BA (Hons), MSc Finance & Investment, Chartered FCSI
Position: Senior Investment Manager/Head of Research
Tel: 0117 916 6150
Fax: 0117 916 6151
Jonathan is an Investment Manager managing portfolios across Whitechurch Discretionary Fund Management services. Key responsibilities include UK equities, qualitative and quantitative investment research and fund selection, as well as risk management of discretionary fund management portfolios. Jonathan joined Whitechurch in 2011 from Brewin Dolphin. Jonathan graduated from the University of Exeter with a Masters in Finance and Investment and is a Chartered Fellow of the Chartered Institute of Securities & Investments (CISI).
The Old Chapel
14 Fairview Drive