Joe O'Donnell

Joe O'Donnell has extensive experience in the financial industry, starting with their role as an Associate Director, Portfolio Management at Rensburg Sheppards from 1998 to 2006. During this time, they managed multi-asset and direct equity client portfolios in the mass affluent sector.

In 2006, Joe joined Barclays Wealth as a Private Banker before moving on to Legg Mason Global Asset Management in 2007. At Legg Mason, they held the position of Regional Sales Director and was responsible for fund sales to intermediaries across various regions.

Joe continued their career at Legg Mason, transitioning to the role of Head of Wealth Management Distribution and Investment Trusts in 2017. In this role, they played a key role in overseeing wealth management distribution and investment trusts.

Most recently, Joe has been working at Premier Miton Investors as a Business Development Manager since October 2020. Joe has now advanced to the role of Regional Sales Director. Their responsibilities include driving sales and building relationships with clients.

Throughout their career, Joe has cultivated strong relationships with private wealth managers, private banks, IFAs, fund of funds, DFMs, and stockbrokers.

Joe O'Donnell attended St Bede's Grammar School from 1988 to 1993, although no specific degree or field of study is mentioned. Joe then went on to the University of York from 1993 to 1996, where they obtained a Bachelor of Arts degree in Philosophy and Politics. Additionally, Joe O'Donnell has obtained certifications, including being a Fellow at The Chartered Institute for Securities & Investment (The CISI) and passing the SFA Registered Persons Exam offered by the Financial Conduct Authority, although the specific dates of these certifications are not provided.