Jonathan smith

Head of Research & Sustainable Impact Portfolio Manager

Head of Research & Sustainable Impact Portfolio Manager

Jon graduated from the University of East Anglia in 2014 with a first-class degree in Business Management. Joining Casterbridge Wealth in May 2017 Jon is responsible for founding and running the research department, growing it to meet the needs of our ever expanding business.

Jon is the proud holder of the Chartered Financial Analyst (CFA) Charter holder qualification which he achieved in September 2019. He enjoys deploying his analytical skills and using data to support and challenge ideas to form an investment opinion. A major part of Jon’s role at Casterbridge exploits his passion for ‘Tomorrow’s World’ and Environmental, Social and Governance (ESG) beliefs as he is the lead Investment Manager on our Sustainable Impact Portfolios.

Working at Casterbridge gives Jon the opportunity and flexibility to express his own investment thoughts and beliefs within the remits of the wider team and as a result enjoys working for a small company where his opinion and voice matter.

Jon loves spending time with his young nephews and after Lockdown he looks forward to being able to go to the Gym, surf and ski again. Jon also volunteers his time writing scripts for TED-ED, a youth and education initiative whose mission it is to spark and celebrate the ideas of teachers and students around the world. His first video for them is due out shortly and he’s currently working on another.

Phone Number:

01722 466 110

Email:

Jonathan.smith@casterbridgewealth.co.uk