Profile
Mr. Joe Healey is an Investment Analyst at Dart Capital Ltd.
As an Investment Analyst, he will provide ongoing support to the Investment Research team, researching new fund ideas, monitoring model portfolios and attending fund manager meetings.
As part of the role, he is also a member of the Investment Strategy Committee where asset allocation and fund selections are discussed.
Prior to Dart, he worked as an Investment Analyst at a stockbroker based near Oxford for three years.
Mr. Healey became a CFA charterholder in 2022 and graduated in 2018 with a BA Honours in Business Management.
Former positions of Joe Healey
| Companies | Position | End |
|---|---|---|
Dart Capital Ltd.
 Dart Capital Ltd. Investment ManagersFinance Dart Capital Ltd. is a wealth management firm headquartered in London, UK. The firm was founded by James Baxter in 1987 as James Baxter Capital Management Ltd. They were renamed Dart Capital Ltd. in 2008 following a management buyout by Richard Whitehead and Matthew Wille. In 2023, the firm was acquired by Evelyn Partners Group Ltd., which is ultimately owned by Platinum L.P. Guernsey Ltd. Dart Capital provides discretionary investment management services to a range of private individual clients, and their trusts and pension funds. | Analyst-Equity | 2023-10-31 |
The Share Centre Ltd.
 The Share Centre Ltd. Investment ManagersFinance The Share Centre Ltd. (TSC) is an investment management firm headquartered in Manchester, UK. Founded in 1990, the firm was acquired in 2022 by Interactive Investor Services Ltd., which is ultimately owned by abrdn Plc (LON: ABDN). TSC provides investment advisory services to private individual investors and businesses around the UK. | Analyst-Equity | 2021-06-30 |
Training of Joe Healey
| Leeds Beckett University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
The Share Centre Ltd.
The Share Centre Ltd. Investment ManagersFinance The Share Centre Ltd. (TSC) is an investment management firm headquartered in Manchester, UK. Founded in 1990, the firm was acquired in 2022 by Interactive Investor Services Ltd., which is ultimately owned by abrdn Plc (LON: ABDN). TSC provides investment advisory services to private individual investors and businesses around the UK. | Finance |
Dart Capital Ltd.
Dart Capital Ltd. Investment ManagersFinance Dart Capital Ltd. is a wealth management firm headquartered in London, UK. The firm was founded by James Baxter in 1987 as James Baxter Capital Management Ltd. They were renamed Dart Capital Ltd. in 2008 following a management buyout by Richard Whitehead and Matthew Wille. In 2023, the firm was acquired by Evelyn Partners Group Ltd., which is ultimately owned by Platinum L.P. Guernsey Ltd. Dart Capital provides discretionary investment management services to a range of private individual clients, and their trusts and pension funds. | Finance |
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