Neil Margolis Email & Phone Number
Portfolio Manager @ Merlon Capital Partners
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Neil Margolis Location
- Sydney, NSW, AU
Neil Margolis Work
- 2010 -now Portfolio Manager @
- 2004 -2010 Portfolio Manager @
- 2001 -2004 Senior Equity Analyst @
- 1997 -2000 Senior Equity Analyst @ Sanlam Investment Management
- 1995 -1997 Senior Audit Manager @
Neil Margolis Education
- CFA Institute
CFA (Chartered Financial Analyst, 1998)
1996-1998 - South African Institute of Chartered Accountants
CA (SA) (Chartered Accountant, 1995)
1995-1995 - University of Cape Town
Post-graduate Degree in Accounting (Accounting, Finance)
1994-1994 - University of Cape Town
Bachelor of Business Science (Honours) (Finance, Accounting)
1990-1993
Neil Margolis Skills
- Asset Managment
- Financial Risk
- Pensions
- Equity Research
- Investment Strategies
- Equities
- Hedge Funds
- Investment Management
- Asset Allocation
- Portfolio Management
- Investments
- Wealth Management
- Valuation
Neil Margolis Summary
- Neil Margolis, based in Sydney, NSW, AU, is currently a Portfolio Manager at Merlon Capital Partners. Neil Margolis brings experience from previous roles at Challenger Financial Services Group, Alliance Bernstein, Sanlam Investment Management and Ernst & Young. Neil Margolis holds a 1996 - 1998 CFA in Chartered Financial Analyst, 1998 @ CFA Institute. With a robust skill set that includes Asset Managment, Financial Risk, Pensions, Equity Research, Investment Strategies and more. Neil Margolis has 3 emails and 1 mobile phone numbers on RocketReach.
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