Our People

Our team brings investment expertise, with specialisms in tax-efficient investing, property and renewables.

  • RICHARD COOK

    CHIEF EXECUTIVE OFFICER

    Richard has been Chief Executive Officer of Blackfinch since 2009. He has been involved in the structuring and management of investment assets for over 14 years. Richard conceptualised and launched the Blackfinch brand and has overseen the growth and expansion of the company within the UK retail market. Previously, Richard worked in senior banking roles within Merrill Lynch and the Bank of New York.

  • RICHARD SIMMONDS

    CHIEF INVESTMENT OFFICER

    Richard has 15 years’ senior experience in financial services spanning projects, corporate finance and fund management, with a specialism in asset-backed fund management. Prior to joining Blackfinch, Richard held roles at NatWest, FTSE and Credit Suisse in London and New York. Richard holds an Executive MBA, the Certificate in Discretionary Investment Management, and the Diploma in Financial Planning.

  • JERRY R. PRICE

    CHIEF DISTRIBUTION OFFICER

    Jerry joined Blackfinch in 2013 to focus on strategic account management. He brings over 25 years’ experience in the financial services industry, ranging from direct sales, and management training to managing nationwide networks of independent financial advisers. Jerry is well known for the depth of his knowledge and understanding of the challenges advisers face both at an individual and corporate level.

  • GUY LAVARACK

    INVESTMENT DIRECTOR

    Guy brings in-depth knowledge of corporate finance gained through a number of structured finance (debt and equity investment) roles with Lloyds Banking Group. Other roles prior to Blackfinch include sales and marketing and divisional statutory company director for a FTSE listed outsourced services provider, and the Wind Prospect Group, where he led the project financing/sale of renewable energy assets. Guy has a masters degree from Cambridge University and is a Fellow of the Royal Geographical Society.

  • DAVID HIGSON

    SENIOR INVESTMENT MANAGER

    David is responsible for the management of the property lending team, which forms part of Blackfinch Investments. His previous role was as manager in the Transaction Services team at PwC London, where he performed financial due diligence on deals across a range of sectors. David holds a degree in Economics from the University of York, is an ICAEW-qualified chartered accountant and is studying for the Investment Management Certificate.

  • STEFAN AGOPSOWICZ

    SENIOR INVESTMENT MANAGER

    Stefan has been with Blackfinch since 2009 and is involved in the analysis and valuation of potential new investment opportunities for the company’s portfolios. He holds a current Statement of Professional Standing issued by CFA Society United Kingdom, having passed Level 1 of the CFA exam and achieved the CFA Level 4 Investment Management Certificate, and is a member of the CFA Institute.

  • STUART TYLER-LLOYD

    SENIOR INVESTMENT MANAGER

    Stuart joined Blackfinch in 2018. He brings over 20 years’ experience in investment management, focused on institutional investment, and has been responsible for multi-billion pound portfolios. Stuart is an Associate of the Society of Investment Professionals, a member of the CFA Institute, and a member of the Chartered Insurance Institute.

  • JOLYON RIDGWELL

    INVESTMENT MANAGER

    Jolyon joined Blackfinch in 2018, responsible for acquisitions for renewable energy generation projects. Jolyon’s experience includes work in the renewables sector for a green utility. Prior to that he worked for five years at a sustainability management consultancy. Before specialising in renewables, Jolyon worked in an equity sales and management consultancy. He has an MBA from Cambridge.

  • HAMISH MASSON

    LEGAL DIRECTOR

    Hamish joined Blackfinch in 2018 to lead its legal function. He has over 14 years’ experience practising as a corporate and finance lawyer both in London and internationally. Prior to joining Blackfinch he worked at Addleshaw Goddard, Barclays Bank, DLA Piper, and Harneys in London and the British Virgin Islands. While in private practice Hamish was ranked in all the major legal directories as a corporate and banking lawyer. Hamish has a Masters’ degree from the University of London and a Bachelors’ degree from the University of Durham.

