Jules Peck - Founding Director - is a social entrepreneur, Founder of the Real Economy Lab, a Board member of the New Economics Foundation, a Research Fellow on the future of the economy at the Democracy Collaborative's Next System Project, an Advisor to The B Team, a Fellow of the RSA and was previously on the board of Banktrack and a founder board member of Share Action.
Dena Brumpton - Trustee Director - recently retired after a career at Citigroup and Barclays where she was most recently CEO of Barclays Savings, Investment and Wealth management. She has been recognised in Top 25 ‘Women of Inspiration and Enterprise’ and City Power Woman. Dena is was previously a member of Cancer Research UK Women of Influence Board.
Tracy Morshead - Chair and Trustee Director - is also chair of Mortgage Brain and of the
National Friendly Society and a NED with the Newbury Building Society. Tracy's career has included roles as MD of Principality Building Society and at Nationwide Building Society.
John Schofield - Trustee Director - a NED and Audit Committee member at TPT Retirement solutions. With over 35 years experience in Financial Services both in the U.K. and overseas, he has held a number of senior, regulated, governance positions including Chief Risk Officer, Group Compliance Director and Chief Internal Auditor at organisations including Ecclesiastical Insurance Group, Old Mutual/Skandia, St James Place Wealth Management, NatWest Bank and the London Stock Exchange.
Graham Hughes - Trustee Director - is a qualified (non-practicing) Solicitor and one of the founding directors of Church House Trust plc, a bank which was subsequently sold to Virgin Money plc. He also chairs the Remuneration Committee for a local Hospital Trust.
Fionn Travers-Smith – Project Officer - also leads the Positive Money 2º Lending Network City Finance Labs initiative, is Social Impact Officer and a Founding Member of Avon Mutual’s sister bank Greater London Mutual. Previously, Fionn managed the Move Your Money campaign, and has published work on the future of finance with the RSA, New Economics Foundation, and others.
Paul Hornsey – Operations Director – has 20 years of experience in operations and regulatory compliance in Financial Services in the U.K. & Abroad for companies including Nationwide, Morgan Stanley, UBS, Credit Suisse, JP Morgan and started his career with Andersen Consulting.
We are very lucky to be supported by a growing group of local advisors including:
Marcelle Speller OBE is the founder of both Localgiving and the Localgiving Foundation. She graduated with a BSc in Environmental Sciences from the University of East Anglia, before going on to gain more than ten years’ experience at leading advertising agencies in London and Amsterdam. Marcelle has an MBA from INSEAD and has held various director and board-level marketing positions with several multinational companies, including American Express and Avis.
In 1996, Marcelle co-founded Holiday-Rentals.com, Europe’s leading website for advertising private holiday homes.
In 2011, Marcelle was awarded an OBE for her services to the voluntary sector. In 2013, she was awarded a Beacon Fellowship for Pioneering Philanthropy and was named Philanthropist of the Year at Spear’s Wealth Management Awards. In 2014, she received an honorary DCL (Hons) from the University of East Anglia.
Marcelle is a recognised spokesperson for TV, radio and print media, commenting on philanthropy issues and how they affect small, local charities and community groups. She has contributed numerous essays and opinion pieces to major publications, including the Cabinet Office’s Giving Green Paper, The Times, The Guardian, The Independent, Spear’s Magazine and The Economist.
Jaya Chakrabarti MBE is CEO at Semantrica/TISCreport.org and CEO Founder at Nameless Media Group. She is a passionate advocate for engaging business with community through technology to improve peoples lives. Jaya is also a Board member of SWIG Finance.
Outside work Jaya has engaged with projects aimed at increasing democratic engagement, net neutrality, education, privacy, protecting children, women’s’ rights, human rights. In addition to sitting on the Communications Consumer Panel and being a member of Ofcoms advisory committee on Older and Disabled People Jaya has been active and enthusiastic in projects to help the wider community.
An active advisory board member and Vice President of the West of England Initiative and a Non-Executive Director of the Bristol Chamber of Commerce and Initiative, Jaya has been involved in many citywide cross-sector initiatives with education and technology such as Connecting Bristol/ The Digital Challenge and DC10Plus which aimed to increase social inclusion through the use of technology.
She also served on the Board of Bristol’s Watershed Media Centre and on Board of the Learning and Skills Council for the West of England as a non-executive director for the West of England until it was replaced by the Skills Funding Agency.
Jaya chaired the “Mayor for Bristol” campaign that achieved the only Yes vote in the country in May 2012. She also chairs a local democracy organization, Bristol Manifesto, aimed at ensuring that the disengaged are re-engaged and empowered.
