Professional Biography
I help clients grow their wealth over the long term
How do you describe what you do?
I manage bespoke, multi-asset investment portfolios to help clients grow their wealth over the long-term.
What's next for you professionally?
I aim to deepen client relationships, build long-term trust and continue refining investment strategies that deliver consistent, meaningful outcomes.
How did you start off in your career?
I started my career on the graduate scheme in 2020, gaining broad exposure to investing and building the foundations for managing client portfolios today.
What's your favourite thing about your role?
The fact that my role combines my passion for investing with the opportunity to meet interesting people and support them in reaching their financial goals.
When you're not at work, what's your favourite thing to do?
When I'm not at the office, you will most likely find me playing tennis.
What qualifications and memberships do you have?
- CFA Charterholder
- Chartered Wealth Manager (CISI)
- First-Class Master of Engineering (MEng) in Mechanical Engineering, University of Warwick