Professional Biography
True wealth management lies in distilling market noise into actionable insights for clients.
How do you describe what you do?
My day-to-day involves managing investment portfolios, bridging the gap between complex financial markets and our clients' personal lives.
What's next for you professionally?
What really excites me is taking the next step from supporting the team to driving those client relationships myself. I find a real joy in meeting new people and ensuring they feel heard.
What's an experience with a client that's stuck with you?
I recall a client review meeting where I was shocked to hear almost nothing about performance or markets. The height of trust is when a client delegates the financial heavy lifting entirely, leaving time and headspace to enjoy their success.
How did you start off in your career?
As a curious teenager, I funded my first investment portfolio with cash earned frying chips and nuggets at McDonald’s. It didn’t take long for me to learn the importance of preserving capital… especially when said capital is my hard-earned savings.
Where's your favourite place to meet with your clients?
Anywhere different. I love seeing new places and eating different food. I think it’s really important to push the boundaries of home comforts with the limited time we have.
What qualifications and memberships do you hold?
- ACSI Securities and Investments
- BEng Mechanical Engineering