The Team

Our team is a blend of experienced and young investment specialists.

To maintain the Vertem culture we have invested a lot of time in ‘growing our own’, encouraging individuality and fresh perspectives. This coupled with our size, means that our team are specialists in all areas of the business giving investors the confidence that their investments are in safe hands. They are analysts with diverse asset coverage, idea generators, portfolio managers and relationship managers.

 John Dance

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As founder and principal of Vertem, John began his career at Wise Speke (now Brewin Dolphin) in 1996. He’s worked for international banks including Merrill Lynch and ABN Amro and, since launching Vertem, has built strong relationships with a number of Independent financial advisors, creating investment solutions for their clients. John’s strength is making sense of the economic and corporate outlook and translating it into sensible portfolios. He holds a number of industry qualifications including the CII Certificate in Discretionary Investment Management plus the CISI Diploma in Investment Advice and Masters in Wealth Management.

James Flintoft, CFA

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James, head of portfolio management, was Vertem’s first graduate from Northumbria University’s Finance and Investment degree, joining in 2012. He has a natural intuition for the investment world and is incredibly adept at conducting detailed analysis and modelling of financial statements, which can unearth potentially over-optimistic or pessimistic forecasts being discounted into market prices. James is a CFA® charterholder and an invaluable member of the Vertem team.

Fiona Ratcliffe

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Fiona graduated from Northumbria University in 2010 also with a degree in Finance and Investment Management. Fiona started with Vertem in January 2014 as an Investment Associate after spending some time travelling round south-east Asia, Australia and South Africa. She is covering many diverse sectors in her stock analysis and is also the local IFA and client point of contact.

Mark Nicholson

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Mark is also an Investment Associate and as well as covering stocks within the Industrials, Support Services and Consumer Discretionary sectors he is often the ‘go to’ guy for one off thematic peices of research such as his self-described “ground breaking” analysis of the global polymer industry. Mark joined having completed both a Bachelor of Arts and Masters in Economics at Manchester University where his studies added to an existing intrigue in financial markets.

Catherine Hart

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Catherine joined Vertem in 2017 as Head of Business Strategy. She has worked in Investment Management for 11 years, including time at global asset managers Schroders and Fidelity. Most recently, Catherine worked in Investor Relations for Global Macro Hedge Fund specialist Brevan Howard. Her principal roles at Vertem include business development & marketing, business strategy and managing and developing Vertem’s processes. Catherine holds the Investment Management Certificate.