Meet the CAF Private Client Team

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MEET THE PRIVATE CLIENT TEAM

Our expert team is on hand to help with any questions you have about your philanthropy.

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HEAD OF PRIVATE CLIENTS

Joanna Walker

Joanna Walker

Head of Private Clients

Joanna has spent the last twenty years building a career in finance and philanthropy. Her passion is working with clients to help them realise their philanthropic goals; giving as much as they can, whilst having the greatest impact on social good. Joanna's experience embraces international banking with UBS Wealth Management in London and Dubai, and fundraising for some of the UK's most exciting charities: Impetus-the Private Equity Foundation, The Brooke and Forum for the Future. She holds a degree in Geography from the University of Manchester and qualifications in both finance and fundraising.


SENIOR PRIVATE CLIENT MANAGERS

  • Aurelia Kassatly

    Aurelia Kassatly

    Senior Private Client Manager

    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.

  • Miranda Seymour

    Miranda Seymour

    Senior Private Client Manager

    Miranda joined the private client team in April 2019, and has over ten years experience working with major donors. She has worked for McMaster University in Canada; University of Cambridge; Imperial College, London; Breakthrough Breast Cancer; Alzheimer’s Society; and Breast Cancer Care, and was also a Trustee of the Blue Elephant Theatre. She has experience of development boards, Trusts & Foundations, Individuals, and Families, and has worked with some of the biggest donors in the UK and internationally. She is passionate about all aspects of philanthropy, and loves working with donors to understand their motivations and help connect them with their perfect charitable projects.

  • Dan Noakes

    Dan Noakes

    Senior Private Client Manager

    Dan has over 14 years experience in the finance and charitable sectors starting with leading insurance companies such as Zurich, Axa and Aviva before deciding to focus on linking his financial skills in the social sector. He was at Medecins Sans Frontiers for 12 months prior to joining CAF. He now manages a wide portfolio of clients with philanthropic funds from £100,000 to £70m+. Dan oversees our Business Development strategy liaising with leading professional services in Wealth Management, Law and Accountancy. He has a diploma in Journalism & Newswriting from the London School of Journalism.


PRIVATE CLIENT MANAGERS

  • Amy Cunningham

    Amy Cunningham

    Private Client Excellence 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.


  • Ludmila Lekes

    Ludmila Lekes

    Private Client Manager

    Ludmila has over five years of global experience in the art market, with a special focus on artist management, strategic delivery of cultural projects and exhibitions, and building relationships with private clients and institutions worldwide. She started her career at Sotheby’s auction house, and subsequently held positions at Gagosian and David Zwirner in London. In parallel, she continued to build on her academic research and her work appeared in several publications in the recent years. Ludmila has a wealth of expertise in looking after the needs of many private clients and families in the art sector and passion for a number of causes, in particular child welfare, dignified ageing and climate change.

  • 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 123 490

  • 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.


  • Sarah Pook

    Sarah Pook

    Private Client Manager

    Sarah has over six years of global experience within both the financial services and public sector, located in Europe and the Middle East. She has previously worked as a wealth manager and also for a credit ratings firm. She has a proven ability to discuss sensitive financial matters, uphold relationships and develop trust with clients from diverse cultures and professions. She has attained an MBA in International Business from University of Birmingham. Additional experience includes providing consultancy to a UK national charity and SME. She has also been a trustee for an educational charity. 


  • Frank Page

    Frank Page

    Private Client Manager

    Frank joined the Private Client Team in December 2016, having gained two years experience working in the financial sector. With a degree in Economics and Politics, he spent two years working in personal banking at Santander. Having enjoyed the fast-paced nature of a front-office environment, Frank moved to CAF where he works with a diverse client-base made up of individuals and families.

PRIVATE CLIENT EXECUTIVES

  • Helena Neave

    Helena Neave

    Private Client Advisor

    Helena joined CAF in July 2019 within the private clients’ team as an advisor. Previously she worked for a boutique equity firm in a Trade Support role, and prior to that, completed an internship at Peace Corps’ Epidemiology and Surveillance Unit in Washington DC. She has an MSc at the Liverpool School of Tropical Medicine.  She enjoys projects that involve a level of research and investigation, and is passionate about sustainably helping individuals/communities from impoverished/underprivileged backgrounds.

    Helena will support the team’s advisory function, where her aim is to help clients achieve maximum impact from their donations.

  • 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.

  • Joanne Harvey

    Joanne Harvey

    Private Client Executive

    Jo joins the Private Client Team from the CAF Customer Service Team where she has worked since October 2017. She has 20 years customer services experience across a wide range of sectors including; travel, retail and finance. Jo is excited about having more 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.

  • 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.

  • Tracy Dyer

    Tracy Dyer

    Private Client Executive

    Tracy joined the Private Client Team in October 2018 after working in the finance sector for over 30 years. Her roles varied from supporting personal banking to corporate clients to building relationships with SME clients in the commercial sector. Tracy has a passion for providing excellent customer service and going above and beyond. Looking after private clients at CAF gives her the opportunity to establish new client relationships and help achieve their philanthropic goals. She currently volunteers at the Cats Protection and is a keen runner having completed her first half marathon in April 2018.

  • Elly Drake

    Elly Drake

    Private Client Executive Team Leader

    Elly is the team leader of the Private Clients Executive Team, 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.


Meet the team

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MEET THE TEAM

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