Simon McConnell, CFA

Senior Portfolio Manager & Head of Portfolio Construction at Netwealth
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Contact Information
us****@****om
(386) 825-5501
Location
UK
Skills

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Bio

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Credentials

  • Certificate in ESG Investing
    CFA UK
    Aug, 2020
    - Nov, 2024
  • Chartered Financial Analyst (CFA)
    CFA Institute
    Jun, 2017
    - Nov, 2024

Experience

  • Netwealth
    • United Kingdom
    • Investment Management
    • 1 - 100 Employee
    • Senior Portfolio Manager & Head of Portfolio Construction
      • Jan 2023 - Present

    • Portfolio Manager
      • Oct 2016 - Mar 2023

      Netwealth provides a comprehensive and customised, portfolio management service, enabled by powerful financial technology, helping clients achieve their individual investment targets.

  • UBS
    • Switzerland
    • Financial Services
    • 700 & Above Employee
    • Portfolio Manager
      • Jul 2015 - Sep 2016

    • Portfolio Management Analyst
      • Oct 2014 - Jul 2015

    • Portfolio Management Analyst
      • Aug 2013 - Sep 2014

  • UBS
    • Switzerland
    • Financial Services
    • 700 & Above Employee
    • Global Investment Solutions Portfolio Co-Ordination Industrial Placement
      • Jun 2011 - Aug 2012

Education

  • CFA Institute
    CFA Level 1, CFA Level 2, CFA Level 3
    2014 - 2017
  • CFA UK
    Certificate in ESG Investing
    2020 -
  • University of Bath
    Mathematical Sciences, First Class Honours
    2009 - 2013
  • The Bishop's Stortford High School
    AAAA
    2001 - 2008

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