He is a Chartered Fellow of the Chartered Institute for Securities and Investment, the investment management industry's professional body. Adrian Schau is a Senior Client Advisor and Principal with 1919 Investment Counsel, LLC. Advised Uhuru Partners on the structuring and raising of its flagship fund, Uhuru Growth Fund I, L.P. Previously the share tipster at the Daily and Sunday Telegraph - recommending equity investments in a daily column, and European market commentator at Standard & Poor's, I have been looking at equity markets for more than 20 years. With a total of 20 years investment experience, he is a Chartered Fellow of the CISI and holds the CISI Masters in Wealth Management. William Shaw started working in the stock market for Shaw & Co just in time to witness the crash of 1987, having spent the early years of his career as a grain trader. He is a Chartered Fellow of the Chartered Institute for Securities and Investment. In June 2014, Shelley joined Charles Stanley. 410-454-3139 Mr. He graduated from University of Wales College Cardiff in 1993 and following a short stint working for a financial publication, trained as a financial adviser initially specialising in advising medical and dental professionals, before joining a large accountancy firm. 415-500-6719 Sophie Crudgington joined Charles Stanley in September 2013, working within the Portfolio Services department for two years prior to moving to provide administrative support for Nic Muston and Emma Foden-Pattinson in November 2015. Scott is a Chartered Financial Planner and Fellow of the Personal Finance Society who opened our Aberdeen office in 2018. She joins the team in a position where she can best utilise her skills and provide support across the Investment Management teams and their clients. Colin Fulton is always available. Kiran has 34 years' experience managing relationships and portfolios for private individuals, trusts, companies, charities and SIPPs. In addition to his advisory role with DigitalBridge, Mr. Pistacchio serves on the Board of Directors of Zayo Group Holdings, Aptum Technologies, Beanfield Metroconnect (where he serves as Executive Chairman) and Storyleaders LLC. Oral conversations or written correspondence between you and our representatives. On the fund manager side, practice head Matthew Huggett advises on the establishment of funds across a range of strategies, including growing areas such as environmental impact funds and funds-of-one. Prior to Philadelphia International Advisors, he was a Vice President with The Glenmede Trust Company, following both the Healthcare and Consumer Staples Sectors. He holds a Masters degree in Economics, Banking and Finance and has passed level one of the CFA Program. He worked his way up, beginning to manage client funds in 2010. Prior to joining the firm in 1994, Scott spent two years at T. Rowe Price Associates. 212-554-7102 The price of gold reached a historic high on Wednesday, exchanging at $2,040 per ounce XAU= in early trading. Contact. Andy joined Charles Stanley in Birmingham as Director of Financial Planning for the Midlands in June 2014 to bolster the company's growing Financial Planning services and presence across the region. Bradley Dolinedeparted the firm in November 2021. A close knit team with years of experience working on private investment funds., I would say its a more bespoke personalised service where you do not feel like another horse in the stable., Curtis seems to have experts in all different areas of law, and they have done an excellent job of meeting our legal needs., Ryan Hansen has been exceptional in servicing our firm. Matt entered the financial services industry in 1994 as a Trust Associate at Pennsylvania National Bank. John Rife; Matthew Dickman; John Anderson, Highly experienced and capable team. Mr. Bucey went on to expand the tower model by creating portfolios in Indonesia, Myanmar, and The Netherlands. Payden & Rygel's US Balanced portfolio is designed to help clients achieve their financial objectives via a diversified list of U.S. stocks, bonds and cash. Prior to that role, Mr. Chung worked in Macquarie Capitals private capital markets team where he focused on principal investments and advisory mandates across the consumer and technology sectors in Asia. He started his stockbroking career with Kleinwort Benson back in the late 80s when he worked in the City for five years before joining Shaw & Co back in Tunbridge Wells. He formed a successful partnership with James Silcock, focused on offering a bespoke investment service to private clients. Beatrice earned a B.S. Keith is DipPFS qualified, holding amongst others, the G60 Pensions and G20 Investment examinations. Before joining 1919 Investment Counsel, Jim was a Portfolio Manager with Rand & Associates, an independent Registered Investment Advisory firm. She previously worked at Sarasin Chiswell (formerly Cantrade), having studied at Loughborough University reading Accounting and Financial Management. He also earned a B.S. Jo assists a team of Investment Managers in areas of private clients, charities and trusts on both a Discretionary and Advised basis and also specialising in Probate matters. He is Chair of the Charles Stanley Group Limited Board of Directors and also Chair of its Nomination Committee. office, See the He also serves as an advisor and resource to DigitalBridges senior management team on strategic business initiatives. John joined Charles Stanley in January 2018, having managed portfolios in Guildford for over a decade. 