I am responsible for managing discretionary portfolios on behalf of individuals, trusts and pensions.
Jennifer joined Quilter Cheviot in May 2019 from Brooks Macdonald Asset Management. Prior to this, Jennifer worked as an Operations Analyst at Morgan Stanley and graduated from Strathclyde University with a First Class Honours BSc in Mathematics. She has over 5 years’ experience working in the wealth management industry.
Jennifer is a member of the Chartered Institute for Securities & Investment (MCSI) and has completed the CISI Diploma in Wealth Management (Level 7) as well as the CISI Investment Advice Diploma (Level 4). Jennifer has also passed Level 1 of the Chartered Financial Analyst (CFA) Program.
Outside of work, Jennifer enjoys playing netball, reformer pilates and travelling.