BRI Board

Name: SIMON BOARDMAN-WESTON C Dir, FIoD, Chartered FCSI, FCIM

Position: Chairman and Joint Chief Executive

Email: sbw@brigroup.co.uk

Biog: Simon Boardman-Weston is a Chartered Director, Fellow of the Institute of Directors, Fellow of the Chartered Institute of Marketing and Fellow of the Chartered Institute for Securities & Investment. He acquired BRI in 1991 and has overseen the development of the business and the recruitment of the firm's management team. He has extensive experience in industry having run companies in the pharmaceutical, food and property sectors and acts as a charity trustee.

Name: PAUL CUSACK Dip IoD, Chartered FCSI

Position: Joint Chief Executive

Email: pjc@brigroup.co.uk

Biog: Paul Cusack has worked in the financial services industry since 1991, beginning his career in the fund management department of a major stockbroking firm in Birmingham where he was appointed as Divisional Director. Paul joined BRI in 2004 and is Joint Chief Executive with specific responsibility to manage and develop the Front Office. He is a Fellow of the Chartered Institute for Securities & Investment, holds the Diploma in Company Direction from the Institute of Directors and is Chairman of the Birmingham Stock Exchange Association. Paul also sits on the Board of a charitable organisation and has a wide experience in looking after clients, trusts, pension funds and charities.

Name: HANNAH EDWARDS BA (Hons) Chartered Financial Planner FPFS ACSI

Position: Commercial Director

Email: hee@brigroup.co.uk

Biog: Hannah is responsible for all new private and intermediary clients to the firm. Hannah is heavily involved at the beginning of any new relationship to BRI, acting independently as a conduit between both client and investment manager, or matching the appropriate investment service. Hannah also provides fee based Financial Planning advice to BRI private clients, however a core part of Hannah’s role is in building relationships with intermediaries who out-source their investment management. Reputation is absolutely key and therefore it is fundamental to Hannah that intermediaries are reassured that their clients are their clients and that BRI are simply the investment managers. Hannah is a financial commentator in the media and regularly appears in the broadsheets or regional radio.

Name: PAUL MATTIOLI

Position: Non-Executive Director

Email: prm@brigroup.co.uk

Biog: Paul joined the board of BRI in 2009 as a non-executive director. He has extensive experience in financial services having run a successful pension consultancy business for many years providing both pension trusteeship and advice.

Name: MARK MERTEN-JONES Chartered FCSI

Position: Chief Investment Officer

Email: mmj@brigroup.co.uk

Biog: Mark Merten-Jones has worked in the financial services industry since 1987 and joined BRI in 1995. In 2000 he accepted the position of Divisional Director for a large UK stockbroking firm for a four year period, before returning to BRI in 2004 as Chief Investment Officer. Mark holds the Investment Management Certificate and is a Fellow of the Chartered Institute for Securities & Investment. Alongside his duties at BRI Mark also sits as a Director and Trustee for a major charitable organisation.He has extensive experience in investment management, particularly with regard to looking after private clients.

Name: CHRISTOPHER MUSTIN

Position: Non-Executive Director

Biog: Chris Mustin was elected a Member of the Stock Exchange in 1965. His experience since has covered all aspects of stockbroking and asset management, where he held senior positions as a member of the executive board of a major national firm. Chris now advises BRI on the Firm's strategic development.

Name: DEAN WRAGG BA, Dip IoD, Chartered FCSI, IMC

Position: Chief Operating Officer. Compliance Officer

Email: daw@brigroup.co.uk

Biog: Dean Wragg has worked within the financial services industry since 1986 and has a broad knowledge and understanding of stockbroking and investment management. Dean is a Fellow of the Chartered Institute for Securities & Investment, holds the Investment Management Certificate and the Diploma in Company Direction from the Institute of Directors. Dean has been at BRI since 1995.