ANALYST

Joe is responsible for the analysis of our clients’ investments and their broader finances. Joe coordinates our quarterly investment committee.

Joe joined Montgomery Associates in 2016 having studied Maths at Cambridge University. His analytical ability goes hand-in-hand with the complexities of bulk investment trades, coordinating portfolio asset allocation and the management of our client portfolios.

​Joe is the engine room behind our investment committee, responsible for preparing 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.​