Jaya is also a UWE Bristol Business Fellow, a University of Bristol Business Advisory Board member and a Research Fellow with the University of Northampton Business School looking at corporate democracy and the gamification of social investments.
Karen Morgan OBE has extensive experience at executive and board level with a number of building societies, companies, charities and the arts and is a Fellow of the RSA.
Amongst numerous other roles Karen has been a Director at Sussex Building Society, Director and Vice Chair of Southdown Building Society, Member of the Southern Regional Board of the Leeds Permanent Building Society, member of the Board of the National Rivers Authority, Trustee and Vice Chair of Wateraid, Chair of Converging World.
Tony Greenham leads the RSA's Economy, Enterprise and Manufacturing programme. He is a chartered accountant and former investment banker with experience both in business and with social and environmental NGOs.
Tony’s career has ranged from blue-chip professional services and banking experience with PwC, Barclays Bank and Credit Suisse, through small business start-ups and social and environmental NGOs to economic policy research. He is author and co-author of many books and reports on economic reform including People Powered Prosperity: Ultra-local approaches to making poorer places wealthier, the Reality of Now: how social processes drive organisational behaviour, Stakeholder Banks: the benefits of banking diversity and the best-selling economic textbook, Where Does Money Come From? A guide to the UK monetary and banking system.
Tony holds a number of positions in addition to his role at the RSA including:
Tony is an alumni of Oxford University and the London School of Economics.
Sado Jirde is the Director of Black SW Network. She was born to parents of Somali origin and moved to the UK in 1999. After obtaining a BA in financial management and business information technology at Gloucestershire University, Sado started working at BSWN in 2007. She was awarded The African Achievers Award in 2015. Sado sits on a number of Boards of local and national charitable organisations; Ashley Community Housing, Voice4Change England, Babbasa and Somali Resource Centre. She is also a member of a number of partnerships/networks; member of Coalition of Race Equality Organisations (CORE).
Katie Gordon has spent most of her career in Socially Responsible Investment (SRI) and corporate marketing.
She was Head of SRI at Cazenove Capital Management for 12 years, where she initiated, led and developed the SRI offering. This was followed by 5 years as Director of Responsible Investment and Stewardship at CCLA. Prior to working in SRI, Katie spent 5 years in strategic brand management, and was founding director of Swordfish Integrated Marketing.
Previous board positions include 7 years as a trustee of Durrell Wildlife Conservation Trust and board director of UK Sustainable Investment Forum (UKSIF).
Katie is currently non-executive director of Thrive Renewables; an independent member of the Access Endowment Investment Committee; trustee of Durrell Wildlife Conservation Trust UK; on the Advisory Board of Livestock, Environment and People (LEAP) at Oxford University; and co-chair of the Access to Nutrition Index (ATNI) Investor Group.
Charlie Thomas is Fund Manager of the Jupiter Ecology Fund and the Jupiter Responsible Income Fund (Unit Trusts), as well as institutional assets, the Jupiter Green Investment Trust PLC and the Jupiter Global Ecology Growth fund (SICAV). He is also co-manager of the Jupiter Global Ecology Diversified fund (SICAV).
Before joining Jupiter, Charlie spent three years working for BP, first as an environmental policy adviser where he helped develop climate change strategies and sustainable energy policies for the group, and later as a commercial analyst working on new business development. He has also worked for the United Nations Environment Programme as well as other financial institutions.
Fran Boait is Executive Director of Positive Money and has led the UK and international expansion of Positive Money, a non-profit think tank, which campaigns for systemic change of the money and banking system to support a fair, sustainable, and democratic economy. Positive Money Europe launched in 2018, and Positive Money US will launch in early 2019.
Committed to wider financial reform, she is also a Director of Finance Watch, and a Senior Fellow at the Finance Innovation Lab. Fran was also recognised as one of the most 'Inspirational Women in the City' 2017 by Brummell Magazine. Fran has been selected as the Parliamentary candidate for the Labour party in Gloucester.
Nick Houghton-Brown trained as an accountant, with an MBA from London Business School and Wharton School, University of Pennsylvania. Nick is a specialist advisor to retail banks and a Member of the Management Board and Head of the Projects Committee of Bristol & Bath Regional Capital (BBRC) which he helped found.
His career includes nine years with Coopers & Lybrand where he set up the South West and Midlands regional FS practice and worked with Banks like Lloyds Bank and Nat West Life and held interim roles at Bristol & West BS (FD) and Prudential PS.
He also worked for Ernst & Young for four years as Partner (North East Region), and Partner (Financial Services – UK regions) and Partner (Banking - UK) working with banks like Barclays, AIB Offshore, Leeds BS.
