Stephen joined Barclays in October 2016, and is responsible for researching UK Equity funds and UK equity multi-manager funds with over £1.5bn of assets held within them. He is also responsible for researching Tax Efficient vehicles and Closed Ended Funds.
He joined from Charles Stanley, where he worked for nine years and led the company's fund research team, as well as being co-manager of its multi-asset model portfolio service. He specialized in equity and alternative income funds as well as investment trusts, and was a regular contributor to the media providing comment and opinion on the fund management industry.
Prior to Charles Stanley, he worked at Hewitt Associates for over four years as a member of its manager research team. Stephen has a degree in Psychology from Essex University and is a CFA Charterholder.