I joined Mattioli Woods in 2009 as a member of the wealth management administration team before moving across to the investment management team in 2010. Originally working as Investment Manager Support, I soon progressed to Investment Analyst before moving to Investment Manager in 2015.
I am a key member of both the Group’s Asset Allocation Committee and Investment Research Team. Alongside this I am a member of the Portfolio Management Committee, the team responsible for the management of all discretionary portfolios, and am the lead manager on our Diversified Income Portfolio. I am also the lead analyst for Private Equity, Absolute Strategies and Global Real Estate, and regularly contribute to the Group’s Monthly Marketing Commentary.
I hold the CII Certificate in Investment Operations, CFA Certificate in ESG Investing and CFA Certificate in Investment Management.
When not managing investments, I enjoy trying new foods particularly from street markets. I also enjoy trying to replicate some of the recipes from home but do not always enjoy the taste of what I have cooked!
Insights
