JM Finn
Dominic May, CFA has extensive experience in the financial services industry. Dominic began their career as a Consultant at Deloitte, specializing in financial services. Dominic then worked as an Investment Analyst at Forum Gruppe before joining Lehman Brothers as a Principal Investing/ Private Equity professional. At Lehman Brothers, they played a key role in strategic acquisitions and led due diligence processes. Following this, Dominic worked as a Freelance Investment Consultant before joining JM Finn & Co. At JM Finn & Co, Dominic held various roles including Chief Financial Officer and Head of Strategic Business Analysis and Risk. In these positions, they were responsible for new investment team acquisitions, overseeing changes to client tariffs, developing risk management strategies, preparing financial forecasts, and creating management information for better decision-making. Dominic's work experience showcases their expertise in financial analysis, risk management, and strategic acquisitions.
Dominic May, CFA, obtained their CFA degree in Investments and Securities from the CFA Institute in 2009. Prior to that, they completed their MBA in Business from IESE Business School in the years 2004 to 2006. Dominic'seducational journey began with a BA (hons) in Economics from The University of Manchester, where they studied from 1994 to 1997.
JM Finn
By simplifying the financial challenges that investors face, JM Finn aims to protect and nurture wealth across generations. Wealth challenges come in many different shapes and sizes and often when one least expects it; by putting an investment manager as the main point of contact, we look to develop long term relationships with clients of all ages to guide them through the complex world of investing, so that their wealth can last generations. We offer support to first time investors, wealth planning advice, investment structuring guidance and pension planning. Our personalised services have helped us grow the number of clients we help. Today, this represents over £10 billion of assets on behalf of close to 20,000 investors across our five offices in London, Bristol, Bury St Edmunds, Leeds and Winchester.