The Securities & Investment Institute (SII) is pleased to announce the appointment of Annabel Montgomery FSI as President of SII Northern Ireland branch.
Annabel has been managing discretionary portfolios for private clients, charities, trusts, pension funds and corporates for 25 years, over half of which was in London, becoming a Director of Allied Provincial in 1992 which later became Greig Middleton and more recently Gerrards. Annabel relocated to Northern Ireland and has been at Cunningham Coates in Belfast (part of the Smith & Williamson group) for the last 11 years. She became an Associate Director in 1998 and was appointed a full Director in 2004.
Simon Culhane FSI, Chief Executive of the SII said: “We are very pleased to welcome Annabel as our Northern Ireland President. Having served on the committee for 4 years, she is well placed to build on our active continuing professional development programme of events, which are free to members, such as the forthcoming SII RDR Roadshow on 29th September in Belfast.”
Annabel Montgomery FSI said: “I am delighted to have been appointed President of SII Northern Ireland and I look forward to engaging further with our 300 members. I am particularly interested in the training and development of the next generation of stockbrokers and I look forward to helping all our members further increase their professionalism.”