Tony’s career began in the Investment Management Department of the top-rated agency broker, James Capel & Co, in 1986. After “Big Bang” following a rash of mergers and several incarnations, he became a Director of Gerrard Investment Management. In 2004 that company was sold to Barclays Bank which was the catalyst for the move to J M Finn.
He is a Fellow of the Chartered Institute for Securities & Investment having gained a Distinction in the Private Client Investment Advice and Management examination. He enjoys skiing in winter and sailing in summer and is currently Treasurer of the Stock Exchange Sailing Association.
James Godrich reviews the portfolios within the Coleman Street Investment service.