My career began in Edinburgh when 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, before subsequently joining Castlefield. Here, I combine an investment role (that includes being the lead manager of the Castlefield Sustainable Portfolio Funds since inception) with heading up 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.