I was one of the founding members of the Castlefield investment management business, having previously worked with the rest of the team within the institutional investment and fund management division of private bank, Brown Shipley.
After taking something of a leap into the unknown, the business continues to grow and in addition to managing segregated accounts for the firm’s discretionary clients, I'm also the lead manager of the Risk Managed Fund and co-manager of the Thoughtful World Equities Fund. 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 mountain biking and hiking in the Peak District where I live with my young family.