Client Investment Director
Rorie is responsible for managing relationships with our clients.
He joined CCLA in 2025 with 10 years' experience working with charities in the investment management industry at both Newton and JM Finn. After serving in the Royal Gurkha Rifles, Rorie completed the Returning Military Internship in BNY Mellon's Wealth Management team, going on to join Newton's investment relationship management team. Here he worked with a range of institutional clients before focussing on the charity sector, latterly as Head of Charity Clients.
Rorie is a trustee of Combat Stress and a director of the Forces Pension Society's Investment Company. He read financial economics at St Andrews University, is a CFA charterholder and holds the CFA Sustainable Investing Certificate. Outside of work he spends most of his time running around after his young family, but when time permits, he enjoys playing the bagpipes and a range of sports including tennis, golf, cricket and has completed a number of ultra marathons.
