Leadership Team

The Leadership Team at JM Finn is responsible for setting the strategic direction, ensuring operational excellence, and maintaining financial stability. Comprising the Chief Executive Officer, COO of Investment Management, Chief Financial Officer, and Head of IT & CISO, this team collaborates to guide the company in achieving its mission to simplify financial challenges and protect client wealth across generations. They drive company growth, oversee key functions, and foster long-term client relationships, contributing to the firm's success in managing over £10 billion of assets.