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Our People

The Board

Mark Brown

Mark Brown

Executive Chairman

mark.brown@stockdalesecurities.com

Mark Brown

Mark Brown

Executive Chairman

mark.brown@stockdalesecurities.com

Mark joined Stockdale as Chairman in November 2014. He was previously Chief Executive of Collins Stewart and brings a wealth of experience and leadership in both small and large investment banks. Having worked as the Global Head of Research for ABN AMRO and HSBC, and as Chief Executive of ABN’s UK equities business, Mark led the successful turnaround of Arbuthnot Securities followed by Collins Stewart.
Andy Crossley

Andy Crossley

Managing Director

andy.crossley@stockdalesecurities.com

Andy Crossley

Andy Crossley

Managing Director

andy.crossley@stockdalesecurities.com

Andy joined Stockdale in April 2015. For over 20 years he was a leading UK small company fund manager, primarily at Invesco Perpetual. In 2011 he joined Peel Hunt, heading up Equity Capital Markets and helped grow the corporate client list from under 40 to over 100. He is a member of the LSE’s AIM Advisory Group, the QCA’s Primary Markets Committee and is a NED at City of London Group plc.
Andrew Proctor

Andrew Proctor

CFO & COO

andrew.proctor@stockdalesecurities.com

Andrew Proctor

Andrew Proctor

CFO & COO

andrew.proctor@stockdalesecurities.com

Prior to joining the firm, Andrew was CFO at N+1 Singer and has served as Group CFO of an international CFD house and banking and capital markets businesses in Singapore and South Africa. Andrew qualified as a chartered accountant at PricewaterhouseCoopers, holds a CFA and a MBA from INSEAD.
Mark Butcher

Mark Butcher

Non-Executive Director

Mark Butcher

Mark Butcher

Non-Executive Director

Mark is a non-executive director for a number of public and private companies. He has over 20 years’ experience working in the City and was an executive director of GPG (UK) Holdings Plc which was the UK investment arm of Guinness Peat Group Plc where he managed a significant proportion of the Group’s investments. Mark has wide experience in international accounting, corporate finance and banking transactions.
Louise Nash

Louise Nash

Non-Executive Director

Louise Nash

Louise Nash

Non-Executive Director

Louise joined the board of Stockdale in October 2017. She currently works for her family business, Höpler Winery. Louise spent 16 years as a UK Small and Mid Cap fund manager, most recently as Director of UK smaller companies at M&G and previously at Cazenove Capital.

Corporate Finance & Broking

Robert Finlay

Robert Finlay

Head of Corporate Finance & Corporate Broking

Robert.Finlay@stockdalesecurities.com

Robert Finlay

Robert Finlay

Head of Corporate Finance & Corporate Broking

Robert.Finlay@stockdalesecurities.com

Robert has 30 years’ experience advising UK and international companies on accessing and transacting in the UK capital markets. Prior to joining Stockdale at the start of 2013, Robert was head of corporate finance at Canaccord Genuity’s London operations. He has also worked at James Capel & Co, Credit Lyonnais Securities and Hoare Govett.
Leanne Baker

Leanne Baker

Corporate Finance Team PA

Leanne.Baker@stockdalesecurities.com

Leanne Baker

Leanne Baker

Corporate Finance Team PA

Leanne.Baker@stockdalesecurities.com

Leanne has been in the finance industry for 30 years in retail and private banking. After living overseas for several years running a tourism business for the local council, Leanne returned to the UK and worked in the Post Office as Travel Specialist for 5 years prior to working for Stockdale.
Antonio Bossi

Antonio Bossi

Director, Corporate Finance

Antonio.Bossi@stockdalesecurities.com

Antonio Bossi

Antonio Bossi

Director, Corporate Finance

Antonio.Bossi@stockdalesecurities.com

Antonio has over 22 years’ experience in corporate finance and M&A including seven years with Baring Brothers and ABN AMRO working across a number of sectors. He joined a predecessor company to Stockdale in June 2003. An Italian national and an engineer by education (Politecnico di Milano), his clients include Warpaint London and Phoenix Global Resources.
David Coaten

