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Investment Team

Alongside all our Executive Directors, our Investment Team comprises the following members:-

Jane Conlin
Senior Fund Manager 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").

 wealth management jane conlin

Paul Stevens
Head of Harrogate Office

Paul has worked as an investment specialist for sixteen years and before moving to Yorkshire in 2002, worked 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.

 asset management mark couch

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 where he passed his Certificate of Investment Management in 2005.  Nick is an Associate Member of the CISI.

asset management nick levens

David Ferguson
Portfolio Manager

David joined Liverpool­ based stockbrokers Neilson Milnes in 1986 and worked on the private client and banking desk before moving to their Lake District office in 1989. In 1997 this firm merged with Rathbone Plc and he was appointed an Investment Director. He became a member of the Stock Exchange in 1991 and a Fellow of the CISI in 1992. He joined Border in 2008.

 asset management david ferguson

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.

Picture of William
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