With his own consulting firm he has worked with Barclays, Britannia BS/CFS, Infosys, Leeds BS, Newbury BS, Nottingham BS, Standard Life, Unisys, Yorkshire BS.
Evan Rudowski is founder and partner at Atlantic Leap, a strategic consultancy that accelerates international growth for fast-growing digital companies.
A dual US / UK citizen, Evan is also founder at Outer Edge Media, a new publishing company focusing on content that helps build better communities.
From 1998 to 2001, Evan was managing director of Excite Europe, overseeing more than 200 staff in multiple European markets, and revenues in excess of $30 million annually. Evan was one of the first 50 employees of the pioneering Silicon Valley search engine, Excite.
Evan was co-founder of SubHub, one of the earliest platforms enabling subscription and membership website publishing for specialist media. He also worked on early digital projects for the daily newspaper, Newsday, and for News Corporation in New York in the 1980s and 1990s.
Evan is a long-time member of the Entrepreneurs’ Organization and served for three years working with entrepreneurs around the world as part of its Global Communications Committee. He is a graduate of the Interactive Telecommunications Program at New York University's Tisch School of the Arts, which has been described as the "Center for the Recently Possible.”
He has served on the digital advisory board of the Media Development Investment Fund and as a mentor for startups individually and through organisations such as the London Business School Entrepreneurship Summer School; MassChallenge; and the Mayor of London’s International Business Programme. He is also treasurer at the Bristol & West Progressive Jewish Congregation.
Tom Rivett-Carnac is an experienced professional in the fields of international diplomacy, energy policy and climate change. Currently he serves as Senior Advisor to the Board of the Global Covenant of Mayors for Climate and Energy, a network of more than 7,500 cities, and to the Climate Leaders of the President of the World Bank Group. He is also a Founder and Chief Strategist of Mission 2020.
Prior to these positions, Tom was Senior Advisor to the Executive Secretary of the UN Climate Convention, Christiana Figueres. From this position he was responsible for political strategy and for the integration of non state actors into the international negotiation process. Leading an independent strategy team inside the Office of the Executive Secretary, he held this position up to and during the successful negotiations in Lima (COP 20) and Paris (COP 21), which resulted in the historic Paris Accords.
Prior to this role Tom was President and CEO of CDP North America, and entity that utilizes the financial markets to drive greater disclosure of climate change related risks and opportunities in the operations of listed companies.
Earlier in his career Tom held roles at Dyson and also spent two years as a Buddhist monk. Tom has held or continues to hold Advisory positions at the Clinton Global Initiative, NY Stock Exchange, Leaders’ Quest and the Global Impact Investment Network.
Tom holds a BSc (Hons) in Environmental Economics from the University of Bath and an MSc in Systems Science from Plymouth University.
Molly Scott Cato is MEP for the South West of England and was previously a Professor of Economics at Roehampton University. She speaks for the Green Party of England and Wales on finance issues. Molly also has expertise in the issues of renewable energy; trade; food and farming; and co-operatives and mutuals.
Molly grew up in Bath, which she left to study Politics, Philosophy and Economics at Oxford University. Following a career in publishing she took a PhD in Economics from the University of Wales, Aberystwyth focusing on employment in the South Wales Valleys. She has written several books including Green Economics (2009), Environment and Economy (2011) and The Bioregional Economy (2012) as well as numerous academic papers.
Molly has three children and lives in Stroud. She has spent a lifetime involved with social movements and community activity including the Transition Towns and Stroud Community Agriculture in her home town.
William Azaroff is Executive Leader at Vancity, a values-based financial co-operative serving the needs of its half-million member-owners and their communities.
Having served the organization in a number of different leadership and executive roles over the last dozen years, he is currently the Vice President of Community Business & Investment, leading the area that supports Vancity’s business members via daily banking, lending facilities, cash management services, and innovative community investment vehicles to support local businesses, organizations and co-operatives that are seeking to grow sustainably.
William is also the board chair of Modo, a car-sharing co-operative offering 600 vehicles to a growing membership of 19,000 across Metro Vancouver and Vancouver Island.
He is a recovering filmmaker, longtime blogger, seasoned speaker and dialogue facilitator. Most recently, he’s become an amateur music producer, proudly producing his son’s eight albums (and counting).
Andrew Abercrombie is the Financial Services lead at Lomond Consulting, an entrepreneurial search firm focused on Executive and Non-Executive board appointments in the financial services, banking, consumer and business services sectors.
