I have over 26 years’ experience in investment management and research, having started my career in the City in 1997 with Capel Cure Myers as a Quants Analyst before moving to RBC Brewin Dolphin in 1998. During my 25 years at RBC Brewin Dolphin, my various roles included smaller company research managing charity portfolios, and latterly managing private clients, with an emphasis on high net worth/complex family estates. I was also a member of the Asset Allocation Committee for many years, given my keen interest and educational background in quantitative economics/macroeconomics.
I joined Canaccord in July 2024 where my role involves managing investment portfolios. This may be in conjunction with Wealth Planners to provide an integrated tailored financial planning and investment management service.
I am a Chartered Member of the Chartered Institute for Securities and Investment.