Meet the team

  • Joe Kelly

Assistant Client Manager

BA (Hons)

I joined the Client Management team at Castlefield in 2024 following Client Relationship Management (CRM) roles in consultancy and financial services. Prior to this, following the completion of my degree in Modern History and Economics at the University of Manchester, I spent time travelling in Europe and South East Asia.

I first encountered Castlefield whilst researching ESG (environmental, social and governance) investing. I was intrigued by values-led investment approach which places ethical considerations at the centre of its investment strategies, living up to the name ‘the Thoughtful Investor’.  

This firmly resonated with my personal values and concerns about the future of our society and am now enjoying working with like-minded colleagues in a business that places environmental considerations at the forefront of decision making.

My time away from work tends to be spent travelling abroad, attending live music events or enjoying the great British outdoors with the dog.