Head of Private Clients

Edward Garrett

Edward Garrett

Head of Private Clients

Ed joined CAF in April 2020 bringing with him extensive experience of managing corporate and private clients in both commercial and third sectors as well as front-line experience of running a social enterprise. His role is to lead CAF’s entire Private Client proposition, including both the CAF Charitable Trust and CAF American Donor Fund teams.

Having started his career in legal practice Ed moved into the London Insurance market where he managed the client service division of a specialist professional risk brokerage, leading a team advising and supporting a portfolio of major national and international professional services firms. Pursuing his interest in delivering positive social impact Ed joined a start-up social enterprise where he oversaw the development of a national network of independent and state school partnerships providing opportunities and resources to the most deserving young people in the UK.

Ed is particularly passionate about improving social equality through access to quality education and the potential of blended finance and digital technologies to maximise the impact of capital deployment for social and environmental initiatives.

Senior Private Client Managers

  • Aurelia Kassatly

    Aurelia Kassatly

    Senior Private Client Manager - Impact and Legacies

    Aurelia joined CAF in November 2018, and leads on the impact and philanthropy advisory work for CAF’s private clients. She was previously at Founders Pledge, where she worked with technology entrepreneurs and investors, helping them to take an evidence-based approach to their philanthropy.  Aurelia loves working with clients to help them make a real difference in their giving, and fulfil their potential as philanthropists. She has an MBA from the University of Cambridge, where she specialized in finance and was a Boustany Foundation scholar.

    Visit our philanthropy insights page to read blogs and articles by Aurelia.

  • Amy Cunningham

    Amy Cunningham

    Senior Private Client Manager

    Amy has worked at CAF for over 11 years, originally on CAF’s Corporate Accounts, which provided her with great insight into the Corporate Social Responsibility sector. She then moved to the Private Client team in 2012 wanting to further her experience of individual giving and explore what personally motivates donors to give. She regularly engages with a broad range of Private Clients, supporting them throughout their giving journey. Amy manages a portfolio of clients, and also works with internal and external parties in order to deliver a high-quality service level across the team.


Private Client Business Development Manager

Ryan Abbotts

Ryan Abbotts

Philanthropy Business Development Manager
Ryan joined Charities Aid Foundation in May 2022 and leads on business development within the Private Client team. He brings with him over 16 years’ experience in private banking, advising high-net-worth individuals in generating and maintaining their wealth. Ryan has previously managed client portfolios and advised on complex lending requirements at Coutts & Co. and C. Hoare & Co.
He joined CAF to help clients with what he believes is one of the most important aspects of the wealth management lifecycle; using wealth to support vital causes around the world and have a greater impact on society.
 

Private Client Managers

  • Martin de Dios

    Martin de Dios

    Private Client Executive
    Martin de Dios has joined CAF as a Private Client Advisory Manager in October 2022. Martin is a social policy expert with experience driving evidence-based impact for non-profit, public sector and international organisations. With background as a lawyer he also hold a masters in applied economics (UTDT), and a Masters in Public Administration (LSE). Martin’s areas of interest is the technology enabled solutions for social problems and social innovation startups
  • Adriana Lowe

    Adriana Lowe

    Private Client Manager

    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. 

  • Anna Fraser

    Anna Fraser

    Private Client Manager

    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.

    Contact Anna via email or telephone on +44 (0)3000 123 013

  • Sophie Barnes

    Sophie Barnes

    Private Client Manager

    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.


Private Client Executives

Joanne Mason

Joanne Mason

Private Client Core Team Manager

Jo has 20 years customer services experience across a wide range of sectors including; travel, retail and finance. Jo enjoys having in depth conversations with clients and learning about philanthropy and the wider charitable sector. She has volunteered on various school and club committees and is a keen runner completing the London marathon in 2014.

  • Verne Ringshall

    Verne Ringshall

    Private Client Executive
    Verne has over 20 years’ experience in the business finance industry and has spent much of her career building client and banking relationships.  She has experience speaking with HNW individuals and also helping charities to make business purchases via asset finance and loans.

    Verne is very interested in helping client’s have a great experience and enjoys understanding their philanthropic goals.

    She is a keen dancer and takes weekly classes in ballet, tap and modern jazz as well as teaching ballet to the younger pupils.
     
  • Mark Hodkinson

    Mark Hodkinson

    Private Client Executive

    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 Drake

    Elly Drake

    Private Client Executive

    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 Cosgrove

    Katie Cosgrove

    Private Client Executive

    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 Kitney

    Ellen Kitney

    Private Client Executive

    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.

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