Investment Associate
I graduated from Loughborough University in 2019 with a first class honours degree in economics. Shortly after, I joined SEI Investments on their graduate scheme on the SEI Wealth Platform. I joined Canaccord Genuity Wealth Management as part of the acquisition of Psigma Investment Management. I am an Investment Associate and primarily assist with the management of private client, pension, and trust portfolios. I am FCA certified in client dealing, hold the level 4 investment management certificate and have completed CFA level 1. I am also an Associate of the CISI.
A bit about me:
I am passionate about sport, travelling and food. I enjoy playing football, golf, and tennis. I follow West Ham United, and I am also an avid athletics fan.
What does can-do mean to me:
You could call it an ethos, an approach, or an ideology. We simply call it can-do.
A Can-do attitude to me is a positive mindset to live by and motivate others.
Contact:
ryan.norman@canaccord.com
02075234801