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Our Team

Executive Management

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.

Sam Baillieu

Sam Baillieu

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.

Sam Cole

Sam Cole

Executive Director

Sam is Copia’s Executive Director and is responsible for managing key strategic relationships within Copia and its partners. Sam has been an executive team member since 2004 and is Company Secretary for Copia Holding Company (CHC) and Executive Director of Copia Investment Partners Ltd (CIPL).

Michael Voskresensky

Michael Voskresensky

Chief Financial and Operating Officer

Michael is Copia’s Chief Financial and Operating Officer. As such, he is responsible for the operational and financial obligations of the group including those of our investment manager partners. Michael also provides company secretarial support to our Board of Directors.

John Clothier

John Clothier

General Manager, Distribution

John joined Copia in 2014 as General Manager, Distribution. John is responsible for the development and implementation of the national sales and distribution strategy, promoting Copia’s suite of Australian and offshore managers to the domestic market. John is instrumental in building our investment partnerships.

Distribution and Marketing

Led by John Clothier, our team of highly experienced business development professionals has proven success building assets for our investment managers all across Australia thanks to the strength and breadth of the team’s retail and institutional relationships.

 

Our specialist marketing and communications service is led by Ana Weaver. Ana ensures brand and investment capabilities are consistently presented and promoted to build awareness and engagement.

John Clothier

John Clothier

General Manager, Distribution

Tony Harte

Tony Harte

Distribution Manager, QLD

Danielle Wardle

Danielle Wardle

Digital Marketing Lead

Mani Papakonstantinos

Mani Papakonstantinos

Distribution Manager, VIC

Fiona Rossi-Mel

Fiona Rossi-Mel

Research and Platform Reporting Analyst

Hannah Kwon

Hannah Kwon

Marketing Assistant

Sam Harris

Sam Harris

Distribution Manager, NSW/ACT

Emerson O'Donnell

Emerson O'Donnell

Team Assistant

Chris Barnett

Chris Barnett

Distribution Manager, NSW

Ana Weaver

Ana Weaver

General Manager, Marketing

Operations and Finance

Michael Voskresensky leads our operations effort with George Wilson responsible for managing the team’s day-to-day operational requirements. From portfolio administration to fund services, the team’s breadth of capabilities creates operational efficiencies for our investment managers enabling you to focus on investing.

 

Copia's finance team includes Dan Nigro and Dascelle Lapena who help manage budgeting across company departments, accounts and the day-to-day financial operations of the Group. 

Michael Voskresensky

Michael Voskresensky

Chief Financial and Operating Officer

Tracey Ing

Tracey Ing

Trade Settlement and Reporting Administrator

George Wilson

George Wilson

Head of Operations

Rose Osborne

Rose Osborne

Client Services

Christine Baud

Christine Baud

Office Manager

Daniel Nigro

Daniel Nigro

Finance Manager

Phoebe Yuen

Phoebe Yuen

Senior Data and Reporting Analyst

Dascelle Lapena

Dascelle Lapena

Bookkeeper & Payroll Officer

Compliance

As a holder of an AFSL, meeting the Australian regulatory and reporting requirements is a key priority for Copia and its investment partners. Copia uses the advice of an external specialist provider (Compliance & Risk Services), to ensure appropriate development, disclosure, target market determinations and reporting on its products and services.

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