I started my journey in the wealth management industry in 2004.

I joined the company as part of the acquisition of Punter Southall Wealth (PSW) where I had been the Chief Investment Officer. The PSW investment service had won awards and we had a long track record of achieving our clients’ financial aims.

Today, together with Richard Champion I co-lead our investment process, asset allocation decisions and multi-asset model portfolio construction and am responsible for our fixed interest research. I also spend a lot of my time working with our internal financial planners and external contacts to explain our investment proposition. I graduated from Trinity College, Dublin with an MA (Hons) in Classics in 2003.