Dan Boardman-WestonCEO at BRI Wealth ManagementSpeaker
Profile
Dan joined BRI in 2011 and has held roles of increasing seniority within the investment team at BRI. Dan left BRI in 2017 to conduct an MBA at Warwick Business School, specialising in the strategies of high growth companies. Dan was appointed to the position of Chief Executive in April 2022. Dan is a Chartered Fellow of CISI, holds an MBA from Warwick Business School, is the Chairman of a charitable trust, a trustee at the Heart of England Community Foundation and a member of his local parochial church council. Dan regular features on television and in the national newspapers commenting on investment and finance matters.