David Coaten

Assistant Director, Corporate Finance

David.Coaten@stockdalesecurities.com

David Coaten

David Coaten

Assistant Director, Corporate Finance

David.Coaten@stockdalesecurities.com

David joined Stockdale’s corporate finance team in 2013 and has wide-ranging experience in IPOs, placings and M&A transactions, both on AIM and the Main market of the London Stock Exchange, across numerous industries. David graduated from the University of Edinburgh with a Master’s degree with honours in Civil Engineering.
Tom Griffiths

Tom Griffiths

Director, Corporate Finance

Tom.Griffiths@stockdalesecurities.com

Tom Griffiths

Tom Griffiths

Director, Corporate Finance

Tom.Griffiths@stockdalesecurities.com

Having obtained a law degree, Tom joined the London Stock Exchange Listing Department. In 1996 he joined Greig Middleton & Co, a predecessor firm of Stockdale Securities. Tom is a senior director in Corporate Finance and an AIM qualified executive with extensive experience of IPOs, placings and M&A transactions. Tom is a member of the Chartered Institute for Securities & Investment and a qualified company secretary.
Daniel Harris

Daniel Harris

Director, Corporate Finance

Daniel.Harris@stockdalesecurities.com

Daniel Harris

Daniel Harris

Director, Corporate Finance

Daniel.Harris@stockdalesecurities.com

Daniel joined Stockdale in August 2016. He qualified and practised as a corporate lawyer and then joined Peel Hunt in the investment banking department where he worked for nearly 10 years specialising initially in TMT and latterly as partner and head of the firm’s Renewable Energy franchise. Daniel now advises companies across a broad range of sectors and has significant experience advising on private and public company fundraisings and M&A in relation to both AIM and main market.
Richard Johnson

Richard Johnson

Director, Corporate Finance

Richard.Johnson@stockdalesecurities.com

Richard Johnson

Richard Johnson

Director, Corporate Finance

Richard.Johnson@stockdalesecurities.com

Over 20 years’ experience at Stockdale and its predecessor companies. Richard is an AIM Qualified Executive and currently acts for clients across sectors including Oil & Gas, Media and Technology.
Hugo Masefield

Hugo Masefield

Manager, Corporate Finance

Hugo.Masefield@stockdalesecurities.com

Hugo Masefield

Hugo Masefield

Manager, Corporate Finance

Hugo.Masefield@stockdalesecurities.com

Hugo joined Stockdale in February 2019 from Ernst & Young where he spent over 3 years in the Assurance department auditing both public and private companies. He is a qualified Chartered Accountant with the ICAEW.
Rose Ramsden

Rose Ramsden

Assistant Director, Corporate Finance

Rose.Ramsden@stockdalesecurities.com

Rose Ramsden

Rose Ramsden

Assistant Director, Corporate Finance

Rose.Ramsden@stockdalesecurities.com

Rose has 10 years’ experience in the City. She qualified as a solicitor with Slaughter & May and spent nearly five years in their corporate group. Rose has been with Stockdale since 2014 and has worked exclusively with investment fund clients for the past three years.
Bradley Wright

Bradley Wright

Analyst, Corporate Finance

Bradley.Wright@stockdalesecurities.com

Bradley Wright

Bradley Wright

Analyst, Corporate Finance

Bradley.Wright@stockdalesecurities.com

Bradley was an intern at Stockdale in 2017 and is now doing a one-year placement before returning to finish a degree in Banking, Finance & Management at Loughborough University.
Kam Bansil

Kam Bansil

Director, Corporate Broking

Kam.Bansil@stockdalesecurities.com

Kam Bansil

Kam Bansil

Director, Corporate Broking

Kam.Bansil@stockdalesecurities.com

Kam joined Stockdale from Arden where he was a Director in Corporate Broking focusing on the technology sector. Kam started his career on the buy-side as an engineering analyst before moving to the sell-side in research and has covered the technology sector at a number of small-cap brokers including Panmure Gordon, Dawnay Day, Ambrian and Mirabaud.
Sarah Bush

Sarah Bush

Investor Relations Manager

Sarah.Bush@stockdalesecurities.com

Sarah Bush

Sarah Bush

Investor Relations Manager

Sarah.Bush@stockdalesecurities.com

Sarah joined Dresdner Kleinwort in 1997 where she worked in the Investor Relations department for 12 years, managing the roadshow team for the last 6 years. Sarah then joined a predecessor firm to Stockdale Securities in January 2010 to start up the IR service.
Fiona Conroy

