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Jamie joined Gresham House in October 2022 as a Client Services Associate within the Institutional Distribution team.

He previously spent five years at Cazenove, the wealth management arm of Schroders as a Client Services Executive within their Charities team. Prior to that, Jamie worked within the UK Retail Sales team at Schroders.

Jamie holds the CFA Institute Investment Foundations Certificate and Unit 1 of the IMC.