“We are helping charities make their money work harder so they can help thousands more people in the local community. It is a big responsibility but also a big opportunity if we do our job well.”
- Locations
- Newcastle
Jeffrey joined RBC Brewin Dolphin in 2010 as a graduate trainee and is now an Investment Manager in the Newcastle office. He is part of the North East Charities team, managing investment portfolios for charities of all sizes across the region. Aside from investment management, a large part of his role is networking to find new charity clients.
He is part of the Group’s Corporate Responsibility Committee, helping create the nationwide Charity Partnership model. As part of this, every office in the Group selects a local Charity partner to help raise funds and awareness for. He is also co-founder of the North East Charity Awards and a trustee for the Newcastle Rugby Foundation and Rockets Community Foundation.
Jeffrey, who was nominated for the COLWMA National Investment Manager of the Year in 2021, is a Chartered Fellow of the Chartered Institute for Securities & Investment. He also has a CFA Institute Certificate in ESG (Environmental, Social and Governance) Investing. Away from the office he is a national award-winning volunteer for his work in grassroots rugby league.