My career began in Edinburgh, spending nine years as an equity analyst - primarily on European equities while also with a period as a global sector analyst, and then fund manager at Aegon Asset Management. I then joined Castlefield, combining a client-facing and an investment role (as lead manager of the Castlefield Sustainable Portfolio Funds). I now focus solely on heading our client relationship team, keeping clients up to date on their portfolios and on market developments. I’m a charter holder (Chartered Financial Analyst) of the CFA Institute as well as an individually Chartered Member of the Chartered Institute for Securities & Investment (CISI).
I enjoy running - being a regular runner and volunteer at my local parkrun - and have finally succumbed to tackling marathons! I can also be found cheering on Sale Sharks and dabbling at photography.