Jonathan is a senior investment consultant to trustees and employers of pension schemes. He advises on our full range of investment services from strategic advice and investment manager selection to performance monitoring and trustee training.
Jonathan oversees the development of our asset-liability modelling tools and specialises in aiding trustees set strategic asset allocations. He also oversees operations within the team and ensures we continually have great processes and structures in place.
He has experience in helping UK pension schemes on their investments with particular focus on asset-liability modelling analysis and advice.
Jonathan joined our Cheltenham office in 2004 after graduating from Pembroke College, Cambridge with a first class degree in Mathematics in the same year.
He qualified as an actuary in February 2008 and became a partner at Barnett Waddingham in 2014.
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