Investment Director/Assistant Head of Worcester Office
I have over 20 years of experience within the investment management industry, acting for private clients, companies and a number of charities. I work within a highly experienced team in our Worcester office, whilst also having access to the support and wider investment research resources within the Canaccord Genuity group. I joined the company in 2017 in Worcester, following its acquisition of Hargreave Hale, having previously worked for a regional stockbroking firm in Birmingham. I sit on the firm’s investment trust committee which means that I regularly attend meetings with a wide range of external fund managers and gain an invaluable insight into different areas of the global investment market. I am a Chartered Wealth Manager and a Fellow of the Chartered Institute for Securities and Investment.
A bit about me:
I have three sons who are growing up, so I’m looking forward to having some quality time with my wife and on the golf course (naturally in that order).
What does can-do mean to me:
You could call it an ethos, an approach, or an ideology. We simply call it can-do.
For me, Can-do is very much about working within a firm with a positive culture at all levels, where colleagues are always willing to be supportive on a day-to-day basis and collectively strive to deliver positive outcomes for our clients.