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Sam Curl

Assistant Investment Manager

Portfolio Management

Isle of Man

About Sam

I graduated from Nottingham Trent University, where I completed my masters in Project Management, undergraduate degree in Business Management and Marketing and my Level 5 CMI Management and Leadership qualification.

In my current role I am responsible for the administrative, financial and client contact side of projects, ensuring clients were kept updated at every stage. Prior to this I was a graduate Project Manager at Pell Frischmann.

I am curently studying towards my Level 3 CISI Introduction to Securities and Investment qualification, with the aim to work towards the Investment Advice Diploma.

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If you’d like to have an informal, no obligation conversation or have questions for us directly, please get in touch.

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