Portfolio Director, Head of DFM Investment Strategy
Steven Rooke is a Portfolio Director having joined in 2005 from State Street Bank. He graduated from the University of East Anglia with a 1st class honours degree in Mathematics and Statistics, and is a Chartered Fellow of the Chartered Institute for Securities & Investments with a Masters in Wealth Management. He is responsible for managing the Model Portfolio Service together with bespoke private client portfolios. Steven has 12 years’ investment experience.
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