About me

I am an Investment Director for the Investment Management team in the Belfast Office. I manage portfolios for private clients, pensions, trusts and corporate entities.

Specialisation

Associate Investment Director

Background/Experience

I began my career with BWD Rensburg (now Investec Wealth & Investment) over 20 years ago. I have undertaken a number of different roles including Personal Assistant, Investment Manager, Associate Investment Manager and now Investment Director.

I enjoy building client relationships and working closely with financial advisers and other intermediaries.

I am a proud member of ‘Women in Business’ N.I. and the Lean In ‘Women in Finance’ circle.

Qualifications

I am currently a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI). I have the CII Financial Planning Certificate; CII Diploma in Financial Planning; CISI Securities Representative and CISI Private Client Investment Advice and Management.

My interests

I enjoy spending time with my family, travelling and running.