I am responsible for managing portfolios on behalf of individuals, trusts, charities and pensions.
Joe joined in 2011 from Franklin Templeton Investments, having completed their graduate scheme, to open and establish the Quilter Cheviot Edinburgh office.
Joe holds a MA (Hons) in Economics from Aberdeen University, is a member of the Chartered Institute for Securities & Investment (MCSI) and has completed the CISI Masters in Wealth Management qualification. Joe was named as one of the Citywire Wealth Manager “Top 30 under 30” wealth managers in the UK in 2013.
Joe enjoys playing golf, football and squash.