Cartwright Stepping Stones

Press Release:

Cartwright appoints Yona Chesner as Senior Investment Consultant and Head of Investment in the North

11 March 2024

Cartwright, the pension specialist for defined benefit and hybrid schemes, today announced the appointment of Yona Chesner as Senior Investment Consultant and Head of Investment (North). Based in Manchester, Yona will be responsible for heading up the firm’s new local presence in the North and driving business initiatives and expansion in the area. This appointment follows the recent appointment of Barry Widdows as Senior Investment Consultant and Southwest lead at the end of 2023.

Sam Roberts, Director of Investment Consulting at Cartwright commented; “2023 was another incredibly busy year for the industry and Cartwright was at the forefront. We experienced strong business growth across all our services, most notably in project administration and regional demand. Regional presence across the UK is something we are dedicated to, and we have invested in heavily. It’s key for us to have a foothold close to our clients and continued expansion is in line with our business objectives."

“Yona has extensive experience and a proven track record of delivering for clients. This will be invaluable in enhancing the tailored solutions we offer our clients across the UK. We are delighted to start 2024 with this fantastic appointment, and we welcome him to the team.”

Yona added: "Cartwright has a first-class reputation in the industry for the unique bespoke client services and their member-focused approach. Their growth in recent years has been notable and I am really pleased to bring my expertise to such a progressive and ambitious team and drive the expansion in the North.”

Yona joins from Isio, where, as Director, he played a pivotal role in shaping investment strategies for clients. Prior to this, he spent over 11 years at Deloitte, progressively advancing through roles from Senior Consultant to Director, accumulating expertise in both investment management and financial advisory services.

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