My career began in Edinburgh, spending nine years as an equity analyst and then fund manager at Aegon Asset Management. I then joined Castlefield, combining client-facing and investment roles, where I designed our B.E.S.T. investment approach and our Thoughtful Investor portfolio services, including launching our two Castlefield Thoughtful Portfolio Funds. I now focus solely on heading our client relationship team, keeping clients up to date on their portfolios and on market developments, and represent their views at our External Advisory Committee meetings. 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’m now a regular runner and volunteer at my local parkrun and a member of Styal Running Club, while I seem to have become an accidental marathon runner! I can also be found cheering on Sale Sharks during the rugby season.