Having worked in financial services since 1991, I joined Mattioli Woods in 2007 and have become a key member of both the Group’s Asset Allocation Committee and the Investment Research Team. I am also chair of the Portfolio Management Committee, a team responsible for the management of all discretionary non-multi-asset fund and tailored portfolios.
In my time since joining the company, I have been involved with creating wealth management strategies for high-net-worth individuals in addition to a number of final salary pension schemes.
I currently hold the Investment Management Certificate and the Investment Advice Diploma and I am an Associate of the Chartered Institute of Securities and Investment.
Outside of work, I take great delight in doing most of the cooking for my family and enjoy watching most sports, especially rugby and football. Most weekends are spent walking our cockapoo or playing tennis at my local club.
