Professional Biography
Every client is different, so I create bespoke solutions designed uniquely for them
How do you describe what you do?
I’m an investment manager focused on long-term wealth growth for a diverse range of clients. Every client is different, so I create bespoke portfolios designed around their individual goals and priorities.
What's next for you professionally?
Professionally, I’m focused on helping clients navigate ever-changing markets, adapting strategies to capture opportunities and manage risk, while continuing to deepen my expertise in my specialist research areas such as structured products.
How did you start off in your career?
I began my career at an investment bank in London, but I missed the rural feel and community in Belfast, where relationships are valued. Returning home allowed me to build my career while continuing my passion for structured products.
What's your area of expertise?
My expertise lies in global investment trusts, consumer staples, and structured products. Structured products are increasingly useful for clients approaching the drawdown phase of their financial plan.
When you're not at work, what's your favourite thing to do?
I love being outdoors, hiking in the Mournes, surfing in Donegal, or cycling through the countryside. The only challenge, of course, is the weather!
What qualifications and memberships do you have?
Chartered Member of the Chartered Institute of Securities & Investment (CISI)