Stephen joined Brooks Macdonald in 2020 and is responsible for managing bespoke discretionary portfolios on behalf of a range of clients.
Prior to this, Stephen worked at Cornelian Asset Managers before its acquisition by Brooks Macdonald and had previously worked at HSBC and Standard Life Investments as an analyst. A graduate of The University of Dundee, Stephen attained a first class honours degree in Economics & Business prior to spending time working in China.
Stephen holds the Chartered Institute for Securities & Investment (CISI) Private Client Investment Advice & Management qualification, the Investment Advice Diploma and the Investment Management Certificate. He is also a Chartered Fellow of the CISI.
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