Mark joined Brooks Macdonald in 2022 and manages bespoke discretionary portfolios on behalf of a range of clients. Prior to joining Brooks Macdonald, Mark worked at Cartlidge Morland in London as an investment manager, where he focused on managing investments for clients of financial advisers. He has over 10 years’ experience in financial services. Mark is a member of the Chartered Institute for Securities & Investment (CISI). His qualifications include the Certificate in Private Client Investment Advice & Management (PCIAM). He also holds the CII Level 4 Certificate in Discretionary Investment Management as well as the Diploma in Financial Planning.