- Trustees
Meet the Trustees
Trustees
Phil has worked in the Securities Industry for 49 years to Director level. He has over 20 years involvement with Stock Exchange Veterans Charity most of them as a Charity Steward. He has been proud to make a difference to 100’s of small to large charities supporting many humanitarian endeavours. He has held numerous not for profit board positions.
Lorne has worked on the London Stock Exchange for over 25 years, initially as a stockbroker and private client fund manager then for the last two decades as an equities research analyst in the technology sector. A Freeman of the City and a passionate supporter of charitable work and active in politics as a former local councillor and school governor, Lorne joined the Stock Exchange Veterans Committee in 2015, taking on the role of Secretary in 2016 and Communications Officer in 2018.
Kerrie will be familiar to many people in the City. She has worked in the London investment industry for over a decade, starting at Charles Stanley, moving to Evelyn Partners and now with Schroders for the last few years. She is highly organised and skilled in building and maintaining relationships, so will be a huge asset to the Board of Trustees.
One of the First Women on the London Stock Exchange Market Floor in 1979| Pioneer Female Eurobond Trader | Featured in the FT | Freedom of the City of London Recipient | IoW College Business Dev Leader
Senior Adviser to Regulated Investment Companies and service/system providers. Operations, FinTech Specialist and Industry Commentator.
PG Wealth Ltd is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.
