Eric Williamson
Investment Manager at Cartlidge Morland- Claim this Profile
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Bio
Credentials
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Investment Management Certificate (IMC)
CFA InstituteJun, 2017- Sep, 2024 -
Associate (ACSI)
The Chartered Institute for Securities & Investment (The CISI)Apr, 2021- Sep, 2024
Experience
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Cartlidge Morland
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United Kingdom
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Financial Services
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1 - 100 Employee
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Investment Manager
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Sep 2022 - Present
I have joined Cartlidge Morland's in house investment team, currently going through induction. I will expand upon this in the coming week, but can say I've had a great first day. I have joined Cartlidge Morland's in house investment team, currently going through induction. I will expand upon this in the coming week, but can say I've had a great first day.
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TAM Asset Management Ltd
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United Kingdom
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Financial Services
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Investment Manager
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Jan 2021 - Aug 2022
I am responsible for managing TAM's Euro denominated model portfolios and a host of peripheral models we offer on a multitude of online platforms, such as Aviva, Transact and Acentric. I sit on TAM's Investment Committee which takes a top-down approach to managing money for clients in the UK, Europe and further afield.
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Investment Analyst
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Sep 2016 - Jan 2021
I started as an Investment Analyst, sitting on the Investment Committee, and also progressed into dealing for the company as I gained experience. Between 2018 and 2020, I headed and developed the newly created in-house dealing team and saw it through to successfully handing it over to the fully trained dealers who now run it independently.
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Intern
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Jul 2015 - Sep 2015
I interned every summer with TAM during my time at university, learning from every member of staff about how various aspects of the business worked. I also started fund analysis, selection and portfolio construction. I interned every summer with TAM during my time at university, learning from every member of staff about how various aspects of the business worked. I also started fund analysis, selection and portfolio construction.
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Beatha Wealth Management
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United Kingdom
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Investment Banking
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Work experience/Part-time work
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May 2012 - Nov 2012
Two weeks work experience with this IFA led to a three month part time job. I then joined the BA Finance, Investment & Risk course at Glasgow Caledonian University following this experience. It was a real crossroad for me and I haven't looked back since. Two weeks work experience with this IFA led to a three month part time job. I then joined the BA Finance, Investment & Risk course at Glasgow Caledonian University following this experience. It was a real crossroad for me and I haven't looked back since.
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Education
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2012 - 2016
Glasgow Caledonian University
Bachelor of Arts (B.A.), Finance, Investment & Risk -
Hutchesons' Grammar School
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