2025 -now Head of Portfolio Construction and Implementation @
2023 -2025 Senior Portfolio Manager and Head of Portfolio Construction @
2016 -2023 Portfolio Manager @
2015 -2016 Portfolio Manager @
2014 -2015 Portfolio Management Analyst @
2013 -2014 Portfolio Management Analyst @
2011 -2012 Global Investment Solutions Portfolio Co-Ordination Industrial Placement @
Simon McConnell Education
CFA Institute
CFA Level 1, 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 @ CFA Institute. Simon McConnell has 1 emails on RocketReach.
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