Our management team
Graham Coxell
Chairman and Chief Executive Officer
Graham Coxell has spent the last 17 years operating within the financial services sector, of which 13 years has been in the financial services outsourcing and technology sectors. As Chief Executive of Marlborough Stirling he oversaw turnover growth of £17m to £120m and a successful £250m stockmarket flotation in 2001. Graham subsequently became MD of Capita's Wealth & Distribution Outsourcing Division, making a number of acquisitions within the financial services software sectors. Graham is currently Chairman of JCA and advises on the board of various financial services and technology companies.
Graham is also on our board.
David Burrows
Chief Operating Officer
David joined Rowan Dartington in 2009. David is a Chartered Accountant with over 20 years post qualification experience, 9 years of which have been spent in Financial Services. Having previously worked for KPMG, Price Waterhouse and PwC, he joined Legal & General (Unit Trust Managers) Ltd in 2001 as Head of Finance. After 6 years in the role he joined Morse Group plc in 2007 as a Senior Consultant specialising in providing advice to Investment Managers and Retail Distributors of Investment Products. He is a Fellow of the Institute of Chartered Accountants and a Member of the Securities and Investment Institute. David is also Rowan Dartington Company Secretary.
David is also on our board.
Guy Stephens
Chief Investment Officer
Guy joined Rowan Dartington in September 2011. He is an associate member of the UK CFA Society and the Chartered Securities Institute. He joined the City of London in 1990 as an Investment Analyst, following a Mathematics Degree, becoming a UK Equity Fund Manager for Refuge Assurance, now part of Royal London Asset Management.
He joined Clarke Willmott Solicitors as Investment Manager in Taunton in 1998 and has provided investment and portfolio management advice to Private Clients and Intermediaries ever since. In 2001, he joined Rowan & Co. Capital Management in Bath as Investment Director becoming the Group Investment Director of Ashcourt Rowan, following a merger. He was responsible for the design and implementation of the Investment Process, Strategic Asset Allocation policy and the performance and management of £1.2bn of funds under management.
Guy is also on our board.
Sue Evans
Director
Sue joined Rowan Dartington in 1998 as an Associate Director, to establish and run the Hereford office. She is a Chartered Fellow of the Chartered Institute for Securities and Investment and has a keen interest in personal and trust taxation. She regularly works with clients’ accountants and solicitors in these areas.
Before joining Rowan Dartington, Sue gained 20 years’ experience in investment management, including 12 years as a Fund Manager on a range of private client funds, pension funds and charities, with a particular emphasis on investing in closed-end funds.
Sue is also on our board.
Andrew Morris
Managing Director of Signature
Andrew has over 25 years experience in stockbroking and fund management and has been with Rowan Dartington since its inception in 1990. For the past 15 years he has been the Senior Fund Manager within Portfolio Management, now trading as Signature. As Managing Director of Signature, Andrew heads up a team which works closely with IFA's and investment professionals. Based in Bristol, Signature has over £200m under discretionary management from a nationwide client base. He is a Fellow of the Chartered Institute for Securities and Investment.
Tim Cockerill
Head of Collectives Research
Tim joined Rowan Dartington in September 2011 as Head of Collectives Research. He has over 20 years’ experience in the financial services industry and has worked with a number of leading companies.
He initially joined Hargreaves Lansdown in 1987 where he provided investment and portfolio management advice. In 2004, he joined Rowan & Co. Capital Management in Bath as Head of Collectives Research and, on merging with Ashcourt, became Head of Collectives Research for the whole group. He was heavily involved in the design and implementation of the investment and research processes and a member of the Strategic Asset Allocation Committee.
Ben Cooper
Head of Compliance & Risk
Ben joined Rowan Dartington in February 2011. He has spent the past 16 years in the Financial Services industry, the majority of which has been spent in Compliance and Risk roles. Ben has built a wealth of knowledge and experience across various sectors of the Financial Services industry, including Investment Management, distribution and Life & Pensions during appointments at McHattie Investment Management, AXA Sun Life and most recently at Friends Provident. Ben is Rowan Dartington's Money Laundering Reporting Officer.
Ben is also on our board.
David Money
Head of HR & Training
David joined Rowan Dartington in August 2007 as Operations Manager with responsibility for the on-going development of Altimis with Rhyme systems as well as developing the back office functions. He has over 25 years Financial Services experience having previously worked for NatWest and Royal Bank of Scotland Registrars and subsequently Computershare Investor Services. He played a key role in implementing CREST functionality into Registrars and the timely transition of securities from paper to CREST. David has spent the past 12 years prior to Rowan Dartington in Management roles culminating in the position of Manager for Computershare's Transaction Processing Unit.
