Biography
Joanna is a senior investment manager with JM Finn and joined the firm in 2004. She has almost 30 years of experience in the wealth management industry, having started her career in 1994 with Cawood Smithie & Co. She has spent time overseas, working in finance in Sydney for a derivatives firm where she qualified as an options advisor. However, she was pleased to return to private client wealth management in Yorkshire where she is a Fellow of the Chartered Institute for Securities & Investments.
Outside of work, life is busy for Joanna and her husband with their two children; any spare time is enjoyed in the garden, on racket games and winter sports.
Joanna Thomas is based in our York office
JM Finn,
HQ Building,
Hudson Quarter,
Toft Green,
York,
Y01 6JT
Senior Investment Manager, York