Investment Associate (LIFT-Academy)
Scott joined our team in October 2022.
Scott Joined the LIFT-Invest team in October 2022 and is an Investment Associate. His role is operational and involves executing trades, rebalancing client accounts, and ensuring clients are kept up to date with the performance of their portfolios. He also assists in distributing market information to other members of the company. LIFT-Invest is Scott’s first professional role in the investment industry.
His Qualifications include a First Class Honours in Accounting and Finance BSc Hons at Lancaster University and a Distinction in Finance MSc at Lancaster University. He has also begun his professional development, passing IMC 2 and working towards the CFA Charter.