The Investment Team at Mattioli Woods is responsible for managing and optimizing the company's investment portfolios. This includes conducting market research, analyzing investment opportunities, and developing strategic investment plans. The team ensures that client assets are effectively allocated and managed to achieve the best possible returns, while adhering to regulatory requirements and aligning with the clients' financial goals and risk tolerance.
Aidan Smillie Bsc
Investment Operations
Alex Brown
Director Wealth Management
Eleanor Murgatroyd
Investment Operations
Jonathan Gutteridge
Corporate Reporting Partner
Katy Marchant
Head Of Investment Operations
Louise Keatley
Non Standard Investment Specia...
Lyndsay MacLean
Employee Benefits Operations M...
Natalie Johnson
Head Of Investment Operations
Ross Geary Acma Cgma
Head Of Finance - Commercial &...
Zoe Earle
Investment Administrator
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