Following the acquisition of Brunswick Investment Management in November 2023, Jack joined the Courtiers Investment Team as a Trainee Analyst. His role involves producing research and analyses on two sectors: Consumer Staples and Industrials. He’s also responsible for producing monthly Courtiers Fund stock reports.
Background / Experience
Jack gained his accreditation as an Associate member with the Chartered Institute for Securities and Investments (CISI) after achieving the Level 4 Investment Advice Diploma (IAD). Prior to stepping into the world of financial services, he worked in commercial managerial roles whilst enrolling himself on a foundation qualification with the CISI. Beginning his journey in financial services as a trainee adviser, Jack gained valuable experience and found a particular interest in the world of investments, leading him to pursue a career in this area of Financial Services.
In his spare time Jack enjoys mountaineering in the Scottish Highland mountains, regardless of the rain or snow! When he’s not up a mountain he enjoys watching rugby, specifically Leicester Tigers.