Dan is a conscientious investment manager who places client outcomes at the forefront of his investment thinking. He has many years’ portfolio management and investment research experience, having worked closely on designing and delivering a variety of private client propositions. In his most recent role before joining LIFT, Dan was employed as a model portfolio manager where he principally assisted in the running of a multi-asset fund range. Dan also has experience of constructing and reviewing risk graded investment solutions.
He has long held an interest in financial markets and investments which led him to study Economics at Cardiff University, where he graduated with an honours degree. Dan has since continued his academic success by passing CFA Exam Levels 1 and 2 and is also a holder of the CFA Investment Management Certificate.
Dan loves exploring countries and cities which he has not visited and discovering cultural gems; he has trekked up Mount Kenya in the past. He is very interested in sports and would happily read about and watch the vast majority.