Sam Lees

SENIOR PORTFOLIO MANAGER

Sam Lees

Sam works in the Investment Team at Tanager helping build and monitor investment portfolios. He joined Tanager in 2020 bringing with him over ten years of experience in the Wealth Management industry. As a dual UK/US citizen, he has worked in both the US and the UK and understands the challenges our clients face. He enjoys using this knowledge and experience to craft investment strategies that meet the needs, goals and ethical requirements of our clients. Outside of work, Sam enjoys spending time outside with his family. He is a particularly keen cyclist but also enjoys walking on the South Downs, running and rock-climbing.

envelope icon
in icon

Back to Team Page

Sam Lees

SENIOR PORTFOLIO MANAGER

Sam works in the Investment Team at Tanager helping build and monitor investment portfolios. He joined Tanager in 2020 bringing with him over ten years of experience in the Wealth Management industry. As a dual UK/US citizen, he has worked in both the US and the UK and understands the challenges our clients face. He enjoys using this knowledge and experience to craft investment strategies that meet the needs, goals and ethical requirements of our clients. Outside of work, Sam enjoys spending time outside with his family. He is a particularly keen cyclist but also enjoys walking on the South Downs, running and rock-climbing.

envelope icon
in icon

Back to Team Page
Sam Lees

Sam Lees

/ Leadership Team, Team / By

Sam works in the Investment Team at Tanager helping build and monitor investment portfolios. He joined Tanager in 2020 bringing with him over ten years of experience in the Wealth Management industry. As a dual UK/US citizen, he has worked in both the US and the UK and understands the challenges our clients face. He enjoys using this knowledge and experience to craft investment strategies that meet the needs, goals and ethical requirements of our clients. Outside of work, Sam enjoys spending time outside with his family. He is a particularly keen cyclist but also enjoys walking on the South Downs, running and rock-climbing.

envelope icon
in icon
Close
Abbas Somji

Abbas Somji

PARTNER AND FINANCIAL ADVISOR

Abbas moved to London in early 2018 to be with his British wife. Born in the United Kingdom and raised in Botswana, Abbas then migrated to Houston where he attended University. He began his professional career at an RIA in Houston and holds the Series 65 license and US CFP® . He brings with him a decade of experience in advising High-Net-Worth clients and business owners. Abbas is a Partner and Advisor and ensures he’s helping clients navigate the complicated world of being an expat in the UK. He particularly enjoys providing clients with the clarity and confidence to pursue their financial goals. A sports enthusiast, Abbas enjoys conversing about and playing soccer/football and attending Liverpool matches.

Read more… Abbas Somji, Beyond the Bio

envelope icon
in icon
  • email icon
  • linkedinn logo
Close
Alistair Jackson 8165 Edit

Alistair Jackson

FINANCIAL ADVISOR

Alistair joined the team at Tanager in 2019 following his completion of an MPhil in English at the University of Cambridge as a John Crook Scholar. With three years of experience working across our Investment and Financial Planning teams, Alistair transitioned to the Advisor Team in January 2022. His time is now focused on the production and implementation of robust planning and investment strategies for our clients on either side of the Atlantic. Outside of the office, Alistair’s time is divided between exploring East London’s many food markets, spending time with friends and family, and travelling abroad.

 

envelope icon
in icon
  • email icon
  • linkedinn logo
Close
Tanager Icon White

Angela Lloyd-Read

FINANCIAL ADVISOR

Having worked with private clients for almost 25 years, Angela has helped a diverse range of clients improve their financial well-being. A Chartered Financial Planner and Fellow of the Personal Finance Society, she is passionate about the importance of relevant and ongoing financial planning, and the difference it can make to the lives of individuals and families alike. As a member of Resolution, she works with solicitors and mediators to improve financial outcomes for clients going through divorce or separation. By communicating complex ideas simply and setting out clear priorities, Angela allows clients to concentrate on their other concerns at this time. In her free time, Angela enjoys exploring London’s museums and galleries and being creative in the kitchen for the benefit of friends and family.

envelope icon
in icon
  • email icon
  • linkedinn logo
Close
david c 6001

David Costello

PARTNER AND FINANCIAL ADVISOR

David arrived in the UK on New Year’s Day 2014 and brought with him fifteen years’ experience advising private clients and business owners. He attained the U.S. Certified Financial Planner designation in 2007. David specialises in building financial plans for UK based households that include US taxpayers and is tirelessly committed to helping Tanager clients maximise their wealth and achieve their stated goals and objectives while navigating the US/UK tax and investment landscape. David is a Non-Hodgkins Lymphoma survivor and is active in volunteering and fund raising for the support toward the treatment and eradication of blood cancers.

