After a successful career in investment banking I was appointed to the role of Business Development Director upon joining Mattioli Woods in January 2015. My connection with Mattioli Woods can be traced a little further back, actually, to 2005 when I played a key role in Mattioli Woods’ AIM IPO advisory team.
My background is in equity capital markets having spent more than two decades advising plc boards and private companies on capital raising/liquidity events, IPOs, M&A activity and institutional investor relations. I bring an extensive knowledge of capital markets and a broad contact base of directors, advisers, private equity and venture capital specialists.
At Mattioli Woods I have a wide-ranging remit that has a particular focus on clients within sport, family and owner managed businesses, and professional services partners across our core expertise of financial planning and employee wellbeing. I also sit on the Private Investors Club committee and work closely with the discretionary portfolio managers and the tax efficient planning team. I work across the whole of the UK and split my time between the London, Leicester and Newmarket offices.
Away from the office I am a keen sportsman playing hockey and, when the water is warm enough, attempting to surf, mainly in North Cornwall. Having spent most of my life in London, my family and I recently moved to Leicestershire.