James Newstead

James Newstead is a seasoned professional in the finance and investment sector, currently serving as Product Governance Manager at Evelyn Partners since June 2023, after progressing from the role of Product Governance Coordinator. Previous experience includes serving as Portfolio Manager/Investment Analyst at Dennehy Wealth from October 2022 to April 2023, and working as an Investment Analyst and Pensions Administrator at Grove Pension Solutions from February 2020 to October 2022. James Newstead holds a Bachelor’s Degree in Business & Management from the University of Kent, along with an RQF Level 4 in Discretionary Investment Management and additional qualifications from the Chartered Insurance Institute. Additionally, James Newstead earned a Level 5 Professional Certificate in Management and Leadership from the Chartered Management Institute.