Joined Equilibrium in 2011
I joined Equilibrium because I wanted to work in a smaller, but growing firm; a role where I could directly influence investment decision making. Equilibrium has a dynamic and progressive nature, and staff and clients benefit from the firm’s support and commitment to improvement.
My maths and investment background gives me a pragmatic analytical approach with a large amount of investment knowledge. With my understanding of the platforms and systems used by Equilibrium, I’m able to link investment decision-making with the application to our clients’ portfolios. I’ve been awarded Chartered Institute of Securities and Investment Diploma and the CFA Investment Management Certificate. I’m also a Chartered Wealth Manager.
Outside work, I like spending time with my family. I have one son, Xander, with another on the way. I’m a regular at the gym, enjoy playing football on weekends and plan to run another marathon at some point. I’ve built up a good collection of single malt whisky, too, and enjoy specialist whisky tastings and festivals.