Fiona Conroy

Assistant Director, Corporate Broking

Fiona.Conroy@stockdalesecurities.com

Fiona Conroy

Fiona Conroy

Assistant Director, Corporate Broking

Fiona.Conroy@stockdalesecurities.com

Fiona joined Stockdale Securities in 2014. She provides bespoke broking services to fund managers and private client brokers on behalf of corporate clients. Prior to Stockdale, Fiona spent 8 years in Financial PR. She graduated from Edinburgh University in 2007, holds the Investment Management Certificate (IMC), Certificate in Investor Relations (CIR), CISI Capital Markets in Securities and has passed CFA Level 1.
Henry Willcocks

Henry Willcocks

Director, Corporate Broking

Henry.Willcocks@stockdalesecurities.com

Henry Willcocks

Henry Willcocks

Director, Corporate Broking

Henry.Willcocks@stockdalesecurities.com

Henry joined a predecessor firm to Stockdale Securities in 2010. Previously with Noble and Company. Henry is a Corporate broker to AIM and Main Market companies with a focus on market intelligence, fund raisings, market positioning, investor communication and regulatory advice. Henry has institutional relationships with key UK small and mid-cap investors. In addition, he markets close-ended funds across the UK.
Mustapha Omar

Mustapha Omar

Mustapha.Omar@stockdalesecurities.com

Mustapha has extensive experience in capital markets, primarily investment analysis and corporate broking in the technology and telecoms sector. He was previously Head of Research at Collins Stewart, one of three founding partners of Chrystal Capital and also Head of Corporate Broking at Strand Hanson. Mustapha has a PhD in Materials Science from the University of Reading.

Sales

Simon Wickham

Simon Wickham

Director, Head of Sales

Simon.Wickham@stockdalesecurities.com

Simon Wickham

Simon Wickham

Director, Head of Sales

Simon.Wickham@stockdalesecurities.com

Simon has over 20 years’ experience in the UK Equity market. He was previously Head of Sales at Arbuthnot Securities and prior to that was a Director & Senior UK Equity Small and Mid-Cap Salesman at Dresdner Kleinwort. His core franchise is with major UK long only institutions in London & Edinburgh and select larger hedge funds. Simon is highly experienced in raising money for small and mid-cap companies on the London Market.
Zoe Alexander

Zoe Alexander

Director, Sales

Zoe.Alexander@stockdalesecurities.com

Zoe Alexander

Zoe Alexander

Director, Sales

Zoe.Alexander@stockdalesecurities.com

Zoe has been advising and dealing in small cap companies, both private and listed across AIM, ASX, & TSX, for 11 years. Zoe has developed key relationships with high net-worth individuals, professional Investors and family offices and is a RDR qualified advisor.
James Du Boulay

James Du Boulay

Director, Investment Funds Sales

James.Duboulay@stockdalesecurities.com

James Du Boulay

James Du Boulay

Director, Investment Funds Sales

James.Duboulay@stockdalesecurities.com

James has been raising assets for different types of investment products including wealth managers, Fund of Funds and Family Offices since 1994. He has worked for major financial institutions ABN AMRO and JO Hambro Investment Management as well as smaller boutiques, BDT Invest and Eclectica Asset Management. He joined Stockdale securities in January 2018.
Matthew Kinkead

Matthew Kinkead

Director, Head of Investment Funds Sales

Matthew.Kinkead@stockdalesecurities.com

Matthew Kinkead

Matthew Kinkead

Director, Head of Investment Funds Sales

Matthew.Kinkead@stockdalesecurities.com

Matthew was a founding member of the Arbuthnot Securities Investment Trust team that moved to Westhouse Securities in 2010. Starting his investment trust sales career at Olliff & Partners in 1992, he subsequently worked at Panmure Gordon and Collins Stewart. Matthew has worked on numerous flotations of onshore and offshore domiciled funds, and has extensive knowledge of the split capital sector.
John McMillan

