Edward’s role is focused across three areas of the business; managing bespoke discretionary portfolios on behalf of private clients, charities and other entities, working closely with William Barratt and William Mellor; co-managing the TB Opie Street Funds with Sam Matthews; and managing the firm’s IHT Portfolio Service.
Edward holds a BA(Hons) degree in Economics from Durham University and, having completed his professional exams, is a CFA charterholder and Chartered Fellow of the Chartered Institute for Securities and Investment.
Edward joined Barratt & Cooke in 2011 and was promoted to Associate Director in September 2019.