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Scott Sheldon, CFA

Investor

Relationship Manager at Rockpool Investments

London, England, United Kingdom

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About

Scott Sheldon is an Investment Analyst at Rockpool Investments, a firm focused on connecting private investors with private equity opportunities. He holds the CFA designation.

Experience

  1. Rockpool InvestmentsInvestment Analystcurrent2024 — present
  2. Rockpool InvestmentsRelationship Manager2021 — 2024London, England, United Kingdom
  3. Rockpool InvestmentsPrivate Client and Entrepreneurs Team2020 — 2021London, England, United Kingdom
  4. GlobaleyeWealth Manager2019 — 2020Abu Dhabi, United Arab Emirates
  5. British Embassy UAEECO2018 — 2019Abu Dhabi
  6. deVere AcumaAssociate Wealth Consultant2016 — 2017Abu Dhabi, United Arab Emirates

Skills & more

Python (Programming Language)2Visual Basic for Applications (VBA)2Private Equity Funding7Business Development5Alternative Investments7Investments2Retirement Planning2Financial Services2Estate Planning2Marketing Strategy2Customer Service3Inheritance Tax Planning3
+8 moreSelf-Invested Personal Pension (SIPP)Passive IncomeSMERunningAnalytical SkillsManagementProblem SolvingCritical Thinking
  • Chartered Financial Analyst® (CFA) Charterholder — CFA Institute

From Scott's professional profile.

Colleagues at Rockpool Investments

Alexander Weighton
Private Client Executive at Rockpool Investments
Charles Taylor
Relationship Manager at Rockpool Investments
Dylan Lyons
Private Client Executive at Rockpool Investments
Harry Godfrey
Relationship Manager at Rockpool Investments
Louis Neale
Relationship Executive at Rockpool Investments
Louise Taylor
Relationship Director at Rockpool Investments
Max Taylor
Relationship Manager at Rockpool Investments
Tom Skinner
Relationship Manager at Rockpool Investments

Frequently asked questions

Who is Scott Sheldon, CFA?
Scott Sheldon is an Investment Analyst at Rockpool Investments, a firm focused on connecting private investors with private equity opportunities. He holds the CFA designation.
Where does Scott Sheldon, CFA work?
Scott Sheldon, CFA is Relationship Manager at Rockpool Investments.
Where did Scott Sheldon, CFA go to school?
Scott Sheldon, CFA studied at The Chartered Institute for Securities & Investment (The CISI) (Certificate in International Advanced Wealth Management, Finance and Financial Management Services); CFA Institute (CFA Level - 1, Finance); Coventry University (Bachelor of Arts (BA), Financial Economics).

Same school

Shared employers