Mark is an Investment Manager and a Chartered Fellow of the Chartered Institute for Securities & Investment. Mark joined JM Finn in 2011 and achieved the CISI Diploma in Wealth Management in 2014. Mark now manages a wide range of portfolios for private clients, trusts, companies, personal pensions and charities. He also oversees the Infrastructure and Renewables sector within the firm’s collective investment monitoring process.
Outside of work, Mark is a keen sportsman and enjoys playing football, golf, skiing and spending time on the water, water-skiing and kitesurfing. Mark is also in the process of obtaining a helicopter licence.
James Godrich, fund manager of the JM Finn CSI funds, reviews some of the stocks in his funds.
The summer doldrums may not be as much of a concern for investors this year with summer holidays abroad still seeming unlikely. Brian Tora provides his views on what we can expect from the next few…
For decades, the idea that you should sell in May has been an important part of stock market folklore. Brian Tora gives his views on why markets in May have performed better than expected.