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Jo is a Portfolio Manager on the UK Equity Income, UK Managers' Focus and UK Rising Dividends strategies at ClearBridge Investments. She joined the firm in 2021 and has 22 years of investment industry experience.

Jo began her tenure with the UK Equity Team in 2021 at Franklin Templeton before the team transitioned to Martin Currie in 2022 and then became part of ClearBridge in 2025. Prior to this, she was a Fund Manager at Rathbone Brothers; in Equity Sales at Peel Hunt; a Fund Manager at Hermes Investment Management and a Fund Manager at HSBC.

Jo holds a B.Sc. in geography from the University of Nottingham. She holds the Securities Institute Diploma and is a Member of the Chartered Securities Institute.

Experience

  • 22 years of investment industry experience
  • Joined the firm in 2021
  • Rathbone Brothers – Fund Manager
  • Peel Hunt – Equity Sales
  • Hermes Investment Management – Fund Manager
  • HSBC –  Fund Manager
  • B.Sc. in geography from the University of Nottingham
  • Securities Institute Diploma
  • Member of the Chartered Securities Institute

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