Sam Gervaise-Jones, CFA, Senior Director, Head of Client Consulting, UK & Ireland

Sam Gervaise-Jones is head of client consulting for the UK and Ireland. Sam has over 15 years of experience in financial markets. He joined bfinance in 2004. As a Senior Associate in the research team, Sam advised clients on manager selection in a wide range of asset classes. Since 2007 Sam has been responsible for relationships with many of bfinance’s largest Corporate and Local Authority Pension clients in the UK. Sam is also leading the expansion of bfinance in to the US. Prior to bfinance, Sam spent 4 years with Standard & Poor’s in their fund rating business. Sam holds the CFA charter, IMC and Series 7, 24, 62 and 79 designations in addition to an MA (Oxon) in Mathematics from the University of Oxford.

Chelsie Doyle – Senior Associate, Client Consulting - UK & Ireland

Chelsie joins the bfinance UK and Ireland client consulting team as Senior Associate. Prior to joining bfinance, Chelsie was Senior Institutional Relations Manager, UK & Ireland at Institutional Investor, where she was responsible for client relationships with institutional investors across Corporate and LGPS Pension Funds, Foundations, Endowments, and Insurance Firms. Chelsie holds a BA (Hons) degree from Durham University and is studying for the IMC qualification.

Paul Doyle – Director, Client Consulting - UK & Ireland

Paul is a director within the client consulting team responsible for relationships with clients in both the UK and Ireland. Prior to joining bfinance, Paul was a director with the fiduciary manager Kempen Capital Management, where he was responsible for the development of client relationships. Previous to this Paul worked within investment consulting at Buck Consultants (now Conduent) as an analyst, helping to advise pension schemes and he also worked as a fund researcher covering DGF’s, Corporate Bonds and Hedge Funds. Paul holds a MSc in Finance from University College Dublin and a BComm in Business from University College Cork.