Director and senior investment manager within MHA Wealth, with nearly 30 years in the industry. Experienced manager of a diverse range of charity portfolios, working with trustees to meet the charity's objectives.
Overview
1
1
Certification
2
2
years of post-secondary education
29
29
years of professional experience
Work history
Director
MHA Wealth (formerly Cave & Sons)
Northampton
2006.04 - Current
Progressed from trainee stockbroker to director, demonstrating commitment and capability in advancing within the firm.
Experienced stockbroker, dealing with all client types from small retail investors to high net worth individuals.
Senior investment manager with responsibility for managing a full book of clients including high net worth individuals, companies and trusts.
Management on portfolios of behalf of numerous local charities to include meeting their own particular requirements, discussing and agreeing risk parameters and reporting on performance at trustees' meetings.
Member of in-house investment committee which oversees the firm's asset allocation and strategy.
Seniority within the firm has added further skills and responsibilities such as management of staff, business development and operational oversight of the investment management function.
Investment fund management assistant / supervisor
Grant Thornton UK LLP
Northampton, Northamptonshire
1997.06 - 2006.04
Supported investment managers in servicing clients effectively.
Engaged with London-based brokers to review and optimise portfolios.
Coordinated transition to new custodial service and client database, ensuring seamless integration.
Education
Bachelor of Arts - Business and Law
University of Leicester
Leicester
1994.09 - 1996.06
Skills
Strong verbal and written communications
Attention to detail
Team leadership
Keen analytical skills
Certification
Holds Chartered Wealth Manager accreditation through the Chartered Institute for Securities & Investment (CISI)