FINALYTIQ - Key Persons
Abraham is founder of investment and retirement research consultancy, FinalytiQ and creator of Timeline.co, an innovative online application for illustrating sustainable withdrawal strategies in retirement portfolios.
He has authored several industry papers and delivered talks to the FCA, Chartered Insurance Institute, Personal Finance Society and several conferences across the country. He holds a Master's degree from Coventry and an alphabet soup of designations, including the IMC and Chartered Wealth Manager. But of course, no one really cares.
Abraham was one of 5 finalists for the Professional Adviser Personality of Year Award 2015, alongside the then Pensions Minister Steve Web but the award went to a more deserving winner, obviously!
Daniel holds a degree in Management with Finance MSc (Distinction) from the School of Management, University of Bath and an undergraduate degree in Economics BSc (2.1) from the University of York. After a spell working in the public sector primarily within technical and finance-based roles, he decided to change direction and found a home at FinalytiQ.
Being somewhat of a masochist, somewhat of a geek, a lover of learning and much to the annoyance of his other half, he has continued to study; obtaining the IMC, IOC, as well as passing both levels of CAIA and CFA Level 1.
Outside of work Daniel can be found at the gym, baking (hence the gym) and tinkering with anything mechanical.
Job Titles:
- Senior Multimedia Specialist
Jake holds a Multimedia Computing Degree (BSc Hons) from Staffordshire University and has extensive knowledge in all things creative.
Apart from being the in-house Designer here at FinalytiQ and a designer at heart, Jake also oversees all marketing material that we put out. Meaning that every Video, Podcast, Social Post & Website Content you see, Jake will have a hand in it.
If he puts as much effort into his work than he does ‘trying to look good' in the mornings, you should see some incredible stuff!
James holds a BSc in Economics from Le Moyne College, New York, and was the 2019 winner of the Wall Street Journal Student Achievement Award - for outstanding academic achievement in Economics with a focus on Investment Management. He left his hometown of Edinburgh to spend the last four years on a football (soccer) scholarship in the U.S.A. - he tends to spend most of his life either talking about, watching or playing football and is also currently studying towards his IMC and CFA level 1.