Having passed all his professional qualifications he then progressed into the advisory department as an Investment Manager, where he manages advisory and discretionary portfolios on behalf of individuals, trusts, charities and pension fund clients. In addition to managing client portfolios, Sam is also responsible for fixed income research. Sam is a Chartered Fellow of the Chartered Institute for Securities and Investment. Sam was promoted to Associate Director in January 2018.
Sam graduated from the University of Exeter in 2006 with a degree in Politics. After joining Barratt & Cooke in October 2006 and initially working in the corporate action and probate departments, Sam then moved into the dealing department.