215-854-7268 Gary has experience in public speaking on the subject of Ethical Screening and its impact on portfolios. This new group, named Facebook Financial or F2 will operate its. His primary responsibility is as an Equity Research Analyst covering the Information Technology sector including semiconductors, communications equipment, storage, handsets and related industries. Looking for a change of direction, she and her family left London for Dorset where she subsequently joined Charles Stanley as a part time secretary in 2007. 212-554-7111 He managed and closed multiple complex co-location, metropolitan and transit network agreements in foreign and domestic markets as lead development negotiator, responsible for closing $1.6 billion contract value and approaching $3 billion total contract value under his management. He has also forged good working relationships with local accountants, solicitors and IFAs. Contact. He holds a Master of Architectural Engineering MEng (Leeds University and Pennsylvania State University), is a Chartered Fellow of the Chartered Institute of Securities and Investments (CISI) and the President of the East Anglia Branch of the CISI. She has in-depth industry knowledge and expertise in the telecom infrastructure and renewable energy sectors. She enjoys music and spending time with her family. Mr. Case currently serves on the Board of Directors of Scala Data Centers. Miller is a Business Trustee on the Board of Directors for the Alabama Association of Independent Colleges and Universities (AAICU). A graduate of Aston University, Tim has been an investment manager since 1990 and a fellow of the Chartered Institute of Securities and Investments since 1994. He manages investments for private clients across all the various service levels. He has over 15 years of infrastructure, private equity, and corporate finance experience in Asia. Financial Planning PA support to John Redpath. John is a graduate of Lehigh University with a B.S. Alison is a Managing Director at 1919 Investment Counsel, LLC and the Head of Social Research. The Business Continuity Plan was developed and is monitored by a committee of senior managers, including the heads of the Trading, Portfolio Operations, Compliance and Information Technology departments. We offer a wide range of standard and customized strategies designed to meet clients' unique objectives across countries, currencies and sectors. Jon Pollowitz is a Senior Vice President, Liquid Strategies at DigitalBridge Investment Management where he leads business development for Liquid Strategies. He is a member of Chartered Financial Analyst (CFA) Institute and the CFA Society Philadelphia. Ewan has worked within Wealth Management for 34 years, joining Charles Stanley's Court of Protection and Damage Awards Team 15 years ago and has been looking after the investments of vulnerable clients in this specialist area ever since. Ed is a Governor at The Kibworth Mead Academy and is Treasurer of two local charities. The strategy focuses on US Treasury securities, government agency debentures and agency mortgage securities with a weighted average life of one to five years. Preksha has a degree in Economics from the London School of Economics and has passed all three levels of the CFA programme. Qasam Mahmood brings a sense of poise to transactions he is one to watch!, Danny Quinn is the smartest person on the call or in the room without the ego that sometimes comes with that. As volunteers based in their local communities, the aim of a CFR is to provide early basic life support ahead of the arrival of an ambulance. Helena's career began in the West End of London at a leading UK firm of Solicitors with whom she worked for twenty years. Pan Finance is a trusted source of global financial intelligence with a readership base of +200,000 across 150 countries. Working closely with Will Le Blanc-Smith he manages portfolios for a wide range of private clients, trusts and charities. Today I want to look at the trend that have driven markets over the last ten years, with and emphasis on technology, then ask what the future holds for one of the most important sectors in markets today. We may collect or capture nonpublic information about you from the following sources: Payden & Rygel clients have the right to: (i) be informed, at or before the point of collection, of the categories of personal information to be collected and the purposes for which the categories of personal information shall be used; and (ii) be informed of (a) the categories of personal information Payden & Rygel has collected about them; (b) the specific pieces of personal information Payden & Rygel has collected about them; (c) the categories of sources from which Payden & Rygel has