After graduating in 2017 with a first-class degree in Economics, Finance & Banking from the University of Portsmouth, Dan worked for CPN Investment Management for a year before joining us in December 2018. Dan is a manager in the investment team, supporting the firm’s investment management services. Dan holds the CISI Private Client Investment Advice & Management qualification and is currently studying to complete the CFA exams.
Outside of work
In his spare time, Dan likes to stay active and enjoys football, martial arts and running. Dan recently became a Guinness world record holder with 3 of his colleagues at Holden & Partners.
You can view Holden & Partners entry on the FCA Register by clicking here.