OPERATIONS MANAGER

Joe coordinates the company’s infrastructure and operations, alongside client support and compliance. Joe is a member of our investment committee and is involved in developing our new digital investment service.

Joe joined Montgomery Associates in 2016 having studied Maths at Cambridge University. His analytical ability goes hand-in-hand with the complexities of the operational side of the business, ensuring our back-office systems and platforms run smoothly. Joe works alongside our advisers providing compliance support and technical support for clients. As a member of our investment committee, Joe assists with research and analysis of investments and client data.

As well as his his broad interest in most sports, Joe is a keen golfer and an excellent home-chef.​