Wealth manager JM Finn has promoted investment director Lucy Coutts (pictured) to head its York office.
Having joined the firm in 2011, she is a member of JM Finn’s asset allocation and stock selection committees.
She succeeds Andrew Aitken, who has left the firm after seven years as regional lead for Yorkshire, a spokesperson confirmed to Portfolio Adviser.
See also: JM Finn unveils regional hub in York
In March, JM Finn relocated its northern hub from Leeds to York.
The York office is the London-headquartered firm’s fourth regional office, adding to its hubs in Bristol, Bury St Edmunds, and Winchester.
The York hub looks after over £700m on behalf of over 1,300 clients, as at end June 2023.
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