Meet the Private Client Team

Adriana joined CAF in 2021 from Founders Pledge where she led their philanthropic advisory team, working with major philanthropists to help them take an evidence-based, strategic approach to their giving. She has degrees from Durham and UCL as well as the University of Kent, where she taught undergraduate and masters level anthropology and gained her PhD in behavioural ecology. She has lived and worked in Nigeria and Uganda at wildlife conservation sites and is passionate about conservation and education. 

With over 12 years experience in the sector, Anna has built relationships with many individuals and families supporting them to give effectively to their chosen causes. She works with a range of clients who are all at different stages of their Philanthropic journey. Anna enjoys helping her clients to understand what they are passionate about and how they can best support the causes close to their hearts.

With 11 years experience working in the sector Sophie has built relationships with many companies and individuals. Starting her CAF career as a Customer Service Representative she has progressed into the Private Client Team where she now helps individuals with their philanthropic aims. Sophie is passionate about building relationships with her clients and hearing about the charities they care deeply about. Sophie has a particular love of animal charities.

Mark began his career at CAF in 2011 as part of the Charities Team and was responsible for delivering investment solutions to charities, before moving to the Private Clients Team as a Private Client Executive in September 2020.

Prior to joining CAF he has worked in the finance sector for over 25 years, having various roles but concentrating on building relationships with both individuals and firms within that sector. Mark is keen to deliver excellent client service and to ensure that Private Clients attain their philanthropic goals. He enjoys playing social golf with friends.

Elly is one of our Private Clients Executives, delivering outstanding client service and experience. Responsible for managing Charitable Trusts, she provides tailored philanthropic services to Private Clients, HNW individuals, Family Foundations and Corporate donors. Passionate about enabling our Private Clients to reach their philanthropic goals, she enjoys the opportunity to work alongside both charities and philanthropists.

Katie began career at CAF as part of the Validation team before becoming a Private Client Executive in September 2018.

Prior to this, Katie worked within the financial sector where she gained experience of building relationships with individuals and became passionate about helping people achieve their goals. Katie’s previous role saw her working with charities and it was from this that she decided to move to the Private Client Team to help individuals fulfil their philanthropic goals. Katie has taken part in several runs for charity and will be volunteering at the Friend Animal Sanctuary this Giving Tuesday.

Ellen joined CAF in November 2014 as part of the Customer Contact Team, acting as the initial point of contact for both client and charity queries. In September 2018 Ellen progressed into the Private Client Team under the role of ‘Private Client Service Support’, where she supported the team to ensure that clients received an exceptional level of service. Ellen is now a ‘Private Client Executive’ and is passionate about creating long-lasting relationships with clients, guiding them through their CAF journey to help reach their philanthropic goals.