John McMillan

Director, Sales

John.McMillan@stockdalesecurities.com

John McMillan

John McMillan

Director, Sales

John.McMillan@stockdalesecurities.com

John has 25 years’ experience as an institutional broker of which the last ten years has been spent assisting SME's address the capital markets. Prior to Stockdale, John worked for a number of mainstream firms, including Hoare Govett, Kleinworts and Credit Agricole.
Andrew Wilson

Andrew Wilson

Consultant, Specialist Sales

Andrew.Wilson@stockdalesecurities.com

Andrew Wilson

Andrew Wilson

Consultant, Specialist Sales

Andrew.Wilson@stockdalesecurities.com

Andrew has spent the past 12 years working in Capital Markets related roles in the Natural Resources sector. Previous roles include running the UK desk for a Private Canadian Investment Dealer, as Director for a major Canadian Investment Bank in their Institutional Equities Division specialising in Mining Equities, and as the Mining Specialist sales person for a prominent UK mid-cap broking firm.
Steven Yelland

Steven Yelland

Director, Equity Sales

Steven.Yelland@stockdalesecurities.com

Steven Yelland

Steven Yelland

Director, Equity Sales

Steven.Yelland@stockdalesecurities.com

Steve has over 30 years’ experience advising clients in UK Equities. He worked for James Capel (later HSBC) for nearly 20 years and has been with Arbuthnot/Westhouse/Stockdale for over 8 years. He has an extensive list of long-standing institutional relationships and his current client base includes many large accounts in Scotland, London and the Home Counties. Steve is a graduate of the London School of Economics.

Trading

Mick McNamara

Mick McNamara

Head of Trading & Sales Trading

Mick.McNamara@stockdalesecurities.com

Mick McNamara

Mick McNamara

Head of Trading & Sales Trading

Mick.McNamara@stockdalesecurities.com

Mick started his career in the City over 30 years ago at Henderson Corsthwaite before joining J.M. Finn in 1983. He then went on to co-found FinnCap where he built the trading desk into a top 10 EXTEL ranked team. He has also been personally ranked number 1 on EXTEL for Mid / Small cap Sales Trading and has been trading with major institutions for over 20 years. Mick joined Stockdale as Head of Trading and Sales Trading in 2017.
Helen Brown

Helen Brown

Director, Market Maker

Helen.Brown@stockdalesecurities.com

Helen Brown

Helen Brown

Director, Market Maker

Helen.Brown@stockdalesecurities.com

Helen has 19 years’ experience trading UK equities. She started at Redmayne Bentley Stockbrokers in 1997 and joined Stockdale Securities, then known as Westhouse, in 2007 as a sales trader before moving to the Market Making desk at its inception. In 2011 she went to Panmure Gordon to set up their retail trading desk. She returned to Stockdale as our Corporate Equities Market Maker in 2015.
Michael Harrison

Michael Harrison

Director, Sales Trading

Michael.Harrison@stockdalesecurities.com

Michael Harrison

Michael Harrison

Director, Sales Trading

Michael.Harrison@stockdalesecurities.com

Michael has 32 years’ experience in trading on both the buy and sell-side. Michael worked on the buy-side for Dresdner RCM and then Newstar AM. He moved to the sell-side in 2009 as a sales trader for Pali and then Arbuthnot/Westhouse/Stockdale.
Calum Summers

Calum Summers

Director, Head of Investment Funds Trading

Calum.Summers@stockdalesecurities.com

Calum Summers

Calum Summers

Director, Head of Investment Funds Trading

Calum.Summers@stockdalesecurities.com

Calum is Head of Investment Funds Trading and has 22 years of experience in financial markets of which 14 have been dedicated to covering closed-end funds and investment companies. He stated his career at Barclays Stockbrokers in 1996 where he spent 8 years as a trader before leaving to join Arbuthnot Securities Investment Funds Team as a market maker for 6 years then moved to Stockdale Securities (formerly Westhouse Securities).
Darren Papper

Darren Papper

Director, Investment Funds Trading

Darren.Papper@stockdalesecurities.com

Darren Papper

Darren Papper

Director, Investment Funds Trading

Darren.Papper@stockdalesecurities.com

Darren has over 30 years’ UK Equity Market experience. Darren joined the Investment Funds Team in 2007 having previously held positions as Market Maker at CT Pulley and Senior Dealer at Barclays Wealth Management.

