During my B.Sc. in Economics at the University of Exeter, I opted for several additional Finance modules. I thoroughly enjoyed the industry insight, and these led me to undertake my M.Sc. Financial Analysis & Fund Management (CFA affiliated) at the University of Exeter to further my knowledge and pursue a long-term career in Finance.

My B.Sc. in Economics gave me a firm understanding of macroeconomics, which affect our global markets daily. While my M.Sc. provided my technical and hands-on portfolio management skills, including Financial Modelling, Portfolio Management, Equity Valuation and Quantitative Research Methods modules.

These modules come in very handy daily when ascertaining the correct portfolio allocation and weighting for my clients. My education has given me the ability to build diversified portfolios through modelling and quantitative techniques while meeting my client's risk profile requirements, attitude toward risk and return, and their capacity for loss.

I am extremely detailed in my approach with my clients and their portfolio construction. I often get lost in my Excels for a few hours, but find it really rewarding when clients can see the research and detailed analysis. Finance is in my blood and I find this industry fascinating.