Based in Charleston, Simon O’Shea directs investment and strategy for Ballast Rock, leveraging his almost two decades in a variety of leadership roles at Morgan Stanley, Lloyds and BNP Paribas.

Simon has spent his career covering some of the largest Global Institutional Investment Managers and has a deep understanding of raising and deploying capital.

Before moving into banking Simon qualified as an actuary with KPMG, where he worked in their non-life Actuarial practice. He also spent time in KPMG's management consultancy practice, advising organizations on optimizing systems, processes, change management and project management.

Licenses: Series 7 & 63