Trudi Pinnell joined JM Finn in 2006 and has worked with Kim Woolmer for 20 years after joining her team at Gerrard, which subsequently became part of Barclays. She passed the Private Client Investment Advice and Management qualification, is a Chartered FCSI and is qualified to give investment advice. Her role incorporates client liaison, the placing of UK and Overseas equity trades electronically and day to day administration matters. Her spare time is spent keeping fit, reading and spending time with family and friends.
James Godrich reviews the portfolios within the Coleman Street Investment service.