Associate Investment Partner
T: +44 (0)20 3959 3387
Mark joined the team in 2021 and focuses on discretionary clients invested in our Protea funds. He previously spent 7 years as a client adviser at Rothschild & Co Wealth Management where he advised private individuals and trustees on their investments. He began his career working as an investment consultant at Mercer.
Mark is a CFA ® Charterholder and a Chartered Member of the Chartered Institute for Securities & Investment. He holds a BSc (Hons) in Economics from the University of Warwick.
Investment experience: 11 years