Read more… David Costello, Beyond the Bio

envelope icon
in icon
  • email icon
  • linkedinn logo
Close
Gail Hamilton King

Gail Hamilton- King

FINANCIAL ADVISOR

Gail joined Tanager in 2021 as a financial advisor with more than fifteen years of experience in senior investment banking and management consulting roles at Morgan Stanley and Deutsche Bank. She enjoys leveraging her financial experience to make a tangible difference for Americans living in the UK by helping to manage their complex finances globally. Gail moved to the UK from Chicago to complete an MBA at London Business School. As a dual UK/US family living in west London, she understands the challenges our clients face.

envelope icon
in icon
  • email icon
  • linkedinn logo
Close
Jeremy Bailey 8192 Edit

Jeremy Bailey

SENIOR FINANCIAL ADVISOR

Jeremy joined the Tanager team in 2019 bringing fifteen years of experience in helping clients align their finances with what is most important to them. He specialises in retirement income strategies and multigenerational planning. Jeremy decided to leverage his US/UK dual citizenship status to relocate to London in 2017. He quickly identified the breadth of financial challenges faced by Americans and US connected families living and working abroad. Jeremy comes to London via Cleveland Ohio and Miami Florida. In his free time, he enjoys running the Thames path, spending time outdoors, and travelling.

envelope icon
in icon
  • email icon
  • linkedinn logo
Close
Kris Heck

Kristopher Heck

MANAGING PARTNER

Kristopher has lived in London since 2007 and combined his ten-plus years of experience in the Institutional Asset Management Industry in the US and Europe and personal experiences as an expat to found Tanager. A founding partner and Chief Investment Officer, Kris has been a guest lecturer at the London School of Economics and has particular interest and experience in portfolio efficiency – encompassing tax, cost, and the optimal risk budgeting of a client’s assets. Kristopher is an avid fan of the Baltimore Orioles and enjoys going back to Maryland whenever he is able to.

envelope icon
in icon
  • email icon
  • linkedinn logo
Close
Kyle 4262 Edit 1

Kyle Pettigrove

PARTNER AND FINANCIAL ADVISOR

Kyle is a Certified Financial Planner ™ (CFP ®) and joined Tanager in London in 2016 having moved to the UK with his fiancée. A US/UK dual citizen and Philadelphia native, Kyle previously worked as a financial advisor in the US specializing in retirement planning. Now spearheading Tanager’s stateside office in Philadelphia, Kyle brings both relevant personal and professional experience to his role and covers the areas of pensions for US residents, British expats and transatlantic families living in the US. Outside of his work life, Kyle is an avid traveller and craft beer enthusiast.

Read more… Kyle Pettigrove, Beyond the Bio

envelope icon
in icon
  • email icon
  • linkedinn logo
Close
Patrick 4463

Patrick Mulhern

PARTNER AND FINANCIAL ADVISOR

Born and raised in New Hampshire, Patrick moved to Scotland at seventeen to study at the University of St. Andrews and has been picking up knowledge of life on both sides of the Atlantic ever since. A Partner and Financial Advisor, he specializes in complex planning for high-net-worth clients, international estate planning and inheritance issues. Prior to working in Financial Planning, he worked for a trust and estate law firm and co-wrote the book Estate Planning to Die For. Patrick lives in Sussex with his wife and children. He gets back to New England as often as possible and is one mountain short of having hiked all 4,000 Footers of the White Mountains.

Read more… Patrick Mulhern, Beyond the Bio

envelope icon
in icon
  • email icon
  • linkedinn logo
Close
Tanager Icon White

Sarah Stephenson

CLIENT SERVICE ASSOCIATE

Sarah is a dual US-UK citizen and currently serves as a Client Service Associate at Tanager. Originally from Texas, she has a degree in Music Education with a focus on Voice and Opera and graduated with Magna Cum Laude honors and University Scholar distinctions. In February 2024, Sarah made the exciting move to London, where she is dedicated to fostering meaningful client relationships and ensuring a smooth onboarding experience. Outside of work, Sarah is an avid songwriter, an enthusiastic reader, and loves exploring London on long walks with friends, as well as attending concerts.

envelope icon
in icon
  • email icon
  • linkedinn logo
Close
Susan 4430

Susan Blaylock

FINANCIAL ADVISOR

Susan joined Tanager in 2019 upon moving to London. She is a Financial Advisor and has over a decade of experience in the financial services industry, mainly as a CPA. What she loves about financial planning is the opportunity to help people understand and achieve the financial goals that are most important to them. She enjoys the challenge of working with the complex situations of US expats. Susan shares Tanager’s philosophy of developing strong relationships with clients and gaining a deep understanding of their financial situations and life goals. Outside of work, Susan enjoys exploring, including hiking in the Alps, canyoning, kayaking London’s canals, cycling, and spending time with friends and family.

Read more… Susan Blaylock, Beyond the Bio

envelope icon
in icon
  • email icon
  • linkedinn logo
Close
Tori Bown 7230 Edit

Tori Bown

FINANCIAL ADVISOR

Tori joined Tanager in May of 2022 after moving to London in late 2021 to join her English Husband. Prior to joining Tanager, Tori worked in Dallas, Texas for a large wealth management firm for over five years where she specialized in financial planning for high net worth clients. As a Certified Financial Planner ™ , she’s developed a holistic approach to wealth management that incorporates all aspects of a person’s financial life. Tori enjoys helping clients define and achieve their financial goals by enabling them to put context around their finances.

envelope icon
  • email icon
  • linkedinn logo
Scroll to Top