About me

Whether working with intermediaries and their clients or direct private clients, I strive to ensure that portfolios are managed to the highest possible standard matching clients' risk profiles, objectives and time frames. I have built and manage a team of investment professionals within the Edinburgh office, who are equally qualified and dedicated to ensure that client investment objectives are delivered.         

Background/Experience

After graduating from high school in Amarillo, Texas, I returned to the UK, gaining a BA (Hons) in Business Studies. I have since held various roles in the financial services industry from 1994, before joining the discretionary management world in 2005. In 2009, I was appointed senior client portfolio manager at Standard Life Wealth, where I was responsible for the management of private client portfolios, trust, charity and pension scheme assets. I later joined Williams De Broë (now Investec) in 2011. The experience and knowledge which I have built over the past two and a half decades has provide me with the expertise to assist financial planners and clients to achieve their financial goals.

My qualifications include:

• CFA (UK) Investment Management Certificate
• Chartered Insurance Institute’s Financial Planning Certificate
• Advanced Financial Planning G10
• Chartered Institute for Securities and Investment’s Private Client Investment Advice and Management (PCIAM)
• Being a Member of the Chartered Institute for Securities and Investment. 

My interests

I enjoy spending time with my wife and  children. Our favourite past-time is skiing but we also enjoy travelling, hill-walking, cooking and indulging in family meals.  

My areas of expertise

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