Professional Biography
Stay curious and never assume you know everything—markets change, people evolve, and the best decisions come from listening, learning, and adapting
How do you describe what you do?
I manage and construct tailored investment portfolios for private clients, charities, pensions, and trusts—supporting the growth and preservation of wealth through strategic implementation, market insight and trusted networks
What's next for you professionally?
I’m focused on strengthening client relationships, expanding my expertise in a dynamic investment landscape, and building a career defined by integrity, performance, and purpose.
What's the best piece of advice you've ever been given?
Stay curious and never assume you know everything—markets change, people evolve, and the best decisions come from listening, learning, and adapting
What's your favourite thing about your role?
Building long-term relationships and helping clients feel confident about their financial future—there’s real satisfaction in seeing thoughtful strategies deliver meaningful outcomes
When you're not at work, what's your favourite thing to do?
I love exploring new places—especially the mountains. Travelling gives me perspective, and the Dolomites are a favourite for their beauty, challenge, and sense of escape
What qualifications and memberships do you have?
- MSc Economics & Finance
- Chartered Wealth Manager
- CFA Level 1
- Member of Chartered Institute of Securities & Investment (MSCI)