Dan studied Economics at LSE and has been at Saunderson House for five years.
Previously a Certified Adviser with experience managing c.65 high net worth clients, he understands the intersection of investment analysis with client objectives.
Dan has helped to shape Saunderson House’s ESG Investment Philosophy, which focusses on cutting through the noise in what is a rapidly growing area of investing. He also collaborates with sector analysts to construct model portfolios that help clients invest with greater consideration of ESG challenges.
Outside of work, Dan enjoys cooking, cycling and trips back to the North East. He also plays the Piano in the Saunderson House band.