I graduated from Newcastle University with a distinction in Accounting, Finance and Strategic Investment (MSc), covering financial and management accounting, economics, capital markets, financial planning, and investment. Prior to this, I achieved an upper-second class honours degree in Geography (BA). Having completed an internship, I joined Mattioli Woods on a permanent basis in 2019 and have held roles in client relationship management and investment operations.
Currently, I am responsible for providing investment research for our direct equity portfolios, as well as contributing to the Equity Selection Committee and Investment Policy Committee. I am currently studying towards the Investment Management Certificate.
Outside of work I play lacrosse for my local team and enjoy cycling and skiing.