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.
Working with US- connected families in private banking and wealth management for over twenty years has afforded Alex valuable experience. Responsible for general business management, Alex oversees compliance, marketing and operations while maintaining professional connections with tax and legal advisors to our unique client-base. Alex has a degree in West African Studies from the University of Birmingham, a second in Financial Services and is an Associate of the Chartered Institute of Bankers. Living in Hampshire with his wife, two teenagers and two dogs, Alex is a keen walker and runner and recently completed a 569-mile charity walk in thirty days to raise £150,000 for five charities. He takes the blame for poor English weather and explains the rules of cricket to his American colleagues.
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.
Daniaal joined Tanager in early May 2022. He recently graduated from the University of Westminster, where he studied Business Management and achieved a 1st class grade in his final dissertation. He assists with several valuable tasks and duties company wide and provides valuable support for the rest of the team. By learning invaluable knowledge within the company, he hopes to develop his experience going forward. Outside of work, Daniaal is an avid fitness individual, is passionate about football and supports Chelsea FC as well as being an advocate for mental health. He has participated in sports charities and completed a half marathon run for The Royal British Legion in 2019.
Daniel is a highly skilled researcher who joined Tanager in February 2022 as a Paraplanner. He was initially exposed to Wealth Management in university when he was faced with the challenge of managing his own finances. He uses his analytical skills to assist the Financial Planning Team in ensuring that client expectations are met. Daniel is currently working towards his level 4 CII diploma in Financial Planning. Outside of work, Daniel enjoys spending time with his family and friends. He also enjoys coaching and playing basketball. He is an avid football fan, playing often, and he loves Arsenal FC.
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.
Davina joined the Client Service Team at Tanager in 2021 having gained experience within a global retail bank. Davina supports our Financial Advisors with the onboarding of our UK & US resident clients and works extensively with multiple US and UK custodians ensuring the smooth account openings and transfer of assets. Davina supports our clients with navigating the operation of their accounts and portfolios thanks to previous experience of supporting customers with their day-to-day banking needs. Outside of Tanager, Davina enjoys spending time with friends at brunches across London. She also appreciates a good suspense drama with Killing Eve being one of her favourites.
Elliot is on the Investment Team and works on building client portfolios, investment research and producing client reports. Having previously worked in the financial technology industry, Elliot transferred to his position at Tanager in 2021 to pursue a career in Wealth Management. He brings with him a keen interest in portfolio management and is excited to advance his knowledge of the subject within the company. Outside of work, Elliot enjoys all things sport and supports his lifelong football club Fulham frequently on the weekends, in addition to being an avid snowboarder- when he is able to find time to escape to the mountains!
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.
Georgina joined Tanager in Spring 2021 after having spent two years as a Compliance Analyst at a large international investment firm. Holding two certificates from the International Compliance Association in General Compliance and Financial Crime Prevention, Georgina is responsible for enthusiastically maintaining the firm’s critical commitment to regulatory standards in both the UK and US jurisdictions. Outside of keeping both ourselves and our clients’ legal and ethical integrity protected, Georgina is a self-confessed foodie and enjoys travelling the globe to sample all the food, wine and culture that there is on offer.
Harshita joined Tanager in 2020 following her initial experience in the finance industry at a UK retail bank. Having moved to the UK from India with her family in 2004, she began working in various client service roles after completing her sixth-form education. In her current role, Harshita immensely enjoys establishing and maintaining strong relationships with the clients at Tanager, ensuring they are provided with a smooth and efficient onboarding experience. When she isn’t trying to learn how to roller-skate, Harshita enjoys baking and cooking for her friends and family or reading a rom-com book to relax and wind down.
Hayley joined Tanager in September 2021 taking on a new role within the company as the Office Manager. She has over ten years’ prior experience in an office support role within the Financial Sector. As well as dealing with the daily running and upkeep of the office, Hayley also helps to support all Partners and Financial Advisors within the business to perform their roles’ efficiently. She enjoys keeping fit, being a regular member of the gym who is always looking to take on a new challenge. This year she will be running her first ever London Marathon.
Jacob joined Tanager in November 2021 with four years of experience working as Paraplanner in the UK financial advice sector. He has a Diploma in Regulated Financial Planning and is planning to continue his studies to further his knowledge and support the Financial Planning Team in delivering the highest quality of planning strategies. He specifically enjoys the cross-jurisdictional planning aspect of the company, as he is someone who is keen to explore different cultures, economies, and perspectives of the world. He is a keen footballer (soccer player), skier and walker. He loves to read both fiction and non-fiction, mostly around finance and economics.
James joined Tanager in 2021 as a Graduate Trainee Financial Advisor after interning with the firm in 2020. He received First Class Honours from The University of Nottingham where he studied Architectural Environment Engineering. Educated in England, he is a dual UK/US citizen and has spent his undergraduate summers working on both sides of the Atlantic in the finance industry. He joins us at a formative stage of his career and looks forward to exciting times ahead on his pathway to becoming a Financial Advisor. James is a keen fan of cricket and tennis. Other interests include baking and horology, where aged fifteen, he made his own wristwatch.
After working for leading wealth management firms in New York, James moved to join Tanager’s Financial Planning team. James is a dual citizen and knows first-hand the challenges faced by US expats and prides himself on providing superior service in all areas of client liaison. James has a Bachelor’s Degree in Business Administration and holds his FINRA Series 7 and 66 Licenses; and is working towards gaining his Investment Advice diploma. Outside of work, James is a qualified skipper and enjoys exploring England’s forests and historic sites with his fiancée and dog. Sticking to his US roots, James plays for his local basketball team and never misses out on the opportunity for a BBQ and watching his New York Yankees play!
