Daniel joined our investment team in 2020 as an analyst and has since been promoted to portfolio manager.
Daniel graduated with a first class honours in Economics from the University of East Anglia in 2019. Throughout Daniel's degree he worked as a part time administrator at Roberts Mackie Winstanley IFA in Norwich and post graduating was promoted to research analyst where he designed and managed the investment strategy for the firm.
Personal Awards
2024 Investment Week Best Sustainable Wealth Manager and Best Sustainable Champion Finalist
2024 Citywire Top 30 Under 30
2023 Investment Week Best Sustainable Fund Selector Finalist
2022 Portfolio Adviser Highly Commended Rising Star