Professional Biography
There is no ceiling - not on what I can learn, not on the clients I can build trust with, not on the value I can add.
How do you describe what you do?
Building and managing client portfolios and relationships, as well as an analyst for consumer discretionary and communication services stocks, and fixed income funds.
What's next for you professionally?
I'm just getting started, continuing to build my career by deepening my market knowledge and relationships with clients. I can't wait!
What's the best piece of advice you've ever been given?
You can easily judge the character of someone by how they treat those who can do nothing for them.
How did you start off in your career?
An internship in equity research at an investment bank whilst at university. Fascinating, and it sparked my love of markets - but I didn't spend much time speaking to real people! I joined Evelyn Partners in 2022 to try and find the best of both worlds.
What's your favourite thing about your role?
There is no ceiling - not on what I can learn, not on the clients I can build trust with, not on the value I can add. This makes coming into work every day so motivating knowing that my possibilities aren't limited by my age.
What qualifications and memberships do you have?
- Investment Advice Diploma Level 4
- Charted Wealth Manager Level 7
- Level 1 of the CFA