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CEO
EmailSam joined Olivetree Financial in 2022 as CEO, with over 35 years of experience in Global Markets in a variety of Executive and Non-Executive roles. Having spent 20 years at Lehman, in London and NY, as MD and Head of Trading, he then moved to Nomura where he was a Senior Managing Director, and Head of Equities. Prior to joining Intertrader as Executive Chairman, Sam was the CEO of Institutional Services at TPICAP, building a multi asset agency brokerage, servicing the Institutional and Hedge Fund community. He is also a founder, and non-executive director, of GSCM, a sustainable agriculture, and impact, asset manager. To give some balance to a busy career in Finance, Sam is a keen General Aviation pilot, and currently studying for his Instrument Rating.
Deputy CEO, Head of Corporate Broking
EmailJames has over 25 years' experience working in Pan European equity sales to clients in the UK, the USA and Asia. He has spent much of the past decade either building or running equity distribution desks for US and European banks, including Citi and UniCredit Bank AG. Most recently, James founded and ran Panoptic Europe, the first European equity ideas house to be based in Asia to focus solely on Asian institutions. Away from the financial world, James has a keen interest in the UK education system, and is a volunteer Governor of a large independent school.
Managing Director, Head of Sales & Sales Trading, UK
EmailMatt has spent the last 25 years working with institutional clients in a wide number of roles ranging from prime brokerage to pan European equity sales trading at various different firms including Credit Suisse, Pictet, Cheuvreux and Vontobel. Prior to that he served as an infantry officer in the British Army. A father of 3, he enjoys playing and coaching hockey, mountain biking and walking the dog.
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Executive Director
EmailJoe leads our UK trading and execution team. Starting on the stock exchange floor with Wood Mackenzie & Co, Joe progressed to NatWest Markets, then ran consumer sector trading at Citigroup and the European cash trading desk at Kepler Cheuvreux before joining Olivetree in 2014. Joe’s extensive industry experience includes facilitating market-making, running proprietary books, managing principal risk block pricing and co-ordinating M&A risk arbitrage utilising cross-region spread trading with currency hedging. Joe has a strong client focus ensuring that Olivetree’s high-touch execution continues to evolve as best in class. An ex semi-professional footballer, he is a Registered Financial Planner with the Personal Finance Society and in his spare time plays golf and guitar.