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Dan Boardman-Weston Chartered MCSI

 

Dan joined BRI in 2011 and has since completed the CFA IMC exam and also holds a derivatives qualification. Dan chairs the weekly investment committee, he also contributes to BRI’s investment publications and is increasingly quoted in industry press. Dan also sits on the WMA’s (Wealth Management Association) Benchmark Committee. He is responsible for research, overall portfolio strategy and implementation.

Email: dbw@brigroup.co.uk