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Dan Thompson
Portfolio Manager at LIFT-Invest PLC
Dan Thompson is a Portfolio Manager with more than three years of experience in Asset Management, specializing in portfolio management, performance analysis, and investment consulting.
He is skilled in analyzing market events, discussing asset class views, and explaining investment rationale to clients.
Dan holds the Investment Management Certificate and has successfully passed the CFA Exam Level 2.
His educational background includes studying Maths, Government & Politics, and Economics at Wilmslow High School, followed by a BSc (Hons) degree in Economics from Cardiff University.
Dan has held key roles at prestigious organizations like LIFT-Invest PLC, Sanlam UK, Thesis Asset Management Limited, and State Street.
He is dedicated to achieving exceptional results by employing strategic portfolio management strategies, effective client communication, and insightful market analysis.
