Our management team is instrumental in partnering with investment managers, building assets and leading specialist service teams.
Bringing together a wealth of financial services and specifically investment management experience, the team is responsible for managing and delivering resources, infrastructure and services to our investment managers, while providing investors access to our managers’ specialist investment capabilities.
Chief Executive Officer
Sam is Copia’s Chief Executive Officer and is responsible for establishing and managing partnerships with investment managers and delivering them the resources, infrastructure and services they need to prosper. Sam joined as one of the founders in 2000 and serves as an Executive Director on Copia’s Board.
Chief Operating Officer
Sam is Copia’s Chief Operating Officer and is responsible for providing marketing, operations and compliance services to our investment manager partners. Sam has been an executive team member since 2007 and is the Company Secretary on our Board of Directors.
Chief Financial Officer
Michael joined Copia in 2018 as Chief Financial Officer. He is responsible for the finance obligations of the group including those of our investment manager partners, with a focus on corporate accounting, financial reporting and tax. Michael also provides company secretarial support to our Board of Directors.
Led by John Clothier, our team of highly experienced business development professionals has proven success building assets for our investment managers thanks to the strength and breadth of the team’s retail and institutional relationships.
General Manager, Distribution
John joined Copia in 2014 as General Manager, Distribution. He brings extensive investment sales experience and is responsible for leading Copia’s distribution effort and building assets for our investment manager partners.
Our specialist marketing and communications service is led by Jane Harris. She ensures each investment manager’s brand and investment capabilities are consistently presented and promoted to the right audiences through the most effective channels to build recognition and engagement.
Head of Marketing
Jane joined Copia in 2015. She is responsible for building Copia’s profile and providing strategic marketing and communications services to our investment manager partners, including brand, PR, events, content development and digital and social media strategy.
Sam Cole leads our operations effort with Deborah Amphlett, Katrina Smith and Christine Baud responsible for managing the group’s day-to-day requirements.
From portfolio administration to fund services, the team’s breadth of capabilities creates operational efficiencies for our investment managers enabling them to focus on investing.
Deborah joined Copia in 2010 as a Business Manager and is supported by a Melbourne-based team responsible for providing client liaison, investment operations and portfolio administration services to our investment manager partners.
Fund Services Lead
Katrina joined Copia in 2014 as a Senior Administration Assistant and was promoted to Fund Services Lead in 2017. She is responsible for providing effective and efficient portfolio and fund services to our investment manager partners, as well as liaising with financial advisers and investors.
Christine joined Copia in 2014 in a client services role. Today, she is responsible for office management, servicing clients and assisting our investment manager partners in their daily fund operations.