Partner, Investment Management
BSc (hons), IMC, Chartered MCSI, CFA
I joined the team at Castlefield shortly after having graduated with a 1st class Accounting & Finance degree in the summer of 2011. As part of my degree I gained my first taste of the investment world whilst on placement, undertaking a year long research role for a large hedge fund in Oxfordshire. I am now a Partner in the investment management team at Castlefield.
I am a charter holder (Chartered Financial Analyst) of the CFA Institute, as well as a holder of the CFA UK Investment Management Certificate and CISI Investment Advice Diploma. I am also a member of both the CFA UK Institute and the Chartered Institute for Securities & Investment.
Outside of work I am a trustee for a couple of charities, including a grant-making foundation and a small development organisation running grassroots-led projects in rural Uganda, I enjoy football (following my hometown club, Leicester City), skiing and travel.
0161 233 4890
Winners and Spinners Report 2017
Report reveals best in class ethical funds but disappointingly also uncovers evidence of ‘greenwash’.Read more
Castlefield Survey Results
Appetite for ‘green investments’ is growing but consumers don’t know where to go for advice...Read more
RECOGNITION OF OUR EXPERTISE
We are delighted that Castlefield has received some recent recognition for our expertise.Read more