Simon McConnell Email
Head of Portfolio Construction and Implementation @ Netwealth
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Simon McConnell Location
- London, GB
Simon McConnell Work
- 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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