Daisy is an Investment Support professional who joined Progeny in 2023 and is based in our head office in Leeds. She holds the CISI Investment Advice Diploma and is currently studying for Level 1 of the CFA.
In her role, she supports Progeny’s clients across a wide range of investment needs, with a strong emphasis on research and analysis. Day to day, she monitors the solutions, conducts fund research and evaluates performance, costs and competitiveness to help ensure strong value for clients. She also contributes analytical insights to enhance portfolio construction and identify opportunities to improve outcomes over time.
Outside of work Daisy enjoys hiking.
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