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Meet Charles Stanley's 10 new branch managers
on Oct 11, 2013 at 10:24
We introduce you to the 10 new regional managers who have been brought in by Charles Stanley to refresh its branch network.
Simon Jacobs: Bath
Jacobs began his stockbroking career in 1987 with Richardson Chubb Love Rogers and qualified as the youngest member of the London Stock Exchange in 1989.
He is now a chartered fellow of the Chartered Institute of Securities and Investments and was one of the founding presidents for the South Coast region. He established his own successful stockbroking firm in 2000 and joined Charles Stanley in 2012.
Jacobs is responsible for managing portfolios for a wide range of private clients both in the UK and overseas as well as charities, trusts and pension funds. Outside the office Simon is kept busy by his two young sons who ensure that he rarely has a quiet moment!
Gareth Pritchard: Bournemouth
Pritchard began his stockbroking career in 1991, joining a local Bournemouth firm working directly for the managing director, and passing his registered representatives exam at this time.
In 1996 he moved to London and joined a City firm of stockbrokers as an investment manager, managing discretionary and advisory portfolios for private clients, trusts and charities. With passes of the compliance & regulation and the private client investment advice & management examinations Prichard become a member of the Securities Institute.
The start of a new family saw him move back down to Dorset joining Charles Stanley's Bournemouth office in 2007 where he continues to provide the whole suite of private client stockbroking services. He lives in Wimborne with his wife and two young children, and when family life allows enjoys playing real tennis. He also enjoys the odd challenge, successfully completing the London Stock Exchange London to Brighton walk in 2003 and competed in the Highland Adventure Race in September 2011.
Pritchard is a chartered fellow of the Chartered Institute for Securities & Investment (FCSI).
James Smith: Eastbourne
Smith started his investment career with Brewin Dolphin where he spent 11 years before joining Charles Stanley's Eastbourne Office in June 2011 as an Investment Manager.
He is a chartered member of the Institute for Securities & Investment. He manages discretionary and advisory portfolios for individuals, trusts, charities and Sipps.
Outside of work Smith's interests include all forms of sport but in particular golf and football, and enjoys films and music.
Philip Greenman: Exeter
Greenman has specialised in private client financial management for the whole of his career after becoming interested in the stock market as a child.
He holds a BA (Hons) financial services degree as well as the Chartered Institute Diploma. He is a fellow of the Chartered Institute for Securities & Investment and sits on the South West committee, organising educational events for other members in the region. He also sits on the Devon and Cornwall committee of the Institute of Directors.
After starting his career at a small independent firm of stockbrokers in Bournemouth, Greenman has now worked in the industry since 1998. He has been working in Exeter since April 2002. He manages a wide range of portfolios, working closely with other advisors to enable a strong partnership for holistic advice.
Greenman was born in Exeter and now lives in a village on the outskirts of the city with his wife and young family. In his spare time he enjoys playing squash and golf.
Former Wealth Manager cover star Turton has over 17 years of experience in the financial services industry. He is a fully qualified chartered fellow of the Chartered Institute of Securities and Investment and is the branch manager of the Guildford office.
He graduated from Durham University and joined Greig Middleton Stockbrokers in 1994. This evolved into Gerrard Investment Management and subsequently Barclays Wealth. He moved to Charles Stanley in 2007. He became a fellow of the Securities Institute in 1998 and specialises in private client, trust, charity and pension portfolio management.
He was born locally in Dunsfold, now lives in the outskirts of Guildford and enjoys his walk to work. In his spare time he is kept busy by his wife and young daughter. He is a director of the Charlotteville Jubilee Trust, a local charity and has a general interest in skiing, boating and classic cars.
In his profile with Wealth Manager, Turton shared his views on 'the benefits of continuity'.
Glen Avis: Ipswich
Avis joined the Ipswich branch of Charles Stanley in November 2000, having decided on a career change from the accountancy profession.
He joined as a broker assistant and became a qualified investment manager in 2009, having completed the CISI Diploma in December 2008, passing the private client investment advice and management paper with distinction. He was upgraded to individual chartered member status of the Chartered Institute for Securities & Investment in 2011. Glen works on private client portfolios (both advisory and discretionary) as well as dealing with the execution-only business within the branch and looks to offer private clients a personal and highly specialised investment service.
Avis lives in the village of Hintlesham with his wife Liz and their two daughters, who attend the local primary school. He enjoys playing golf, playing off a handicap of 12, as well as spending time with his family.
Ed Cufflin: Leicester
Cufflin recently joined Charles Stanley from Brewin Dolphin where he had headed up the Leicester Office since 2005.
He holds a Bachelor’s degree in business, management, marketing & related support services from Tulane University and was educated at Leicester Grammar School.
Mark Hinds: Norwich
Hinds joined the Norwich branch of Charles Stanley in 1998. He has an MEng in architectural engineering (Leeds University and Pennsylvania State University), is a chartered fellow of the Chartered Institute of Securities and Investments (CISI) and a committee member of the East Anglia Branch of the CISI.
He is responsible for managing portfolios principally for trusts and private individuals.
Hinds is married with two children and enjoys his spare time-being consumed by them and attempts at living the 'good life' in Norfolk.
James Carr: Reading
Carr was brought up locally and educated at Pangbourne College. After leaving school, he completed a higher national diploma in business and then joined the Reading office of stockbroker Heseltine Moss as a trainee just before 'Big Bang' in 1986. Following various changes in ownership of the stockbroking business, Carr and the team moved to Charles Stanley in 1999.
Carr is a chartered fellow of the Chartered Institute for Securities and Investment. He predominantly looks after private clients, trusts, charities and self-invested pension accounts on a discretionary, advisory and execution only basis and, over the years, has built up strong working relationships with local solicitors and accountants.
When not working, he enjoys family holidays with his wife and teenage son, spending time in his garden, walking his dog, shooting and being a part-time chauffeur/taxi service for his son.
Jon Curtis: Tunbridge Wells
Another former Wealth Manager cover star, Curtis, joined Robson Cotterell in June 1987, four months before the market crash so it was an interesting first few months in the industry. After relocating to the firm's Eastbourne office in 1993 and after working for five years on the Sunshine coast he moved back to his home town of Bournemouth and worked for Christows which eventually became part of Investec.
In 2008 Charles Stanley asked him to join the firm, which in the meantime had taken over Robson Cotterell, and so Curtis re-joined the Eastbourne branch renewing contact with many clients he had managed fifteen years before. In 2013, he was offered the opportunity to join the Tunbridge Wells branch of Charles Stanley and this was a perfect fit as many of his clients are Kent based.
Well known and regarded in the industry, Curtis has over 25 years' experience in managing the investments of private clients, charitable funds, SIPPs and trusts. he was made a chartered fellow of the Securities Institute in 2011.
In his spare time, he enjoys watching and supporting his local rugby and cricket teams, Eastbourne and Sussex, and playing golf. He also loves to spend time with his young family, and hoping that one day his two daughters will appreciate the beauty of both a cover drive and a well-executed spin pass.