About me
I assist in managing discretionary portfolios for a diverse client base, ensuring each portfolio is carefully tailored to meet the unique needs and long-term objectives of each client.
Background/Experience
I recently graduated from Swansea University with a degree in Finance, where I passed the CFA Level 1 exam and interned with an asset management firm in Tokyo. Having completed the Investment Management Certificate (IMC), I am now preparing for the final CFA exam to earn my Chartered Financial Analyst designation.
My interests
Having recently relocated to Bristol, I'm embracing the opportunity to explore the city and all it has to offer. In my spare time, you'll find me socialising with friends and engaging in various sporting activities.
My areas of expertise
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