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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.
Managing Director, Head of Trading, UK
EmailJohn leads our UK trading and execution team. He has a wealth of industry experience, with a career in equities trading spanning over 30 years. Prior to joining Olivetree in 2013, John was a Managing Director at Goldman Sachs, where he spent 25 years. He has traded most markets globally and worked across desks including market making and principal risk management, program trading, and low touch automated execution. He readily applies his keen interest and knowledge to ensure our service offering remains best in class.