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Meet the team
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Partners
Senior Management
Wealth Managers
Josh Matthews, HBA
Co-Founder
Managing Partner
Senior Wealth Manager
James Sellon, CFA, CFP™
Co-Founder
Managing Partner
Senior Wealth Manager
Andrew Benson
Partner
Chief Technology Officer
Damian Barry, CFA
Chief Investment Officer
Rebecca Patterson
Head of HR
James Smart
Head of Finance
Fiona Stockwell
Head of Legal and Compliance
