Simon J. Heslop, CFA®
Simon joined Financial Strategy Associates, Inc., as a managing partner in 2014. Simon brings a passion for excellence and 20 years of financial services experience to the company. He works with clients in all stages of life on realizing their financial vision. He has a history of developing targeted investment portfolios to help investors meet their long-term objectives and truly enjoys the process of getting to know each Financial Strategy Associates, Inc., client.
Simon 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. Simon applies his results-driven approach to creating tailored investment and financial planning solutions for clients seeking to fulfill their vision of financial success.
Previously, Simon 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. Simon is happy to provide that same expertise directly to Financial Strategy Associate’s clients.
Simon earned his undergraduate degree in engineering from Union College and an MBA from Northeastern University and holds the Chartered Financial Analyst® designation. He has been recognized by Financial Advisor and Private Wealth magazines as a Research All-Star three times*.
Outside of work, Simon enjoys spending time with his wife, Alicia, and his three children, Rebecca, Kate, and Jack. He is an avid builder and furniture maker and enjoys the art of designing and building custom projects. An outdoor enthusiast, Simon enjoys cycling, hiking, and skiing. He takes part in a number of community service activities, including a role on the Newfield School Board’s Budget Advisory Committee.
*The magazines’ All-Star team recognizes a cross-section of research professionals, nominated by their peers, who help shape the makeup of client portfolios. The team was honored at the Third Annual Fiduciary Gatekeeper Research Manager Summit, sponsored by Financial Advisor and Private Wealth, October 24—25 at the Hyatt Regency in Boston.
Gavin Morrissey, JD, LLM, AIF®
Gavin has spent the past 18 years providing comprehensive financial and estate planning guidance to financial advisors across the country, in an effort to continuously improve the lives of their clients. He began his career with Commonwealth Financial Network in 1998 where he served in various roles with the majority of his tenure providing estate and financial planning advice to financial advisors seeking guidance for their clients’ most complex issues. Most recently, Gavin served as the senior vice president of wealth management, overseeing the investment management, research, and financial planning teams. Throughout his career, Gavin has been a contributor to several financial and news industry publications, including ThinkAdvisor, InvestmentNews, MarketWatch, and the Wall Street Journal.
Gavin joined Financial Strategy Associates, Inc., in 2016 as an opportunity to apply his expertise in a manner that directly assists clients reach their financial goals. He applies the disciplines learned through his education to provide tax-efficient holistic solutions that are customized to each clients’ needs. Gavin earned his undergraduate degree in economics and finance from Lafayette College, a juris doctorate (JD) from Thomas Jefferson School of Law, and a Master of Law in taxation (LLM) from the University of San Diego School of Law and holds the Accredited Investment Fiduciary (AIF®) designation.
Gavin and his wife, Nikki, are parents to two girls, Cailin and Teagan. When not working, Gavin can be found shuttling his children to various sporting events, including swimming, lacrosse, basketball, and soccer games. He is also an active member in his community volunteering at various school and sporting events in addition to serving on the board as chair and treasurer of Commonwealth Cares, a public charity located in Waltham, Massachusetts.