PEOPLE
The key to our success lies in the skill and experience of our people.
Our team has creativity, personality and a deep and broad financial knowledge.
We value transparency above all else.
THE PARTNERS
Max Thowless-Reeves FOUNDING PARTNER
Tom Hall PARTNER
Max Thowless-Reeves FOUNDING PARTNER
Tom Hall PARTNER
Max Thowless-Reeves FOUNDING PARTNER
Tom Hall PARTNER
THE TEAM
Mark Trafeli LEGAL COUNSEL
Ashni Desai CLIENT EXPERIENCE MANAGER
Shaun Dixon OPERATIONS MANAGER - SORBUS.ORG
Andrew Proctor CHIEF FINANCIAL OFFICER
Scott Garratley SENIOR INVESTMENT MANAGER
Lucy Sefton ADMINISTRATOR
Nathan Pitt WEALTH PLANNER
William Thowless-Reeves TRAINEE INVESTMENT MANAGER
Kathryn Fox CHIEF OPERATING OFFICER - SORBUS.ORG
Chris Buckler OPERATIONS MANAGER
Mark Trafeli LEGAL COUNSEL
Shaun Dixon OPERATIONS MANAGER - SORBUS.ORG
Chris Buckler OPERATIONS MANAGER
William Thowless-Reeves TRAINEE INVESTMENT MANAGER
Nathan Pitt WEALTH PLANNER
Andrew Proctor CHIEF FINANCIAL OFFICER
Scott Garratley SENIOR INVESTMENT MANAGER
Ashni Desai CLIENT EXPERIENCE MANAGER
Kathryn Fox CHIEF OPERATING OFFICER - SORBUS.ORG
Lucy Sefton ADMINISTRATOR
Andrew Proctor CHIEF FINANCIAL OFFICER
Mark Trafeli LEGAL COUNSEL
Scott Garratley SENIOR INVESTMENT MANAGER
Ashni Desai CLIENT EXPERIENCE MANAGER
Kathryn Fox CHIEF OPERATING OFFICER - SORBUS.ORG
Shaun Dixon OPERATIONS MANAGER - SORBUS.ORG
William Thowless-Reeves Trainee Investment Manager
Lucy Sefton ADMINISTRATOR
Chris Buckler OPERATIONS MANAGER
Nathan Pitt WEALTH PLANNER
