Head of Operations
Carl joined Canaccord Genuity Wealth Management as part of the acquisition of Punter Southall Wealth. Carl holds a Master’s degree in Chemistry from Bristol University and began his career in 2007 as a trainee investment adviser at Bestinvest, and went on to complete his professional investment management qualifications. In 2021, after several years of managing investment portfolios, Carl transitioned away from portfolio management to lead our investment operations team, where he is applying his client-facing experience to the systems, technology and controls side of the business. Carl is a Chartered Fellow of the CISI and holds the CISI Diploma in Wealth Management.
Location: London
Contact:
Carl.Fiford@canaccord.com
View Carl Fiford's profile on LinkedIn