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

Mark Greer

Mark Greer

Head of Private Clients

Mark joined CAF in 2016 to lead the CAF American Donor Fund team, working with private clients and their families to help achieve their philanthropic goals around the world. Today his role encompasses leading CAF’s entire Private Client proposition, including both the CAF Charitable Trust and CAF American Donor Fund teams.

Mark has spent much of his professional life working with people to help them realise their philanthropic ambitions. Mark’s knowledge includes philanthropy and philanthropy advice, social investment, fundraising, major donors, cross border giving, donor advised funds and other charitable giving vehicles. 

Prior to joining CAF, Mark worked as Philanthropy Director at UK Community Foundations and the CEO of the Beacon Awards for Philanthropy. Earlier in his career, Mark led programmes engaged in intercultural work and community development as well as working for a British MP and an ultra high net worth family in Miami, Florida.

SENIOR PRIVATE CLIENT MANAGERS

  • Edward Garrett

    Edward Garrett

    Senior Private Client Manager

    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 the growth of the Private Client proposition in the UK.

    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.

  • 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.

PRIVATE CLIENT MANAGERS

  • 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.

  • 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.


  • 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

  • Tracy Dyer

    Tracy Dyer

    Private Client Executive, Team Leader

    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

    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.


  • 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.

Meet the team

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MEET THE TEAM

Call us on 03000 123 028 (lines are open Mon-Fri, 9am-5pm except UK bank holidays).

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