Dan Boardman-Weston

CHIEF EXECUTIVE OFFICER

MBA, Chartered FCSI
Dan joined BRI in 2011 and has held roles of increasing seniority within the investment team at BRI. Dan left BRI in 2017 to conduct an MBA at Warwick Business School, specialising in the strategies of high growth companies. Dan was appointed to the position of Chief Executive in April 2022. Dan is a Chartered Fellow of CISI, holds an MBA from Warwick Business School, and is the Chairman of a charitable trust. Dan regularly features on television and in national newspapers commenting on investment and finance matters. Dan has also been awarded the Citywire top 30 under 30 rising stars of investment management three times and the IOD West Midlands Young Director of the Year in 2016.

Outside of work

Why and how did you get into financial services?
I finished school in 2011 and had a 3-month placement at BRI Wealth Management to try and earn some money for my gap year. After a few months I was offered a job and I’ve never looked back.

What is your favourite drink/cocktail?
Living close to Burton-Upon-Trent means that it’s mandatory to drink proper beer. A pint of Bass in my local pub goes down exceptionally well at the weekend.

Awards

PAM award
City Wire Top 30 Under 30 logo