MEET THE TEAM

Lucy O’Connor

Trainee Investment Manager

Lucy is involved with a broad range of portfolio management activities in her role as Investment Manager Trainee and supports our Oakbridge Wealth investment management team. She helps undertake fund due diligence and monitoring, as well as the reporting aspects. Lucy holds a 1st Class Honours degree in English Language from Lancaster University and is presently studying for the CISI Investment Advice Diploma.

Lucy O’Connor