Sophie Kennedy, CFA in

Sophie Kennedy, CFA

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Joint Chief Executive Officer at EQ Investors
📍 Clapham, England, United Kingdom

Sophie Kennedy is the Joint Chief Executive Officer at EQ Investors, a B Corp certified wealth management firm. She holds a Master of Science from Queen Mary University of London and is responsible for all aspects of the firms investment activities, chairing the Investment Management Committee.

Outside of her executive role, Sophie is deeply committed to industry-wide progress. She is a proud member of the City Hive ACT Stewardship Council, which champions diversity and inclusion, and actively participates in The Advisers’ Sustainability Group to promote sustainable financial advice.

She is a passionate advocate for the B Corp movement, celebrating businesses that balance profit with purpose for people and the planet.

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Experience
14 Years
Current Role
Joint Chief Executive Officer
Job Level
Leadership
Location
Clapham, England, United Kingdom
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Sophie cares about

Sustainable Investing
As a member of The Advisers’ Sustainability Group, she is keen to improve processes and provision of financial advice when it comes to sustainability.
Workforce Diversity
Actively works to influence a more diverse and inclusive culture across the financial industry through her role on the City Hive ACT Stewardship Council.
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Career

Work history

3-2021
Joint Chief Executive Officer
EQ Investors
9-2018 - 3-2021
Head Of Investment
EQ Investors
9-2016 - 9-2018
Head of Research
EQ Investors
3-2015 - 9-2018
Investment Analyst
EQ Investors
5-2011 - 2-2015
Research Analyst
Tilney Bestinvest
In the press

Media appearances

EQ's Joint CEO, Sophie Kennedy joins new FCA Sustainability Group. Featured in EQ Investors Blog
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EQ Investors joint CEO steps down after 18 months in role. Featured in Investment Week
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Education
2009 - 2010
Master of Science (MSc)
Queen Mary University of London
2006 - 2009
Bachelor of Science (BSc) Hons.
Newcastle University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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