I began my financial services career working for a large UK wealth manager in 2002. I joined Mattioli Woods in 2013 as part of the investment operations team and later moved into investment management and research.
I currently co-manage Mattioli Woods’ multi-asset funds, with primary research responsibilities for a range of fixed income and equity sectors. I also work closely with the company’s consultants to ensure appropriate investment outcomes for clients. I am an associate member of the Chartered Institute for Securities and Investment.
My time at Mattioli Woods has seen me involved in several projects that have succeeded in evolving our investment proposition. A particular highlight was my significant role in the move from our historical model portfolio structure to the current multi-asset fund offering. This has created substantial value for our clients, from both a consistency of outcome and cost basis.
When not following investment markets and keeping up to date with economic news, I enjoy spending time with my teenage son and watching motorsports. Having spent my early childhood on the Norfolk coast, I am always keen to get back to the beach.