Professional Biography
I'm hugely grateful, and fortunate, to be trusted by clients and colleagues and it's that responsibility that motivates and drives my efforts.
How do you describe what you do?
Alongside direct fixed income portfolio management responsibilities I contribute fixed income guidance and specialism across the group. I chair the Evelyn Partners Fixed Income Group and am a member of the Evelyn Partners Asset Allocation Group.
What's next for you professionally?
Continued knowledge gathering & sharing.
How did you start off in your career?
I started as a unit trust accountant, preparing the accounts for the funds I had ambition (and hope) to, one day, manage. After qualifying I was given that opportunity and began training, learning and studying to be a portfolio manager.
What's your area of expertise?
Fixed income; I contribute fixed income guidance and specialism across the group and chair the Evelyn Partners Fixed Income Group. Earlier in my career I was lead manager of the S&W Short-dated Corporate Bond Fund and the S&W Fixed Interest Fund.
What's your favourite thing about your role?
I love helping clients and colleagues solve investment puzzles; collaboratively and collegiately working out how best to deliver desired outcomes and objectives.
What qualifications and memberships do you have?
- CFA Charterholder
- Chartered MCSI