senior investment analyst
T: 01420 83517
Mark is responsible for the production of fund reviews and performance comparisons and sits on the investment committee. He also meets with fund managers and co-ordinates all processes relating to fund switches to ensure a smooth and seamless experience for clients.
Mark began his investment career with Murdoch in 2011, but had a keen interest in investments from a young age, including managing his own portfolio when he became old enough to invest in a Stocks and Shares ISA.
He is currently studying for the level 7 CISI Chartered Wealth Manager qualification which he hopes to complete in early 2021.
Investment Management Certificate (IMC), Certificate in Financial Planning (CertPFS), MSc in International Management and Marketing, BA (Hons) in Business and Management, Chartered Wealth Manager Qualification.