Bea Larson
Founder & CEO
Bea held senior roles in sales and marketing at asset and wealth management firms, including global and regional C-suite positions. Her 25 year-career in financial services has included tenures at Fidelity, Citigroup, Legg Mason, and Franklin Templeton in London, New York, and Singapore.
She earned an undergraduate degree from Queen Mary, University of London and a master’s degree from the University of York, and completed the Oxford Strategic Management Executive programme. She holds professional qualifications in investment management and wealth management.