ALPHA PORTFOLIO MANAGEMENT - Key Persons
Alex is the primary point of contact for Private Clients and Financial Advisers, providing initial and ongoing support to clients, their professionals and Alpha's investment team.
Job Titles:
- Head of Business Development
- Principal
Andrew is the first point of contact for new business enquires and has overall responsibility for maintaining Alpha Portfolio Management's ongoing professional relationships, principally with new and existing financial adviser contacts.
David has primary responsibility for Alpha Portfolio Management's Private Client operation, dealing with Private Clients and considering their investment needs.
James has overall responsibility for the development of Alpha Portfolio Management's core propositions, as well as the research and analysis of collective based investments. He has been researching and analysing collective based investments including unit trusts, investment trusts, exchange traded funds and structured products since 2006.
Jane has overall responsibility for the provision of the Probate Service at Alpha. She works closely with David Mann, Head of Private Clients, and a range of local professionals.
Job Titles:
- Head of Portfolio Management
Joe has overall responsibility for the management of discretionary investment portfolios at Alpha Portfolio Management. Having joined the industry in 2005, Joe has worked in a range of roles, primarily focusing on discretionary portfolio management.
Job Titles:
- Trainee Portfolio Manager
Mark is responsible for initial and ongoing administrative support for client's and their investment portfolios, as well as assisting the investment team specifically with regards to technical support.
Job Titles:
- Senior Investment Research Analyst
Mark has overall responsibility for the research and analysis of investments held and recommended by Alpha Portfolio Management. Having spent 25 years as a Research Analyst, and a leading ‘Star Mine' rated stock picker in his specialist field of Media, Mark's past positions also include Head of Research and Head of Equity Research at a local competitor.
Paul is the primary point of contact for Private Clients and Financial Advisers, providing initial and ongoing support to clients, their professionals and Alpha's investment team.
Job Titles:
- Trainee Investment Research Analyst
Sam provides support to the portfolio management team. Working closely with Joe Dyer and Mark Sevier to analyse and report on financial and economic data. Applying both macro and fundamental research approaches, Sam reviews and monitors UK equities and collectives, while also engaging in valuation and stock selection.