Dan is Chief Executive Officer in our Jersey office having joined the firm in March 2017. He has responsibility for the Jersey office as well as Investment Management services predominantly to private clients as well as wider financial intermediaries.
Dan has worked in the offshore investment industry for almost 30 years managing both private client portfolios and funds. He holds a Mathematics degree from the University of Leeds. He is a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI) and is a Charterholder of the Chartered Alternative Investment Analyst (CAIA) Association.
