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The Chartered Institute for Securities & Funding (CISI) has appointed Hannah Daniel, Chartered MCSI, as the brand new President of the Yorkshire committee.
She takes over from Rebecca Keating, Chartered MCSI.
The CISI is the skilled physique which awards the Licensed Monetary Planner designation within the UK and has 50,000 members, almost half of them college students.
Ms Daniel is an funding supervisor at LGT Wealth Administration based mostly in Leeds. She has greater than eight years of expertise in wealth administration and joined LGT following the acquisition of Abrdn’s discretionary funding administration enterprise in 2023.
Since becoming a member of the CISI Yorkshire committee in 2020, she has organised numerous social and persevering with skilled improvement (CPD) occasions. Her present focus is selling the CISI Younger Professionals’ Community regionally.
Ms Daniel stated: “I sit up for working with the staff to proceed constructing relationships with native colleges and universities to help college students embarking on their careers. It’ll be good to meet up with fellow trade practitioners at our social and CPD occasions.”
Tracy Vegro, CISI chief government, stated: “That is an thrilling time for the Yorkshire department, with tons occurring as we welcome Hannah into her new function on the committee. We wish to thank the outgoing president, Rebecca Keating, for her service and dedication to the committee over the previous few years.”
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