Chief Investment Officer
Phil Joined Martello Asset Management in 2019 and is the Chief Investment Officer. Prior to joining Martello, Phil was an Investment Director at Brooks Macdonald with responsibility for equity selection and research and portfolio management. He was chairman of the International stocks team and the Bespoke Portfolio service team.
Phil has 30 years’ experience in the Finance industry and has extensive experience in Asset Allocation, equity selection, portfolio construction and management and portfolio analysis.
Phil holds the certificate in Private Client Investment Advice and Management (PCIAM) and is a member of the Chartered Institute for Securities & Investment.