Chartered Fcsi Daniel Curtis

Daniel Curtis, Chartered FCSI, has a diversified work experience history. Daniel began their career in 2003 as a Mortgage Director at Mortgage Now UK, where they worked until 2008. Following that, they joined Brewin Dolphin in 2012 as an Assistant Investment Manager until 2014. Daniel then transitioned to Cazenove Capital, where they held multiple roles starting as an Associate Portfolio Manager from 2014 to 2016, then as a Portfolio Manager from 2016 to 2021, and currently as a Portfolio Director since February 2021. In their current role, they manage investment portfolios for private clients and charities, considering their unique objectives and investment cycles.

Daniel Curtis, Chartered FCSI, completed their education from 1997 to 2002 at Brighton College. However, the degree name and field of study during this period were not provided. Later, from 2009 to 2012, they pursued a BA (Hons) degree in Economics at Durham University. In addition to their educational qualifications, Daniel also obtained several certifications related to their field. These include the CISI Masters in Wealth Management from the Chartered Institute for Securities & Investment (CISI), the IAD - Investment Advice Diploma from CISI, the IMC - Investment Management Certificate from CFA, and the PCIAM (Distinction) - Private Client Investment Advice & Management from CISI. Unfortunately, the specific months and years in which they obtained these certifications were not provided.