Deputy Head of Investments
Joe is responsible for equity analysis and portfolio management within the equity team.
Joe joined CCLA in 2011 after graduating from the University of York with a BSc (hons) in economics as an operations analyst working on various projects. He then joined the Investment team, specialising in equities, in April 2014.
Joe holds the Investment Management Certificate, Chartered Financial Analyst qualifications and the CFA Certificate in ESG Investing.