Research

Peter Ashworth

Peter Ashworth

Director, Growth Companies Research

Peter.Ashworth@stockdalesecurities.com

Peter Ashworth

Peter Ashworth

Director, Growth Companies Research

Peter.Ashworth@stockdalesecurities.com

Peter joined Stockdale in 2015 and has over 33 years’ experience in the smaller companies sector covering a broad range of both Full List and AIM companies. He worked previously for Charles Stanley Securities, Teather & Greenwood, Albert E Sharp, Citicorp Scrimgeour Vickers and SG Warburg among others. Awards include “Special Achievement - AIM Awards”, “Best Research” and No. 1 Top Stock Picker - Transportation Starmine.
Dr Saumya Banerjee

Dr Saumya Banerjee

Director, Investment Funds

Sam.Banerjee@stockdalesecurities.com

Dr Saumya Banerjee

Dr Saumya Banerjee

Director, Investment Funds

Sam.Banerjee@stockdalesecurities.com

Saumya (“Sam”) has 20 years’ experience. He was previously Head of Country Funds Research and Head of the Asian Derivatives Research Desk at JP Morgan. Sam started at ING Barings in 1998. He also ran a proprietary trading desk at JPM. Sam has a PhD in Financial Economics from Boston University.
Brendan D’Souza

Brendan D’Souza

Technology Analyst

Brendan.dsouza@stockdalesecurities.com

Brendan D’Souza

Brendan D’Souza

Technology Analyst

Brendan.dsouza@stockdalesecurities.com

Brendan joined Stockdale in 2016 to cover the Technology & Telecoms sector. He has 11 years’ experience and has previously worked as a sell-side analyst at WH Ireland, Cantor Fitzgerald, Seymour Pierce and Standard & Poor’s. He has a Masters of Finance Degree and a Bachelors of Commerce with a major in Accounting.
Gareth Evans

Gareth Evans

Technology Analyst

Gareth.Evans@stockdalesecurities.com

Gareth Evans

Gareth Evans

Technology Analyst

Gareth.Evans@stockdalesecurities.com

Gareth has over 18 years’ experience. Previously Co-Head of Research at Investec. Gareth has been highly ranked by Extel and voted techMARK Analyst of the year.
Rachel May

Rachel May

Analyst, Growth Companies Research

Rachel.May@stockdalesecurities.com

Rachel May

Rachel May

Analyst, Growth Companies Research

Rachel.May@stockdalesecurities.com

Rachel joined Stockdale in April 2017. Prior to Stockdale she worked at EY having joined the Wealth & Asset Management Assurance programme. During her time at EY Rachel qualified as a Chartered Accountant and completed her CFA level 1 exams. Rachel graduated from the University of York with a Bsc in Accounting, Business Finance and Management with first class honours in 2013.
Sheldon Modeland

Sheldon Modeland

Mining Analyst

Sheldon.Modeland@stockdalesecurities.com

Sheldon Modeland

Sheldon Modeland

Mining Analyst

Sheldon.Modeland@stockdalesecurities.com

Sheldon joined Stockdale in April 2018 and has over 17 years’ experience in the mining industry. He is a registered professional geologist and was previously at Beaufort Securities and Edison Investment Research in London. Sheldon has diverse experience spanning exploration, project management, equity research and academia.
Vivek Raja

Vivek Raja

Financials Analyst

Vivek.Raja@stockdalesecurities.com

Vivek Raja

Vivek Raja

Financials Analyst

Vivek.Raja@stockdalesecurities.com

Vivek joined Stockdale in October 2018. He started his career in strategy consulting and has spent the last decade in sell-side equity research focussed on financial companies. Vivek has covered both large and small/mid cap financials and has previously worked as an analyst at Canaccord Genuity, Mediobanca, KBW/Oriel Securities and Panmure Gordon.
Robert Sanders

Robert Sanders

Director, Head of Growth Companies Research

Robert.Sanders@stockdalesecurities.com

Robert Sanders

Robert Sanders

Director, Head of Growth Companies Research

Robert.Sanders@stockdalesecurities.com

Rob has 31 years’ experience in the City. Since 2003 he has been responsible for researching smaller/growth companies heading up the team from 2012. As well as building comprehensive financial models and writing notes, this has involved assisting in the selling of a number of IPOs as well as secondary fundraisings. Prior to 2003, Rob spent 16 years as a fund manager, the last eight of which were at Smith & Williamson.
Richard Slape

