MIDDLETON FOUNDATION - Key Persons
Job Titles:
- Senior Equity Analyst
- Senior Investment Analyst
ArchieistheSeniorEquityAnalyst.Hehasovertenyears'experienceanalysingandinvestinginpublicandprivatecompaniesacrossglobalmarkets.
Brett Rogers - Chief Investment Officer
BrettmanagesourListedEquityStrategy.Heisresponsibleformanagingouranalysts,meetingwithmanagementteamsandrecommendingtradestotheinvestmentcommittee,havingworkedonthestrategysinceinception.
Job Titles:
- Non - Executive Director
- Trustee
- Board Member of Maggie's
- Trustee of the Middleton Foundation and a Non - Executive Director
AformermidwifeatRVIinNewcastle,CatherineisaboardmemberofMaggie's,a‘US'ActiveFundraisingCommitteeMemberandwaspreviouslyPressOfficerforVariety,thechildren'scharity.
Davidisresponsiblefortheassetallocationandleadsonventurecapitalinvestments.Davidhas12+yearsofinvestmentexperienceandhasworkedon50+venturecapitaltransactions.
Fergus Dunn - Chief Investment Officer
FergusisresponsibleforthedeploymentoftheGrowthCapitalstrategy,investinginprofitablebusinessesacrosstheUK.Fergus'investmentexperiencespansmultiplesectorsandstageswithbroadexperienceacrossearlystageallocation.
Heisresponsiblefordevelopingourgrowthcapitalportfoliobyidentifyingopportunities,conductingin-depthresearchandsupportingourinvesteecompanies.Jameshas4yearsofinvestmentexperience,overseeingmultipletransactionsendtoend,deploying>£4mofcapital.
Heisresponsiblefordevelopingourgrowthcapitalportfoliobyidentifyingopportunities,conductingin-depthresearchandsupportingourinvesteecompanies.JamesjoinedMELhavinggraduatedfromtheUniversityofSheffieldwherehestudiedbusiness.
Jeremyco-foundedHomeServeandhelpedtogrowthebusinesstoa£4bnexit.Withanentrepreneurialbackground,Jeremyprovidesstrategicadviceandfinancialsupporttoinvestees.
Job Titles:
- Trustee
- Marketing & Communications Associate
AftergraduatingfromNewcastleUniversitywithaMastersDegreeinInternationalMarketingMSc,Lucyhas6+years'experienceworkinginthemarketingdepartmentforavarietyofconsumercompanies,withaparticularfocusoncontent,emailandeventmarketing.
Moragmanagesthecompany'sfinancesonaday-to-daybasis,aswellaspreparingmanagementinfo',pluswhatyoualreadyhavethere.PreviouslyshehasheldfinancialpositionsatseveraltradingcompaniesintheNorthEast.
PaulheadedupPWCspracticeintheNorthEast.HewasalsothefirstChairmanoftheNortheastLocalEnterprisepartnershipandhasextensiveconnectionswithregionalbusinesses,andinthepublicandcharitablesectors.
RachelqualifiedasaCharteredAccountantin2011,aftergraduatingfromNewcastleUniversitywithaDegreeinAccountingandFinance.RacheljoinedMiddletonEnterprises,havingpreviouslyworkedinawiderangeofbusiness,includingmulti-nationals,PEbackedentrepreneurs,andCharities.