Investment Director, Head of SRI
I joined Canaccord Genuity Wealth Management as part of the acquisition of Punter Southall Wealth (PSW) and I manage a range of different portfolios, including private clients, trusts and charities. I specialise in ESG investing and launched PSW’s SRI Service in 2019. I began my career at Neptune Investment Management, helping to build relationships with discretionary fund managers and institutional clients. I hold a BA in politics from Nottingham University, have completed the IMC, the Chartered Wealth Management Qualification (level 7), the CFA ESG Certificate and achieved a distinction for my master’s degree in wealth management at Cass Business School. I was also named in Citywire’s Top 30 under 30 Wealth Managers for 2019.
A bit about me:
I enjoy spending time with family, and when not with them you will most likely find me on the golf course or squash court.
What does can-do mean to me:
You could call it an ethos, an approach, or an ideology. We simply call it can-do.
You have to love what you do, and fortunately I do. Whether it is achieving clients' goals or presenting to students on the industry, Can-do inspires me to make that difference and have a positive impact.
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