Richard Slape

Oil & Gas Analyst

Richard.slape@stockdalesecurities.com

Richard Slape

Richard Slape

Oil & Gas Analyst

Richard.slape@stockdalesecurities.com

Richard has over 30 years’ experience in Oil and Gas. Richard was previously Co-Head of Oil and Gas Research at Canaccord Genuity. His awards include Starmine’s “No.1 Earnings Estimator-Energy” & “No.1 Overall Stock Picker”
Alastair Stewart

Alastair Stewart

Property, Construction & Support Services Analyst

Alastair.Stewart@stockdalesecurities.com

Alastair Stewart

Alastair Stewart

Property, Construction & Support Services Analyst

Alastair.Stewart@stockdalesecurities.com

Alastair has 34 years’ experience of covering the industry, including 22 years as an equity analyst. Prior to joining Stockdale in 2014, he worked at Robert Fleming Securities, Dresdner Kleinwort and Investec. He also sits on the Experian Housing Forecasting Panel and writes a monthly column for Property Week.

Finance & Operations

Andrew Proctor

Andrew Proctor

Chief Operating and Financial Officer (COFO)

Andrew.Proctor@stockdalesecurities.com

Andrew Proctor

Andrew Proctor

Chief Operating and Financial Officer (COFO)

Andrew.Proctor@stockdalesecurities.com

Prior to joining the firm, Andrew was CFO at N+1 Singer and has served as Group CFO of an international CFD house and banking and capital markets businesses in Singapore and South Africa. Andrew qualified as a chartered accountant at PricewaterhouseCoopers, holds a CFA and a MBA from INSEAD.
Sherri Bennett

Sherri Bennett

Office & HR Manager & EA to Chairman & COFO

Sherri.Bennett@stockdalesecurities.com

Sherri Bennett

Sherri Bennett

Office & HR Manager & EA to Chairman & COFO

Sherri.Bennett@stockdalesecurities.com

Sherri joined Stockdale in August 2011 and is responsible for the efficient running of the office and HR function. Sherri is also the Executive Assistant to the Chairman and COFO. She has 12 years’ experience within the investment banking industry having previously worked at Peel Hunt as a Corporate Finance Executive Assistant.
Nicola Butler

Nicola Butler

Head of Operations

Nicola.Butler@stockdalesecurities.com

Nicola Butler

Nicola Butler

Head of Operations

Nicola.Butler@stockdalesecurities.com

Nicola has over 15 years’ experience in the Middle Office of Stockdale Securities and its predecessor companies. She previously worked at Altium Capital and Lloyds TSB Stockbrokers for 10 years. Nicola manages all post-trade operations and systems.
Lily Crossley

Lily Crossley

Operations Associate

Lily.Crossley@stockdalesecurities.com

Lily Crossley

Lily Crossley

Operations Associate

Lily.Crossley@stockdalesecurities.com

Lily joined Stockdale in February 2017 following graduation from Leeds University where she studied Politics. She works within Operations, assisting the Finance and Middle Office teams.
Rishi Lad

Rishi Lad

Financial Controller

Rishi.Lad@stockdalesecurities.com

Rishi Lad

Rishi Lad

Financial Controller

Rishi.Lad@stockdalesecurities.com

Rishi joined Stockdale in November 2010 as an Assistant Accountant and has progressed into the role as a Financial Controller. Rishi has over 9 years’ experience within the financial sector after graduating from University of Surrey with a bachelor’s degree in Mathematics and Computer Science and from University of Southampton with a master’s degree in Accounting and Management.
Theo Mefsut

Theo Mefsut

Compliance Manager

Theo.Mefsut@stockdalesecurities.com

Theo Mefsut

Theo Mefsut

Compliance Manager

Theo.Mefsut@stockdalesecurities.com

Theo is the Compliance Manager and Data Protection Officer for Stockdale Securities. Theo holds a Bachelor of Law degree from the University of Birmingham and has four years’ experience in Financial Services. Theo has previously held Compliance roles at River and Mercantile and Blackrock.