Senior Portfolio Manager
Jonathan joined Credo in March 2016. He has over 13 years’ experience managing Discretionary and Advisory investment mandates for both private and institutional Clients across various strategies and risk profiles. Prior to joining Credo, he worked with Paul Mann for 7 years at Canaccord Genuity and Bank Hapoalim, where he was head of the UK Desk. Previously, he worked as a private banker at Coutts & Co. for 5 years. Jonathan is CF30 registered and is a member of the Chartered Institute for Securities and Investment. He holds he private client investment advice management (PCIAM) qualification along with the Investment Management Certificate (IMC) and the Financial Planning Certificate (FPC).