Jane Conlin
Associate Director and Compliance Officer

Jane graduated in Business Studies from Sheffield University before joining Guardian Royal Exchange in 1991. After qualifying as an Independent Financial Adviser, she specialised in investment management and subsequently joined Clydesdale Bank where she managed their Manchester investment department. Jane joined Border in 2005 and is a Chartered Member of the Chartered Institute for Securities and Investments ("CISI").  She was appointed as Border's first Associate Director in 2010.

Paul Stevens
Head of Harrogate Office

Paul has worked as an investment specialist for sixteen years and before moving to Yorkshire in 2002, working for Barclays Stockbrokers and Laing & Cruickshank.  He then worked for the investment division of Irwin Mitchell, a nationwide firm of solicitors.  Paul is a Fellow of the CISI.  He joined Border’s Harrogate office in 2006.

John Thornber
Head of Research

John graduated in English and Philosophy from Hull University.  Having chosen a career in investment management, he spent ten years with Manchester stockbrokers Pilling & Co before joining Border’s Harrogate office in 2005.  John is a Fellow of the CISI.

Mark Couch
Portfolio Manager

Mark graduated in Business Management from Lancaster University in 1995.  Having served in the Royal Fleet Auxiliary, he joined James Brearley & Sons in 1999 becoming the manager of their Southport Office.  Mark is a Chartered Fellow of the CISI and joined Border in 2008.

Nick Levens
Dealing Manager

Nick initially worked in Kendal for Prolific Unit Trust Managers before moving to London to work for Henderson Investors.  Having returned to Kendal to work for Gerrards, he joined Border in 2002 and passed his Certificate of Investment Management in 2005.  Nick is an Associate Member of the CISI.

William Ball
Assistant Portfolio Manager

William graduated from Northumbria University in 2002 having read Business Administration before joining Brown Shipley, training to be an Investment Manager.  He spent two and half years at Brown Shipley where he undertook a number of the CISI professional examinations.  He then joined Merrill Lynch, working in the Global Wealth Management division in London where he gained invaluable experience and knowledge before moving to Border in 2009.

New Portfolio Manager

We are delighted to announce the imminent recruitment of a new Portfolio Manager.  We expect that he will join us in our Kirkby Lonsdale office in the Summer.  Watch this space!

Liz Wild
Research Analyst

Liz joined Border in 2010 to focus on equity research. She has six years experience in private client investment management having started her career with J O Hambro Investment Management in London as a Fund Manager's Assistant. Liz then moved to Edinburgh joining McInroy & Wood where she trained as an analyst and passed the Certificate of Investment Management in 2003.