Professional Biography
I enjoy the variety of my role—no two days are the same
How do you describe what you do?
I support our investment managers by preparing analysis and insights that help serve clients effectively, while continuously learning and building my expertise to contribute more to the team.
What's next for you professionally?
Next for me is continuing to learn from the team while working towards completing my Level 7 qualifications, so I can take on more responsibility and better support our clients and investment managers.
How did you start off in your career?
I began my career in back office roles such as valuations and corporate actions, which provided a strong foundation and valuable insight into the wealth management industry, leading to my current role as an Associate Investment Manager.
What's your favourite thing about your role?
I enjoy the variety of my role—no two days are the same. I get to support both clients and our investment managers while continuously learning and developing my skills in a dynamic, collaborative environment.
When you're not at work, what's your favourite thing to do?
I love spending time outdoors with friends, especially hillwalking. I've completed 135 of Scotland’s 282 Munros so far—each climb is a challenge and a chance to explore more of the country’s stunning landscapes.
What qualifications and memberships do you have?
- First class honours in Economics from the University of Strathclyde
- Investment Advice Diploma
- Member of the Chartered Institute for Securities and Investment