Nick Hemley is Head of Development for Scott Logic’s Bristol office & Board Member, Bristol Pound and has 13 years’ experience in software and consultancy including the development of financial services for a major global IT consultancy firm. He was worked extensively within the financial markets sector, in particular Liquidity Modelling and Client Intelligence.
Nic is heavily invested in the local tech-for-good scene, both through his founding of Bristech meetup and Bristech conference, He also has experience of building business in a start-up company operating in the telecoms sector, where he delivered a low-latency, massively scalable network diagnosis product. The business was ultimately bought by a large US telecoms company.
Nicholas also has familiarity with managing and developing within the public sector, having worked on providing solutions for the NHS. He holds an MSc in Human Ecology.
Tony Hodgins ACA FRSA is one of the founders of Wheale Thomas Hodgins plc, a well-established executive recruitment business with a broad client base ranging from niche mutuals to multi nationals. Tony also became the director of Skills for Logistics (2015) Ltd in 2016. Skills for logistics is a not-for-profit research and assessing organisation, specialising in the logistics sector. They are also involved in the creation of standards, development of apprenticeship assessment technology, and are an industry leading assessor.
Our founding members are:
We have had support and encouragement for our plans from many people living in our region including the following: Steve West, Vice Chancellor of the University of West of England and Chair of regional LEP; Canon Dr John Savage CBE, Chair West of England Initiative and Bristol Royal Infirmary; Darren Jones MP; Alex Chalk MP; Wera Hobhouse MP; Hugh Brady, Vice Chancellor of Bristol University; James Durie, CEO of Business West, The Initiative and Chambers of Commerce; David Owen, CEO of Gloucestershire LEP; Ken Loach, social campaigner and film director; Alan Bailey, Chairman Low Carbon SW and serial entrepreneur; Marcelle Spellor OBE, Founder Localgiving and trustee of New Philanthropy Capital; Jaya Chakrabarti, Board member of SWIG Finance; Jeremy Sell, Bath based growth, institutional investor and IPO expert; Alastair Sawday, publisher and environmentalist; James Moore, Founder, CSBA; Peter Capener, Founder Bristol and Bath Community Energy and Trustee at Power To Change; Alan Bec RSA SW Fellowship Councillor; John Pontin OBE; Dave White Founder and CEO White Bruce; Ian Townsend, CEO of Bristol Green Capital Partnership; Mohammed Sadiq, Chair Bristol Green Capital Partnership; Tony Greenham, Director of Economy, Enterprise and Manufacturing, RSA; Peter Lipman, Chair Transition Network; Rob Hopkins, Founder of the Transition Towns movement; Sir Jonathan Porritt, past Chair of SW RDA; Dave Hunter, Trustee Bristol Pound; Simon Cooper, Society of Merchant Venturers, chair of the Schumacher Society, director of Bristol Chamber of Commerce & Initiative; Peter Holbrook, CEO Social; Enterprise UK; Andrew Garrad, Society of Merchant Venturers and Cabot Institute; Ken Simpson, Regional Chair of the Federation of Small Businesses; Seth Tabatznik, Founder of Berti Investments; Edward Hoare, banker and philanthropist; Colin Skellett, CEO Wessex Water; Professor Olinga Taeed, Founder Blockchain Alliance for Good; Barbara Mellish, President Blockchain Alliance for Good; Charlie Thomas, Fund Manager of Jupiter Ecology Fund and Jupiter Responsible Income Fund; Chris Coles, Bath social entrepreneur and finance sector specialist; Alastair Singleton, Founder Hanover Fox headhunters; Peter Macfadeyn, ex-Mayor of Frome; Molly Scott-Cato MEP; Merlin Hyman, CEO Regen SW; Peter Madden OBE; Jamie Pike, Founder of Bristol Coexist and Canteen; Oliver Mochizuki, Founder and CEO of Fundsurfer; Ed Mayo, Secretary General of Cooperatives UK; Gavin Eddy, Social/Angel Investor; Tom Sain, Investment Manager; Tom Carnac, Mission 2020; James Perry and Charmian Love, Co-Chairs of B Corps UK; Paul Cobham, Social/Angel Investor; Stephen Dawson, Venture Capital pioneer and Angel Investor; Luke Lang, Co-Founder Crowdcube; Chris Shaw, Chairman of Savings Champion; Harry Partington, Chair Bristol Credit Union; David Freed, Founder Deeley Freed Estates and The Park Community Centre; Trevor Osbourne, Chair The Osbourne Group, Governor and Trustee of Bath Spa University, member of the Bath Initiative and Greater Bath Ltd; Henry Meakin, Founder, GWR.
As a member of the Community Savings Bank Association we work closely with the CSBA Board:
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