As an Investment Director, Kay is responsible for managing discretionary portfolios. She is also a member of the CGWM UK Small Cap Selection and IHT Committees.
Kay has over 14 years of investment experience. Prior to Adam & Company, she worked at Blue Planet Investment Advisers primarily in the role of Head of Research. She has previously worked for telecoms and software companies and carried out teaching and research at Universities.
Kay is a Chartered FCSI of the Chartered Institute for Securities and Investment and holds the Certificate in Private Client Investment Advice and Management.