About Robert
I joined Canaccord in 2023 as a qualified stockbroker and portfolio manager.
My expertise includes financial markets, investments, financial advice, and wealth management, gained from diverse roles across various companies and cultures. I am skilled in analysing client situations and providing effective solutions, adding measurable value to private and institutional portfolios.
I am a Chartered Member of the UK's Chartered Institute of Securities and Investments (CISI) and hold the Investment Advice Diploma (IAD). I also hold a Master in Business Administration (MBA), the CFA UK's Investment Management Certificate (IMC) and the ACI’s Dealing Certificate.