Jeff is a founding Partner of the firm and serves as a Senior Financial Advisor. For the past twenty years, he has managed the investment needs of high-net-worth US families living in the United Kingdom. Combining cross border know-how with an extensive international network, Jeff delivers robust solutions for his clients. He graduated from Colgate University and from the Fletcher School of Law and Diplomacy, where he met his wife. Jeff spent a year at Charterhouse in high school. Jeff has three grown sons and a daughter. He is a history buff, avid footie supporter and likes to spend his holidays in eastern North Carolina.
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.
Krishna Joined Tanager in early 2020 with over four years of experience in the Wealth Management industry, working previously as a Paraplanner alongside Advisors. He also has a Mathematics and Statistics degree from the University of Bath. Krishna works within the Investment Team specialising in investment research and building portfolios for clients, helping them reach their financial aims and objectives. Krishna holds the Investment Advice Diploma (IAD) from the Chartered Institute for Securities & Investment and is working towards becoming a Portfolio Manager. Away from Tanager, Krishna is a keen sports fans regularly playing football and is an avid traveller.
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 as avid fan of the Baltimore Orioles and enjoys going back to Maryland whenever he is able to.
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.
Layo joined Tanager in early 2022 as a Trainee Paraplanner, having spent two years at a large accountancy firm. She has a degree in Economics with French from University of Essex and is now studying towards the CII Level 4 Diploma in Financial Planning while providing essential technical support to the Financial Advisors and ensuring clients’ needs are met. When she is not watching the latest crime series, Layo enjoys travelling, trying out new recipes and experimenting with nail art.
Upon completing his degree in Economics with International Relations at Plymouth University, Lewis went into Wealth Management as a trainee Paraplanner. He joined Tanager in 2020 and now has over four years worth of experience. Lewis has almost completed his level 4 qualification in Financial Planning (CII) and plays a pivotal role in modelling and writing Financial Plans for new clients. Additionally, he maintains and updates plans for existing clients and ensures that recommendations made by Tanager are suitable for our client’s needs and are in line with regulations in the US and the UK. In his spare time Lewis enjoys watching football, travelling, and attending live music events.
Marta is a Chartered qualified Paraplanner with a wide career in Financial Services in the UK and US. Using her unique blend of skills to support advisors in the practical and technical aspects of Financial Planning enables our clients to optimize their financial resources and act with confidence. She understands the challenges of being an expat living and working in a multi-cultural environment, having emigrated to the UK from South Africa with a Portuguese background and living and working in the US. Marta now calls Buckinghamshire home and enjoys walking in the Chiltern Hills. She is also involved in her local church and community and enjoys spending time with friends and family abroad.
In anticipation of the overhaul of the company’s brand, Millie joined Tanager in early 2022 to assist with the implementation of the revised omnichannel marketing strategy and to ensure the continuation of effective digital communications with Tanager’s clients. Having recently studied History and History of Art at the University of Birmingham, she brings with her a firm understanding of the roles that visual culture and technology play in customer experience and audience engagement. She is eager to gain valuable experience in the industry, supported by the dynamic environment that is facilitated by Tanager.
Mumbi joined Tanager in 2021 having worked as a personal banking advisor for a high street bank for over five years. Her experience and passion for service has afforded her with requisite skill set to engage and provide the best service to our Clients and Financial Advisors. Mumbi supports our clients with the opening and servicing of their accounts and portfolios thanks to her previous experience of supporting customers with their financial needs. Outside of work, she is a proud mum of two and enjoys family outings and holidays. When she isn’t being a wife or mum, Mumbi loves going out for brunch/dinner with her friends and also enjoys a bit of reality TV, her favourite being The Real Housewives of Atlanta.
Nicole joined the Tanager team in 2020 and brings over fifteen years of senior leadership and client experience in helping US expats and foreign nationals relocating to the US. Nicole has held the CFP® designation since 2011 and earned an MBA from the Wisconsin School of Business in 2016. As a dual US/UK citizen herself, she is intimately aware of the complex challenges facing families, having moved back and forth three times with her own family. She now lives in Hove with her husband and youngest daughter. In her free time, she enjoys walking her dog along the seafront, hot yoga, learning Italian and travelling.
Nikita joined Tanager’s Planning Team in February 2021 from Ernst & Young where he specialised in US/UK taxation, dealing with ultra-high net worth clients based in the US and UK. Originally from Oxford, Nikita emigrated to the US during his final years of high school. He then went on to live in Australia and Canada before returning to the UK to pursue a career in financial services. While working in multiple countries he benefitted from the ability to build extensive networks and long-lasting relationships. Outside of the office, Nikita enjoys travelling, fitness and a variety of different sports.
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.
Richard joined Tanager in September 2021 having worked in the Financial Services Industry since 2012, and as a Financial Planner since 2016. He enjoys applying his experience and knowledge to support advisers so that our clients can feel confident that their financial needs and goals are looked after- taking into account cross-border tax challenges. He plans to take the US Series 65 examination in order to have an informed understanding of American investment products, tax treatments and legislation. Richard is an active coxswain for Thames Rowing Club as well as enjoying playing golf and football. He is a Tottenham Hotspur, Saracens Rugby Club and Philadelphia Eagles fan.
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.
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.
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.