I joined Castlefield in October 2023, relocating from London to North Derbyshire to be closer to home. Prior to my role at Castlefield, I served as an Associate Portfolio Manager within Brown Advisory's International Private Client team. In that capacity, I was responsible for building and managing global, multi-asset portfolios for a wide range of clients, including private individuals, families, charities and institutions. As an Investment Manager here at Castlefield, I co-manage the Sustainable Portfolio Funds and I contribute to the team’s investment research activities.
I studied Accounting and Finance at Leeds Beckett University and have completed several industry qualifications, culminating in the Chartered Institute for Securities and Investment (CISI) Chartered Wealth Manager qualification. Alongside the qualifications, I am also a Chartered Fellow of the same Institute. Away from work, I try to spend as much time as I can outdoors - walking, running and camping in the hills of the Peak District and beyond. I’m also a keen, yet incredibly unaccomplished, photographer.