Our People

Bogdan Pop joined Greenbank in January 2023 and is a portfolio manager. He holds a BSc in Management with Banking and Finance from Bangor University and an MSc in Insurance and Risk Management from Bayes Business School. Bogdan started his career on a Business Leaders Graduate Programme at AXA Wealth and went on to become an Investment Analyst at Saunderson House before joining Greenbank. He is a CFA Charterholder and has also obtained the CFA Certificate in ESG Investing and the Investment Management Certificate (IMC). 

Dominic joined Greenbank in 2020 and is an investment manager, specialising in managing ethical portfolios on behalf of private clients, trusts and charities. He has a first-class Bachelor of Science (Hons) in Physics with Astrophysics from the University of Leicester. He began his career working at Morgan Stanley before heading to Close Brothers Asset Management.

Dominic is a Chartered Financial Analyst (CFA) Charterholder and a holder of the CISI Level 4 Investment Advice Diploma.

Joel is an investment manager working with both charities and private clients. He joined the Greenbank team within Rathbones in August 2020 and was awarded the CISI’s Masters level Chartered Wealth Manager qualification in December 2021. He also holds the CFA Certificate in ESG Investing. Joel began his career at BDO LLP, where he spent four years as an auditor. He qualified as an ICAEW ACA Chartered Accountant in September 2019. Prior to this, he read History at Durham University, graduating in 2016.

Liz joined Greenbank in 2022 and is an investment manager, specialising in managing tailored investment portfolios with a focus on sustainability, impact and ESG considerations, working with high net worth individuals and charities, who wish to reflect their values within their investment portfolios.

She previously worked at Cazenove Capital for 10 years where she started her career in wealth management.

Liz has a Bachelor of Science (Hons) in Biology from the University of Bristol. She also spent time studying law where she obtained the Post Graduate Diploma in Law, and went onto study the Legal Practice Course, for which she achieved a Distinction.

Liz holds the CISI masters in Wealth Manager and is a Chartered Fellow of the Chartered Institute for Securities and Investment. She also holds the CFA Certificate in ESG Investing.

In her spare time Liz has a keen interest in the outdoors, particularly rock climbing, and is a member of the Pinnacle Club, along with the Climbers Club, and Oxford Mountaineering Club.

Lucy is an investment manager at Rathbones Greenbank, having joined in October 2020. She graduated from Cardiff University with a first class degree in Mathematics, Operational Research and Statistics (BSc).

Lucy specialises in ethical and sustainable portfolios for private clients, trusts and companies. Lucy is a CFA Charterholder and has also achieved the CISI Level 4 Investment Advice Diploma in Securities, and Financial Planning and Advice.

Outside of work, Lucy volunteers as the Deputy Co-Chair of Women in Banking and Finance (Bristol), and mentors students through the not-for-profit company GAIN (Girls are Investors).

Michael joined Greenbank in 2021, having started his career with BlueBay Asset Management in London in 2018. He is a Chartered Member of the Chartered Institute for Securities and Investment (CISI) and has earned the Institute’s Masters-level qualification. Michael holds a Bachelor of Science (Hons) in Economics and Finance from the University of Bristol, as well as a Master’s in Finance from University College Dublin.

Stephanie Sotiriou is an investment manager at Greenbank specialising in the management of ethical and sustainable portfolios for private clients, trusts, pensions, companies and charities. She joined Greenbank in October 2021 from TAM Asset Management, where she worked for six years and was the investment manager of the firm’s ESG portfolios. Stephanie is a CFA Charterholder and a holder of the CFA Certificate in ESG Investing. She is also a holder of the CFA UK Level 4 Certificate in Investment Management (IMC) and has a Bsc (Hons) in Economics from The London School of Economics.

Laura MacRae joined the Greenbank team in 2023 as a Trainee Investment Manager, bringing early career experience from the banking sector, having previously worked at Handelsbanken in Exeter. She has since progressed to the role of Associate Investment Manager.

Laura holds a BSc (Hons) in Economics and Geography from the University of Birmingham, where she graduated in 2021. She has completed the CISI Investment Advice Diploma and is due to start studying towards the CISI Chartered Wealth Manager qualification as part of her ongoing professional development.

Rory joined the Rathbones Greenbank team in April 2023, bringing with him six years of experience across various roles in financial services. As an Associate Investment Manager, he supports the management of client portfolios with a focus on ethical and sustainable investment strategies.

Rory holds a BSc (Hons) in Business Management from Cardiff University, awarded in 2017. He has completed the CISI Investment Advice Diploma and is currently working towards achieving the CISI Chartered Wealth Manager Qualification.

Rory is passionate about connecting with people and strives to make investment discussions straightforward and accessible.