About Mark
I have worked in private client investment management since 1999, and have been with Adam and Company, now Canaccord Wealth, since 2008. Prior to this I held similar roles at Newton Investment Management in London and Equity Trustees in Melbourne.
My role is focussed on managing client portfolios including a range of Charities, Pension Funds and private individuals. I am responsible for ensuring a consistent approach across the business, working with the Chief Investment Office to ensure our clients gain the benefit of expertise of the wider Canaccord business. I am both a member of the CISI and a CFA Charterholder.