My primary role is to manage portfolios on behalf of a diverse range of clients including, private individuals, Charities, Trusts and companies.
Daniel graduated from the University of Birmingham with an upper second class honours degree in economics, joining the company in 2006. Daniel has completed the Investment Management Certificate (IMC) and the Securities and Investment Institute Diploma (passing the Private Client Investment Advice and Management paper with Merit). He is a Chartered Fellow of the Chartered Institute for Securities & Investment.
Outside of work he is a keen rugby player, playing for Camp Hill RFC, as well as coaching in the mini and junior sections.