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Work History
- C Hoare & Co
- Funds Research Analyst
- April 2010 to Present
- Select best of breed funds for inclusion in model portfolios.
- Research funds across all asset classes, including fixed interest, UK and international equities, private equity, hedge funds, property, and structured products.
- Quilter
- Investment Executive
- April 2006 to April 2010
- Managed multi-asset discretionary portfolios for high net worth clients, personal pensions, trusts, and charities
- Used a wide range of asset classes, including UK and international direct equities, fixed interest, private equity, hedge funds, and property when constructing client portfolios.
- Created bespoke RFPs for potential new clients.
- Attended meetings with clients, trustees, financial advisers, fund managers, etc.
Education
- London South Bank Univeersity
- Master of Science, International Finance & Investments
- 2005 - 2007
- University of Southern California
- Bachelor of Arts, Psychology, Business
- 2002 - 2005
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