Simon John Heslop

Mr. Simon J.
Heslop, CFA MBA, is a Managing Partner at FSA Wealth Management LLC.
He is responsible for all of the investment management and research activities of the firm.
He spent much of his career designing and managing investment portfolios, where he developed a keen understanding of client needs.
He applies his results-driven approach to creating tailored investment and financial planning solutions for clients seeking to fulfill their vision of financial success.
Previously, Mr. Heslop designed and researched investment portfolios for Fidelity Investment’s Strategic Advisors division and founded a private wealth management firm.
Most recently, he developed and managed a multibillion-dollar asset management platform for Commonwealth Financial Network.
As a portfolio manager, he was the expert that other financial advisors turned to for their client needs.
He received his undergraduate degree in Engineering from Union College (New York) and an MBA from Northeastern University.
He holds the Chartered Financial Analyst designation.