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.
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.
Alex co-runs the Blackfinch Wealth MPS. He brings ten years’ investment management experience, with a strong track record in managing private client portfolios and working closely with financial advisers. Alex holds the certificate in Private Client Investment Advice and Management as well as the Investment Advice Diploma. He is a chartered fellow of the Chartered Institute for Securities & Investment and has been recognised as an industry high flier, featuring in Citywire’s ‘Top 30 under 30’ twice.
Gareth co-runs the Blackfinch Wealth MPS. Gareth has 13 years’ experience in investment management, with expertise in the construction of mainstream investment products for clients and intermediaries. He holds the Diploma in Investment Compliance as well as certificates in Bond & Fixed Interest Markets and in Private Client Investment Advice and Management. He is a chartered fellow of the Chartered Institute for Securities & Investment and has achieved Chartered Wealth Manager status.
BUSINESS DEVELOPMENT MANAGER
Kathryn joined Blackfinch bringing nearly ten years experience in financial services. Previously she held roles at Morgan Stanley covering investment management, client relationships and sales, with her final being a Vice President. Prior to that she worked as a Private Equity placement agent at Eaton Partners. Kathryn holds an LLB Law Degree with honours from the University of Central Lancashire, is a qualified barrister and holds the Investment Management Certificate.
T: 01452 717 996
ADVISER SUPPORT EXECUTIVE
Alice joined Blackfinch in 2017, bringing experience in client services and administration from the public sector and caring professions. Previously she was an Administration Officer and Receptionist for the NHS Community Dental Service, working on specialised cases to meet patient needs. Alice holds a bachelor’s degree in Geography from the University of the West of England.
INTERNAL BUSINESS DEVELOPMENT MANAGER
Nick brings ten years of experience in financial services. He previously worked at the Cabot Credit Management Group, leading teams in roles covering business development and customer operations. Nick holds a degree in Marketing and Strategic Business Management from Gloucestershire University.
T: 01452 717 585
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