Angus Lamb, CFA

Angus Lamb, CFA, has a diverse work experience spanning various roles and industries. Angus started their career at Virginia Hayward Ltd as a Logistics Supervisor in 2013. In 2016, Angus completed an 8-week summer internship at Willis Towers Watson in the Financial Institutions department, where they conducted extensive research and interviewed senior individuals for a group project on entering the Surety insurance market.

Angus then joined Willis Towers Watson as an Investment Analyst in 2017 and later progressed to the role of Investment Associate in 2019. Angus served as an Investment Lead Associate from April to December 2020.

In 2021, Angus moved to Y TREE as a Portfolio and Client Analyst. Angus was responsible for providing financial insight to clients by combining data, experience, and technology. In 2022, Angus was promoted to Portfolio and Client Associate, where they continued to contribute to Y TREE's financial life intelligence services. Currently, they hold the position of Product Manager at Y TREE, starting in February 2023.

Angus Lamb, CFA pursued an undergraduate degree in Economics from Durham University between 2014 and 2017. Prior to that, they attended Bishop Wordsworth's School from 2011 to 2013, although the specific degree or field of study undertaken at this institution is unknown. In terms of certifications, Angus obtained the Investment Management Certificate (IMC) from CFA UK in November 2017. Their most recent certification is the Chartered Financial Analyst (CFA) designation, which they obtained from the CFA Institute in September 2021.