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Bio

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Credentials

  • CIPM
    CFA Institute
    May, 2018
    - Apr, 2026
  • CFA Charter
    CFA Institute
    Oct, 2014
    - Apr, 2026
  • Passed CFA Level 3 Exam
    CFA Institute
    Jun, 2014
    - Apr, 2026
  • Passed CFA Level 2 Exam
    CFA Institute
    Jun, 2013
    - Apr, 2026
  • Passed CFA Level 1 Exam
    CFA Institute
    Jun, 2012
    - Apr, 2026
  • Investment Management Certificate
    CFA Institute
    Jun, 2011
    - Apr, 2026

Experience

  • Veritas Asset Management LLP
    • London Area, United Kingdom
    • Performance and Reporting
      • Jul 2023 - Present
      • London Area, United Kingdom

    • United States
    • Financial Services
    • 700 & Above Employee
    • Vice President - Performance Services
      • Apr 2019 - Sep 2022

    • AVP - Performance Services
      • Apr 2014 - Apr 2019

    • Officer, Performance Services
      • Jul 2011 - Apr 2014

  • F&C Asset Management
    • London, United Kingdom
    • Performance Analyst
      • Jun 2010 - Jul 2011
      • London, United Kingdom

Education

  • 2006 - 2009
    University of Oxford
    BA(Hons), Economics and Management
  • 1999 - 2006
    Lancaster Royal Grammar School
    A-Level, Maths, Physics, Economics, Latin

Suggested Services

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Industry Focus. “Investment Management”

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