About me
Within our specialist Charities team I work as an Investment Director providing advice and portfolio management for charities and not-for-profit organisations. I am involved in the firms wider investment process through the Responsible Investment Committee, integrating sustainability throughout the group.
Background/Experience
After 16 years' industry experience including managing portfolios for trusts, corporates and high net worth individuals, I sought out a move to the charity sector to work with organisations who give back to society and the environment. I have a keen interest in sustainable investment and studied Sustainable Finance with the Cambridge Institute for Sustainability Leadership and Green Finance with the Chartered Banker Institute. I am a qualified Chartered Wealth Manager, a Chartered Fellow of the CISI and holder of the CFA Certificate in ESG Investment.
My interests
I have discovered a love of trail running and am currently training to run an ultra-marathon through the Mont Blanc massif.
My areas of expertise
Contact me via the form to learn more about....
Helping charities and mutuals with planning and investments
Home coffee brewing following a lockdown-induced obsession.
