Professional Biography
I enjoy the challenges presented by no two days being the same
How do you describe what you do?
I manage client portfolios with different investment managers across Scotland and the North. I handle day-to-day investment decisions, monitor performance, and ensure portfolios align with client goals and market conditions.
What's next for you professionally?
Continuing to grow inflows into the team by strengthening relationships with investment managers across the business.
How did you start off in your career?
After four years in Edinburgh for University, I landed my graduate job at Morgan Stanley where I began building knowledge of financial markets and investment strategy, which led to the start of my CISI qualifications.
What's your favourite thing about your role?
I enjoy that no day is the same, each brings new challenges. I get to collaborate with investment managers from different offices daily which keeps things dynamic and helps build strong relationships across the business.
When you're not at work, what's your favourite thing to do?
I enjoy long walks with my dog, Murphy, through Kelvingrove Park or along the River Clyde. As well as spending quality time with friends and family often trying out new restaurants together.
What qualifications and memberships do you have?
Chartered Wealth Manager