Graham joined McCarthy Taylor In February 2015 as our Investment Manager and is a member of the Chartered Financial Analyst Society. He holds both the Investment Management Certificate and the Investment Management Asset Allocation Qualification as well as passing level 1 of the Chartered Financial Analyst program.
He has been involved in the financial services industry for over thirty years with the last twenty years as an investment specialist. In a varied career. Graham has worked for large well-known financial institutions such as Scottish Widows and Norwich Union as well as various firms of midlands-based independent financial advisers.
In addition to portfolio management, for the five years prior to joining McCarthy Taylor, Graham has also been a fund manager responsible for managing the MGTS AFH Tactical Core Fund, an open-ended investment company with a fund size of c.£170m.
6 Edgar Street
Telephone: 01905 613453
Fax: 01905 725958