collected the personal information; (d) the business or commercial purpose for collecting the personal information; and (e) the categories of third parties with whom Payden & Rygel share personal information about any client. During her ten years, she held several client relationship positions in their retirement and mutual fund divisions. Before joining Mistral in 2008, Mr. Ginsberg was Executive Chairman of InfoHighway Communications, a telecommunications services provider, and CEO/co-founder of its predecessor entity Eureka Broadband. She is part of the administration team responsible for the day-to-day running of client's portfolios. We believe municipal investing requires elements of both a top-down, as well as bottom-up, investment style. Before joining 1919 Investment Counsel, Erika was a Portfolio Associate with Rand & Associates, an independent Registered Investment Advisory firm. Representing JP Morgans Private Equity Group on an ongoing basis in connection with commingled fund investments and co-investments made by its commingled and single-investor private equity funds. He has worked at Charles Stanley since 1992 and was one of the group of brokers that set up the Bournemouth office of Charles Stanley in that year. This is invaluable for an in-house counsel. African Guarantee Fund and Afriland First Bank partner to finance SMEs/SMIs, support women entrepreneurship and promote green businesses. David Christmas; Piers Harris; Karen Henderson; Sam Wilson; Rebecca Harris; Robert MacVicar; Nathan McKinnon, The team is spearheaded by a very strong leader in Kate Downey. 410-454-3171 Ian studied at Leicester University, obtaining both a Master's and first class degree in economic related courses. Contact. Gary is married with two children and lives in Penarth. Jim Perrin joined Charles Stanley in 2006 having previously worked for Teather & Greenwood , Prudential Bache & Fortis N.V. Mr. Price has over 20 years of professional experience in developing and managing all aspects of global infrastructure strategy for market leading internet properties and content providers. Samantha supports Adam Page and David Steel with administrative tasks within their teams and also assists with the Branch's Corporate Actions. He is also a member of the New York Society of Security Analysts. Mr. McBride received a Bachelor of Business Administration, cum laude, in Finance and Economics from the University of Notre Dame. . Joined Charles Stanley in 2011 from Brewin Dolphin. National Security Advisor, Chief of Staff, Deputy White House Communications Director, Public Engagement and Intergovernmental Affairs, Director, White House Information Technology, Assistant to the Vice President for Intergovernmental Affairs and Public Liaison, Assistant to the Vice President and Director of Communications, Deputy Chief of Staff to the Vice President, Deputy National Security Adviser to the Vice President, Residence Manager and Social Secretary for the Vice President and Second Lady, National Security Adviser to the Vice President, Director of Administration for the Office of the Vice President, Domestic Policy Adviser to the Vice President, Chief Economist and Economic Policy Adviser to the Vice President, Deputy Press Secretary to the Vice President, Director of Communications for the Second Lady, Orszag, Peter. Mr. Schwartzman also previously served as Treasurer at DigitalBridge. Bournemouth Phil earned a B.A. Dominique sits on the Advisory Board for the Women & Wealth platform and is also a member of the IDEA Community Partnerships committee at. Alexander Chester; Jonathan Bray; Lily Marcel; Stephanie Dunne; Pourab Paul; Camilla Blower; Vishal Mashru, The Clifford Chance private funds team is excellent. Her primary focus is financial planning for individuals and families. Prior to joining Autonomous, Michelle worked for more than 7 years as the HK office manager & investment administrator at a global asset management firm. Kirkland & Ellis International LLP remains one of the most prominent firms in the London private funds space, with expertise handling bulge-bracket fundraisings for household names in this area. in Finance and Investments from Baruch College. At DigitalBridge, Mr. Malik is responsible for identifying, evaluating, consummating, and managing investments across all our verticals globally with a specific focus on the Americas and the MEA regions. In addition, she is a member of the Fixed Income Committee, the Secretary of the Institutional Committee, and writes the Quarterly Institutional Review. office, Asset management|Central Financial Services, Central Financial Services|Foundation Services, Executive committee |Investment Management, Central Financial Services|Executive committee. Prior to joining DigitalBridge, he held similar roles at Atlantic Investment (a NY based hedge fund) and within Bank of Americas Capital Strategy group. [5] Prior to that, he was the 37th Director of the Office of Management and Budget (OMB) under President Barack Obama and had also served as the Director of the Congressional Budget Office (CBO). 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