Who do I work with?
I work with all our consultant teams and their clients who use our investment management services.
At the start of the year, I was delighted to have passed my CFA Level 1 exam. I am now currently on the path to sitting level 2, with the aim of becoming a CFA Charter Holder. Furthermore, I am a proud holder of the CFA UK Society Investment Management Certificate. I have been in the asset management industry for nearly four years.
I began my career in the asset management industry as an investment analyst where I worked closely with the investment managers and CIO. I am now part of the Investment Team at HFMC Wealth. As assistant investment manager – I support the investment manager and CIO with the management of the Core, Passive and Positive Impact Model Portfolios within the firm. I am also a member of the HFMC Group Investment Committee, which is responsible for the investment governance function of the firm.
Outside of work, I enjoy spending time with friends and family, buying and selling products on Amazon, and helping to run a barbershop which I set up with my best friend during the covid pandemic.