Profile
Simon John Heslop worked as Managing Partner at FSA Wealth Management LLC from 2014 to 2025.
Mr. Heslop completed an undergraduate degree at Union College (New York) in 1988 and earned an MBA from Northeastern University in 1993.
Former positions of Simon John Heslop
| Companies | Position | End |
|---|---|---|
FSA Wealth Management LLC
FSA Wealth Management LLC Investment ManagersFinance FSA Wealth Management works closely with each client to identify their investment goals and objectives, risk tolerance and financial situation to create a portfolio strategy. The firm manages client portfolios utilizing Modern Portfolio Theory predominantly in long-term strategic portfolios. Each client will be invested in their individual risk profile and managed to a target risk and return level. Portfolios are constructed using a mix of mutual funds and exchange-traded funds (ETFs) depending upon the asset class or sub-asset class. | President | 2025-12-30 |
Training of Simon John Heslop
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Union College (New York)
Union College (New York) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Northeastern University
Northeastern University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
FSA Wealth Management LLC
FSA Wealth Management LLC Investment ManagersFinance FSA Wealth Management works closely with each client to identify their investment goals and objectives, risk tolerance and financial situation to create a portfolio strategy. The firm manages client portfolios utilizing Modern Portfolio Theory predominantly in long-term strategic portfolios. Each client will be invested in their individual risk profile and managed to a target risk and return level. Portfolios are constructed using a mix of mutual funds and exchange-traded funds (ETFs) depending upon the asset class or sub-asset class. | Finance |
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