Investment Team Leader
Adam joined LIFT-Invest in 2019 and is the Investment Team Leader.
Adam's role consists of overseeing and running the operations for the business, performing quarterly rebalances on client accounts and managing team members. His previous experience in the last 16 years includes working for a discretionary fund manager, an investment platform and a large bank.
Adam is a Chartered Member of the CISI, having attained the Private Client Investment Advice & Management Certificate, the Certificate in ESG Investing with CFA UK and the Certificate in Climate Risk with the Chartered Bankers Institute.
T: 0161 929 2626