Sam Startup, ACSI
Investment Analyst

Sam, an Investment Analyst at ebi portfolios, became part of the team in July 2022 following his graduation from the University of Liverpool with a BA (Hons) Degree in Business Economics. His responsibilities include fund research and portfolio management, client-facing research and analysis (ESG, factor, equity, fixed-income), and manages the monthly, quarterly, and annual economic market commentary. Sam holds the (CISI) Investment Advice Diploma, the Bloomberg Market Concepts (BMC) certificate, and the CFA Institute Sustainable Investing Certificate, now choosing to study towards his Charterholder.