  • JOHN HARTIGAN

    INVESTMENT MANAGER

    John joined Blackfinch in 2018, responsible for placing and managing property loans. He brings a wealth of knowledge and experience to the property team. Previously he worked for eight years at Royal Bank of Scotland and more recently at ThinCats. John is a chartered accountant who trained with PwC and led commercial refinance for Deloitte in the Midlands.

  • PABLO FERNANDEZ

    INVESTMENT MANAGER

    Pablo joined Blackfinch in 2018, a private equity specialist with over 15 years’ experience. He has held senior positions in private banking, wealth management and asset management as well as private equity. These include a variety of investment management roles at Morgan Stanley, including senior associate and Caixabank as senior manager. His background covers strategy, project management, marketing and innovation. Pablo holds a BA in Business Administration with a major in Finance from Complutense Madrid, an MA in Marketing from Esade and an Executive MBA from IE. Pablo is fluent in Spanish, English and Italian.

  • VAN HOANG

    ASSISTANT INVESTMENT MANAGER

    Van joined Blackfinch in 2018, working across its range of Inheritance Tax solutions. Previously she was a lecturer in Finance and Economics at Portsmouth University. Van also brings ten years’ experience as an investor in emerging markets. Van is a member of the CFA institute and a CFA charterholder. She also holds an MBA degree.

  • DAN APPLEBY

    ASSISTANT INVESTMENT MANAGER

    Dan joined Blackfinch in 2018, involved in the valuation and management of the Adapt IHT AIM portfolios. Previously he was a Senior Analyst at Fidelity, working in fair value markets. Prior to that, Dan worked as an engineer at Intel. Dan holds a PhD based around mathematical modelling and experimentation. He is also a CFA Level III candidate, having passed Level II.

  • PATRICK HAYET-PATINO

    PORTFOLIO ACCOUNTANT

    Patrick joined Blackfinch in 2018. He brings deep knowledge of investment processes and product structures. Previously he worked for 12 years at St James’s Place Wealth Management (SJP) as an Administration Manager. At SJP he continuously refined and improved processes, with control of a £60m+ per month payment file. Patrick is a part-qualified accountant through the Association of Chartered Qualified Accountants.

  • MAXWELL ABBOTT

    INVESTMENT ANALYST

    Max joined Blackfinch in January 2019. He previously worked as a Senior Asset Management Analyst at Waterloo Housing and prior to that at DAC Beachcroft as a paralegal/fee earner. Max holds a BA (Hons) Graduate Diploma in Law and was called to the Bar of England and Wales in 2014. He is currently completing an MSc in Real Estate management, and working toward RICS Chartered Status.

  • NICOLA MAYES

    ASSISTANT INVESTMENT MANAGER

    Nicola joined the Blackfinch property team in 2018, bringing experience in negotiation and analysis. Previously she worked at a mid-market private equity and investment banking firm. She then moved on to the BP Commercial Graduate scheme, where she was promoted into the BP investment management team. Nicola holds a degree in Business Management & Economics from Aston University.

  • KATIE WILLIS

    INVESTMENT ANALYST

    Katie joined Blackfinch in 2018, working within Client Resources before becoming part of the Blackfinch Property team. Katie assists the team in appraising deals plus working on marketing and business planning. She previously worked within insurance services at Capita where she managed data analytics around insurance risk and obtained a Certificate in Insurance. Katie is now in her second year of studying for a degree in Law from the Open University.

  • WINSTON MATHEW

    INVESTMENT ASSISTANT

    Winston joined Blackfinch in 2018. His previous experience includes a place on the junior proprietary trader programme at Samuel and Co.; as a mechanical engineer intern on the integrated stations programme at Transport for London, and as a manufacturing engineer intern at Jaguar Land Rover. Winston holds a master’s degree in Mechanical Engineering from Imperial College London.

     

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