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Associate Director

Joshua Gillam CFA

Investment management


Josh is an Associate Director and has been working with Charities for over 9 years’. He works with a range of charities and typically manages bespoke multi‑asset portfolios for our charity clients. Josh is a member of charity committee, our Direct Investment Committee, and is one of our equity sector specialists. He is one of a select group of investment professionals in the industry to hold Chartered Financial Analyst Charterholder status and is also an associate of the Chartered Institute for Securities & Investment.

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