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Given his eye for detail and extensive investment, client and operational experience, Mike is responsible for running client portfolios and is a member of our investment operations committee. He joined the team in 2015 from Standard Life Wealth (previously Newton Investment Management’s private client team) where he was Head of International Private Clients.
Mike joined Newton in 1999 and during this time also served as a board director for both the Jersey fund range and the private client business. Mike began his career at The Boston Company (now part of BNY Mellon), where he trained as an investment manager within the Private Client Division.
Mike is a CFA® Charterholder and a Member of the Chartered Institute for Securities & Investment. He holds a BSc (Summa Cum Laude) in Finance from Bentley University (USA).
Investment experience: 30 years