Scott Sheldon, CFA
InvestorRelationship Manager at Rockpool Investments
London, England, United Kingdom
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
- Rockpool InvestmentsInvestment Analystcurrent2024 — present
- Rockpool InvestmentsRelationship Manager2021 — 2024London, England, United Kingdom
- Rockpool InvestmentsPrivate Client and Entrepreneurs Team2020 — 2021London, England, United Kingdom
- GlobaleyeWealth Manager2019 — 2020Abu Dhabi, United Arab Emirates
- British Embassy UAEECO2018 — 2019Abu Dhabi
- deVere AcumaAssociate Wealth Consultant2016 — 2017Abu Dhabi, United Arab Emirates
Education
- The Chartered Institute for Securities & Investment (The CISI)Certificate in International Advanced Wealth Management, Finance and Financial Management Services2019
- CFA InstituteCFA Level - 1, Finance2017 — 2018
- Coventry UniversityBachelor of Arts (BA), Financial Economics2011 — 2014
- Queen Elizabeth School2004 — 2011
Skills & more
Python (Programming Language)2Visual Basic for Applications (VBA)2Private Equity Funding7Business Development5Alternative Investments7Investments2Retirement Planning2Financial Services2Estate Planning2Marketing Strategy2Customer Service3Inheritance Tax Planning3
+8 more
Self-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
- Where does Scott Sheldon, CFA work?
- Scott Sheldon, CFA is Relationship Manager at Rockpool Investments.
Same school
Also attended The Chartered Institute for Securities & Investment (The CISI)41
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Also attended CFA Institute334
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Also attended Coventry University21
Andrew JeanneInvestor at MedicxiNikita ChernyshukInvestment Analyst at iTech CapitalDavid GlickCEO at Edge VCEran GiladManaging Partner at Scopus Ventures Management, LlcDimitri LiquetHead of Industries at Meusinvest (Noshaq)Nat FalconerVenture Partner at Cornerstone VC
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Shared employers
Also worked at Rockpool Investments9
Warrick ShanlyInvestment Advisor at Soma CapitalAlexander WeightonPrivate Client Executive at Rockpool InvestmentsLouis NealeRelationship Executive at Rockpool InvestmentsTom SkinnerRelationship Manager at Rockpool InvestmentsHarry GodfreyRelationship Manager at Rockpool InvestmentsMax TaylorRelationship Manager at Rockpool Investments
+ 3 more