Simon McConnell Email
Head of Portfolio Construction and Implementation @ Netwealth
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Simon McConnell Location
- London, GB
Simon McConnell Work
- Head of Portfolio Construction and Implementation @ (July 2025 - Present)
- Senior Portfolio Manager and Head of Portfolio Construction @ (January 2023 - July 2025)
- Portfolio Manager @ (October 2016 - March 2023)
- Portfolio Manager @ (July 2015 - September 2016)
- Portfolio Management Analyst @ (October 2014 - July 2015)
- Portfolio Management Analyst @ (August 2013 - September 2014)
- Global Investment Solutions Portfolio Co-Ordination Industrial Placement @ (June 2011 - August 2012)
Simon McConnell Education
- cfa institute
CFA Level 1, CFA Level 2, CFA Level 3 (CFA Level 2, CFA Level 3)
2014-2017 - University of Bath
Mathematical Sciences
2009-2013 - The Bishop's Stortford High School 2001-2008
- CFA UK
(Certificate in ESG Investing)
2020
Simon McConnell Summary
- Simon McConnell, based in London, GB, is currently a Head of Portfolio Construction and Implementation at Netwealth. Simon McConnell brings experience from previous roles at Netwealth and UBS Global Asset Management. Simon McConnell holds a 2014 - 2017 CFA Level 1, CFA Level 2, CFA Level 3 in CFA Level 2, CFA Level 3 @ cfa institute. Simon McConnell has 1 emails on RocketReach.
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