frequently Asked Questions about Simon Heslop

What company does Simon Heslop work for?

Simon Heslop works for Fsa Wealth Management

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

Simon Heslop's current role is Managing Partner at FSA Wealth Management.

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What is Simon Heslop's direct phone number?

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What schools did Simon Heslop attend?

Simon Heslop attended Union College, Northeastern University.

What skills is Simon Heslop known for?

Simon Heslop has skills like Strategy.

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