Professional Biography
I want to continue to develop the deep relationships I have with my clients
How do you describe what you do?
I'm an investment manager, and I've been with the company for over a decade now. I spend my time managing and advising on investment portfolios for charities and individuals to help them achieve their long-term objectives.
What's next for you professionally?
I'd like to continue to develop new relationships with those who could benefit from my assistance, and deepen the relationships that I have with existing clients.
What qualifications and memberships do you have?
- Chartered Fellow of the Chartered Institute for Securities & Investment
- CFA Sustainable Investing Certificate
- MSc International Banking, Finance & Risk Management
- BSc (Hons) Mathematics