Professional Biography
My role is the ideal mix of intellectual challenge and human connection.
How do you describe what you do?
I manage investment portfolios and relationships for private clients, charities, and trusts, and serve as an analyst on the US collectives team
What's next for you professionally?
I’m focused on building trusted, long-term relationships with clients by delivering clear, thoughtful investment advice, while deepening my expertise in US collectives and contributing to the growth of our Edinburgh team
What's your favourite thing about your role?
The most rewarding parts of my role are deepening my investment expertise and spending time with people. As someone who’s both curious and social, it’s the ideal mix of intellectual challenge and human connection.
When you're not at work, what's your favourite thing to do?
Outside of work, I love spending time with my family and friends. I’m a keen skier, golfer, and runner, and I also enjoy reading - or at least listening to audiobooks as life gets pretty busy!
What qualifications and memberships do you have?
CISI Level 7 Diploma in Wealth Management