Head of Investments
Charlotte is responsible for managing equity portfolios.
Charlotte spent the first 15 years of her career at Newton Investment Management where she was a multi-asset and subsequently a global equities manager for UK and international pension funds. She joined CCLA in 2016 from EFG, where she was a senior portfolio manager.
Charlotte read modern history at the University of St Andrews, holds an MA in history from College of William & Mary, Virginia, and an MBA from Cranfield. She holds the Investment Management Certificate, the Chartered Financial Analyst designation and holds the CFA Institute Sustainable Investing Certificate.
