Samuel Lathey

Samuel Lathey's work experience begins in 1999 when they worked as a Professional Musician for the Musicians' Union until 2006. From 2006 to 2012, they worked as an Investment Support at Cheviot Asset Management. In 2006, they also had a short role as a Post Room employee at UBS. From 2012 to 2015, they worked as an Investment Assistant HNW at Quilter. Samuel then moved on to become an Investment Adviser at Quilter from 2015 to 2018. In 2018, Samuel became a Fellow at The Finance Innovation Lab. In 2019, they joined Founders Pledge as a Pledger and became the Co-Founder & CEO of Bippit, a company that provides free financial wellbeing support to employees.

Samuel Lathey's education history includes the following:

- From 1993 to 1999, they attended Chislehurst and Sidcup Grammar School, where they obtained their high school degree.

- From 1999 to 2003, they attended the Guildhall School of Music & Drama and earned a Bachelor of Music (BMus) degree, with a focus on performance.

- In August 2008, Samuel obtained the CISI Certificate in Investment Management from the Chartered Institute for Securities & Investment (CISI).

- From 2013 to 2015, they pursued further education at the Chartered Institute for Securities & Investment (CISI) and obtained the Chartered Wealth Manager (Level 7) degree.

- In August 2015, Samuel achieved the CISI Level 7 Diploma in Wealth Management from the Chartered Institute for Securities & Investment (CISI).

In summary, Samuel Lathey has a high school degree, a Bachelor of Music degree with a focus on performance, and certifications in investment management and wealth management from the Chartered Institute for Securities & Investment (CISI).