BIOGRAPHY
I am hugely passionate about markets and enjoy the responsibility of taking personal care of your investments. Honesty and commitment are at the heart of everything I do, ensuring your wealth is managed in a transparent and prudent way.
I have over 23 years’ experience in the financial services and investment industry, managing clients’ investment portfolios with specialist expertise in multi-currency investment strategies across fixed income and capital markets.
I was previously a stockbroker at Collins Stewart Wealth Management, before moving on to manage conservative multi-currency bespoke investment solutions at Brooks Macdonald International. More recently, I was responsible for fixed income mandates for Canaccord Genuity Wealth Management.
My 3 passions in life are my family, football and investment markets. When I’m not coaching or watching football, I’m often found watching CNBC or reading an investment journal as part of my nightly routine. My secret ambition is to ring the ‘closing bell’ on the New York Stock Exchange!
I’m a Fellow of the Chartered Institute for Securities & Investment and I also hold the Private Client Advice and Management Certificate.
I am hugely passionate about markets and enjoy the responsibility of taking personal care of your investments. Honesty and commitment are at the heart of everything I do, ensuring your wealth is managed in a transparent and prudent way.
I have over 23 years’ experience in the financial services and investment industry, managing clients’ investment portfolios with specialist expertise in multi-currency investment strategies across fixed income and capital markets.
I was previously a stockbroker at Collins Stewart Wealth Management, before moving on to manage conservative multi-currency bespoke investment solutions at Brooks Macdonald International. More recently, I was responsible for fixed income mandates for Canaccord Genuity Wealth Management.
My 3 passions in life are my family, football and investment markets. When I’m not coaching or watching football, I’m often found watching CNBC or reading an investment journal as part of my nightly routine. My secret ambition is to ring the ‘closing bell’ on the New York Stock Exchange!
I’m a Fellow of the Chartered Institute for Securities & Investment and I also hold the Private Client Advice and Management Certificate.
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