Leo graduated from Newcastle University where he studied Economics & Finance. Having always had a keen eye for travelling, Leo moved over to Geneva after graduating with the aspiration of gaining relevant qualifications to become a fully-fledged independent financial advisor. Upon accepting his role of business development manager, he now has a clear vision of his future progress and the work he must do to achieve his goals.
Leo has a real passion for investments and was a participating member of the Newcastle University Investment Society. Having studied the stock markets as part of his degree, Leo keeps very up to date with many fluctuating markets and regularly trades on an online platform. He currently acts as the initial link between our clients and our advisers. Leo handles many global enquiries with his main goal to ensure that all those individuals seeking advice are connected to the most appropriate member of the Forth Capital team.
Leo is now part of the Sydney office and will look to gain his Australian qualifications; adding to his current UK & Swiss exams. His new role in Australia will look at becoming more hands on with potential clients while also being more involved in overall financial planning.
Outside the office, Leo is a keen rugby player and avid football fan.
- R02 – Investment principles & risk (CII)
- R01 – Financial services, Regulation & Ethics (CII)
- International Certificate in Wealth & Investment Management (CISI)
- Introduction to Investments and Securities (CISI)
- Degree: (BSc) Economics & Finance – Newcastle University