Areas of expertise
Discretionary Investment Management for private clients
Joe joined Smith & Williamson in 2018 and works as a discretionary Investment Manager for individuals, families, pensions and trusts. In addition, Joe is an analyst for the Real Estate Equities team and is a member of the in house Fixed Income Collectives Research team. Joe is a graduate from Durham University with a degree in Economics. He holds the CISI Chartered Wealth Management qualification and is currently working towards completing the CFA programme.