Mark recently joined JM Finn, he has previously spent 13 years at Brewin Dolphin where he was responsible for managing a range of bespoke private client portfolios. Mark has more recently worked at Close Brothers Asset Management and Tilney where he managed multi asset portfolios for the central investment proposition and High Net Worth clients. He has a strong interest in Socially Responsible Investing with emphasis placed on positive ESG, Impact Investing and Stewardship.
Mark is a Chartered Fellow of the Chartered Institute for Securities and Investment and holder of the CISI Diploma.
James Godrich reviews the portfolios within the Coleman Street Investment service.