Joe joined Brooks Macdonald in 2022 and is an Investment Director on their Alternative Investment Market (AIM) Portfolio Service and sits on their Direct Equities research team.
Prior to joining Brooks Macdonald, Joe worked at CS Investment Managers (formerly known as Charlotte Square Investment Managers) in Edinburgh for eight years where he was an Investment Director and head of the AIM IHT Service. Joe managed a variety of private client mandates but specialized in tax-efficient AIM portfolios. He has over 10 years of experience in financial services.
Joe attained a first-class honours degree in Management & Business Enterprise from the University of Strathclyde in 2011 and is a Chartered Financial Analyst (CFA) Charterholder.
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